A new tax-advantaged savings option for children opens for funding on July 4. Here’s how it works and what to consider. Starting July 4, a new type of retirement account for children created under the One Big Beautiful Bill Act and formally known as a “Section 530A account” (and informally as a “Trump Account”) [Read More]
Recent legislation under the One Big Beautiful Bill Act (OBBBA) includes a wide range of tax law changes that will affect individuals, families, and business owners—especially those with higher incomes. Understanding the effective dates is critical, as some provisions start now or in 2026, while many are set to expire by 2028. This summary [Read More]
The Advisory Group of San Francisco celebrates over 20 years of helping our clients secure their financial independence. As a pioneer in the industry, we are one of the first independent fee-only financial advice firms in the U.S. We’ve been true fiduciaries since the beginning.
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