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Roth IRA Conversions: What You Need to Know

Roth IRA Conversions: What You Need to Know

Explore the various types of Individual Retirement Accounts (IRAs) and the process of converting to a Roth IRA. This in-depth article covers Traditional IRAs, Roth IRAs, SEP-IRAs, and SIMPLE IRAs, exp... ...more

Echelon Financial

October 29, 20240 min read

Alternative Investments

Alternative Investments

Explore the fundamentals of alternative investments in this comprehensive guide. Learn about private equity, hedge funds, real estate, and more, plus qualification requirements and key risks. Essentia... ...more

Echelon Financial

October 28, 20240 min read

Play Chess With Your Taxes

Play Chess With Your Taxes

Learn powerful tax strategies for entrepreneurs that go beyond basic deductions. Discover how to legally reduce your tax burden using long-term planning techniques used by successful business owners. ...more

Echelon Financial

October 25, 20240 min read

The Insurance Every Entrepreneur Needs

The Insurance Every Entrepreneur Needs

Umbrella liability insurance is crucial for entrepreneurs to protect their assets and reputation. It provides additional coverage beyond standard policies, offering a cost-effective way to manage risk... ...more

Echelon Financial

September 09, 20240 min read

Roth Conversion

Roth Conversion

Explore the benefits, drawbacks, and strategies of Roth IRA conversions. Learn how to optimize your retirement savings, navigate tax implications, and make informed financial decisions, especially if ... ...more

Echelon Financial

August 22, 20240 min read

Qualified Business Income Deduction

Qualified Business Income Deduction

Discover how the Qualified Business Income (QBI) deduction can save you up to 20% on your taxable income. Learn eligibility criteria, calculation methods, and how to maximize your deductions effective... ...more

Echelon Financial

August 20, 20240 min read

Tax Loss Harvesting

Tax Loss Harvesting

Even in a bull market, not every investment will be a winner. With the right tax strategy, a losing investment can have a silver lining: You may be able to capture a loss on a stock to lower your tax ... ...more

Echelon Financial

August 07, 20240 min read

S Corps to Minimize Payroll Taxes

S Corps to Minimize Payroll Taxes

By understanding the unique advantages and considerations of S Corps, businesses can potentially save substantial amounts in taxes while maintaining compliance with the Internal Revenue Service (IRS) ... ...more

Echelon Financial

August 06, 20240 min read

Asset Protection: Part 2

Asset Protection: Part 2

How corporate entities and trusts can provide essential asset protection for business owners. Learn the importance of statutory protections, liability insurance, and the pitfalls to avoid in asset pro... ...more

Echelon Financial

July 22, 20240 min read

Asset Protection: Part 1

Asset Protection: Part 1

Learn key asset protection strategies for business owners, physicians, and high-net-worth individuals. Learn about statutory protections, retirement account rules, and leveraging liability insurance t... ...more

Echelon Financial

July 19, 20240 min read

Family Business And Taxes

Family Business And Taxes

When I think of a family business, I’m immediately drawn to memories of my father, an economics professor, discussing markets and the economy at our dinner table. ...more

Echelon Financial

July 14, 20240 min read

What Is A Buy-Sell Agreement?

What Is A Buy-Sell Agreement?

Buy-sell agreements are legally binding documents between business partners that govern how business interests are treated if one partner or owner leaves the business unexpectedly. ...more

Echelon Financial

July 14, 20240 min read

Back to Home

Roth IRA Conversions: What You Need to Know

Explore the various types of Individual Retirement Accounts (IRAs) and the process of converting to a Roth IRA. This in-depth article covers Traditional IRAs, Roth IRAs, SEP-IRAs, and SIMPLE IRAs, exp... ...more

Echelon Financial

October 29, 20240 min read

Roth IRA Conversions: What You Need to Know

Alternative Investments

Explore the fundamentals of alternative investments in this comprehensive guide. Learn about private equity, hedge funds, real estate, and more, plus qualification requirements and key risks. Essentia... ...more

Echelon Financial

October 28, 20240 min read

Alternative Investments

Play Chess With Your Taxes

Learn powerful tax strategies for entrepreneurs that go beyond basic deductions. Discover how to legally reduce your tax burden using long-term planning techniques used by successful business owners. ...more

Echelon Financial

October 25, 20240 min read

Play Chess With Your Taxes

The Insurance Every Entrepreneur Needs

Umbrella liability insurance is crucial for entrepreneurs to protect their assets and reputation. It provides additional coverage beyond standard policies, offering a cost-effective way to manage risk... ...more

Echelon Financial

September 09, 20240 min read

The Insurance Every Entrepreneur Needs

Roth Conversion

Explore the benefits, drawbacks, and strategies of Roth IRA conversions. Learn how to optimize your retirement savings, navigate tax implications, and make informed financial decisions, especially if ... ...more

Echelon Financial

August 22, 20240 min read

Roth Conversion

Qualified Business Income Deduction

Discover how the Qualified Business Income (QBI) deduction can save you up to 20% on your taxable income. Learn eligibility criteria, calculation methods, and how to maximize your deductions effective... ...more

Echelon Financial

August 20, 20240 min read

Qualified Business Income Deduction

Tax Loss Harvesting

Even in a bull market, not every investment will be a winner. With the right tax strategy, a losing investment can have a silver lining: You may be able to capture a loss on a stock to lower your tax ... ...more

Echelon Financial

August 07, 20240 min read

Tax Loss Harvesting

S Corps to Minimize Payroll Taxes

By understanding the unique advantages and considerations of S Corps, businesses can potentially save substantial amounts in taxes while maintaining compliance with the Internal Revenue Service (IRS) ... ...more

Echelon Financial

August 06, 20240 min read

S Corps to Minimize Payroll Taxes

Asset Protection: Part 2

How corporate entities and trusts can provide essential asset protection for business owners. Learn the importance of statutory protections, liability insurance, and the pitfalls to avoid in asset pro... ...more

Echelon Financial

July 22, 20240 min read

Asset Protection: Part 2

Asset Protection: Part 1

Learn key asset protection strategies for business owners, physicians, and high-net-worth individuals. Learn about statutory protections, retirement account rules, and leveraging liability insurance t... ...more

Echelon Financial

July 19, 20240 min read

Asset Protection: Part 1

Family Business And Taxes

When I think of a family business, I’m immediately drawn to memories of my father, an economics professor, discussing markets and the economy at our dinner table. ...more

Echelon Financial

July 14, 20240 min read

Family Business And Taxes

What Is A Buy-Sell Agreement?

Buy-sell agreements are legally binding documents between business partners that govern how business interests are treated if one partner or owner leaves the business unexpectedly. ...more

Echelon Financial

July 14, 20240 min read

What Is A Buy-Sell Agreement?
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Echelon Financial is an independent Austin-based firm helping clients build better relationships with their money, their family, their work, and their future.

Your goals. Your values. Your life.

Our Services

Wealth Management

Tax Preparation

Bookkeeping

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Contact

Address: 4201 Bee Cave Road, Suite C-101, Austin, TX 78746

Office: 512.381.4500

Toll-Free: 1.800.796.5690

Email: info@echelonfinancial.com

Copyright © 2024 Echelon Financial. All Rights Reserved. Privacy Policy | Site Design by

Echelon Financial is a member firm of The Fiduciary Alliance, LLC which is an SEC registered investment adviser located in Greenville, South Carolina. Advisor and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Advisor maintains clients. Advisor may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Advisor’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Advisor’s web site on the Internet should not be construed by any consumer and/or prospective client as Advisor’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any testimonials or endorsements contained on this page or in videos may be given by current clients or non-clients and are not paid for. There are no conflicts of interest involved with any of those individuals' giving testimonials or endorsements.

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Echelon Financial is an independent Austin-based firm helping clients build better relationships with their money, their family, their work, and their future.

Your goals. Your values. Your life.

As Seen In

Our Services

Wealth Management

Tax Preparation

Bookkeeping

Contact

Address: 4201 Bee Cave Road

Suite C-101,

Austin, TX 78746

Office: 512.381.4500

Toll-Free: 1.800.796.5690

Email: info@echelonfinancial.com

Copyright © 2024 Echelon Financial. All Rights Reserved. Privacy Policy

Echelon Financial is a member firm of The Fiduciary Alliance, LLC which is an SEC registered investment adviser located in Greenville, South Carolina. Advisor and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Advisor maintains clients. Advisor may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Advisor’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Advisor’s web site on the Internet should not be construed by any consumer and/or prospective client as Advisor’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any testimonials or endorsements contained on this page or in videos may be given by current clients or non-clients and are not paid for. There are no conflicts of interest involved with any of those individuals' giving testimonials or endorsements.

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