qbteachmt
Level 15
10-09-2023
04:23 PM
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"if there can be other strategies to help reduce tax burden from a personal financial perspective"
It isn't clear what you are looking for here for this person. Property, annuities, trusts, mega backdoor Roth, deferred comp, defined benefit plan, 529 plans? This is like trying to diagnose a disease using only text. There are options that could be considered after a thorough consultation and document review, including what else the existing employer might be willing or able to offer to enhance the present batch of benefits and retirement plans. For individuals, they can pursue anything on the market that meets their needs, which includes this entire family/household.
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Don't yell at us; we're volunteers