BLOGS
The Tax Break Hiding in Your 401(k)
Michael W. McGee, Jr., CFP®, CPA, JD
Michael W. McGee Jr., CFP®, CPA, JD, is the Director of McGee Wealth Management, a second‑generation wealth management firm based in […]
How Superfunding 529 Plans Can Help Families Prepare for College (and beyond)
Michael W. McGee, Jr., CFP®, CPA, JD
Michael W. McGee Jr., CFP®, CPA, JD, is the Director of McGee Wealth Management, a second‑generation wealth management firm based in […]
The Gift Tax Rule Most Families Miss
Michael W. McGee, Jr., CFP®, CPA, JD
Michael W. McGee Jr., CFP®, CPA, JD, is the Director of McGee Wealth Management, a second‑generation wealth management firm based in […]
The IRA Reality Check: A Simple Plan to Keep More and Leave Well
Michael W. McGee, Jr., CFP®, CPA, JD
Michael W. McGee Jr., CFP®, CPA, JD, is the Director of McGee Wealth Management, a second‑generation wealth management firm based in […]
Understanding IRMAA in 2026: What It Means for Your Medicare Costs
Michael W. McGee, Jr., CFP®, CPA, JD
Michael W. McGee Jr., CFP®, CPA, JD, is the Director of McGee Wealth Management, a second‑generation wealth management firm based in […]
Understanding Self Directed Brokerage Accounts and How Advisors Use Them to Create a Unified Plan
Michael W. McGee, Jr., CFP®, CPA, JD
Michael W. McGee Jr., CFP®, CPA, JD, is the Director of McGee Wealth Management, a second‑generation wealth management firm based in […]
