How Superfunding 529 Plans Can Help Families Prepare for College (and beyond)
Michael W. McGee, Jr., CFP®, CPA, JD [...]
The Gift Tax Rule Most Families Miss
Michael W. McGee, Jr., CFP®, CPA, JD [...]
The IRA Reality Check: A Simple Plan to Keep More and Leave Well
Michael W. McGee, Jr., CFP®, CPA, JD [...]
Understanding IRMAA in 2026: What It Means for Your Medicare Costs
Michael W. McGee, Jr., CFP®, CPA, JD [...]
Understanding Self Directed Brokerage Accounts and How Advisors Use Them to Create a Unified Plan
Michael W. McGee, Jr., CFP®, CPA, JD [...]
A Clearer Path Forward: What the OBBB Means for Your Financial Life in 2026
A Clearer Path Forward: What the OBBB Means for [...]
When Equal Isn’t Always Fair
Estate planning for family businesses and farms requires more [...]
2026 Retirement Contribution Limits Are Here: What They Mean for Your Financial Plan
At McGee Wealth Management, we believe that financial [...]
Big News for Families: Dependent Care FSA Limits Are Increasing in 2026
As we head into benefit election season, there’s [...]
New SECURE Act 2.0 Catch-Up Contribution Rules
Big Change Coming for 50+ Savers: New [...]
