The Library

529 Plans

 A 529 plan is an investment account where you can set money aside for a loved one’s education expenses and receive tax benefits. The money in your 529 account can grow on a tax-deferred basis and can be withdrawn tax-free if it is being spent on a qualified expense.  

Direct Indexing

Direct Indexing can offer tax efficiencies to investors looking for index investing strategies in their taxable accounts.


The Employee Stock Purchase Plan (ESPP) is a program in which employees at a company can purchase the company stock at a discount. Let us walk you through everything you should know when participating in the ESPP at your company.

IPO Glossary

Alternative Minimum Tax (AMT), AMT Credit, Cashless Exercise, Early Exercising, Exchange Fund, Incentive Stock Option (ISO), Non-Qualified Stock Option (NSO), Qualified Opportunity Zone, Restricted Stock Unit (RSU), Tax Withholding, 83(b) Election

IRA 101

Individual retirement accounts (IRAs) are one of the most common assets people rely on to save and invest for retirement. In fact, more than a third of households in America own an IRA. If you’re thinking of opening an IRA for the first time, it’s a good idea to review the rules. Even if you have had an IRA for years, note that laws change.

Roth 401(k)

The Roth 401(k) has become an attractive investment account, with investors attracted to their qualified tax-free withdrawals and contributions which receive after-tax treatment. But like other 401(k) plans, the Roth 401(k) carries with it numerous rules that impact their ultimate tax treatment. Understanding these rules is critical for optimizing your tax consequences.

eBook Guides

Collection of various guides for Strategies for Navigating Your IPO, Take Charge of your 401k, 8 Timeless Investing Principles, 4 Critical Social Security Facts and Understanding your Estate

Our TPWA Blog

Welcome to the TPWA Blog! We will share interesting articles, updates, and post about the financial topics that are most top of mind for us at the moment. We hope you enjoy! And as always, do not hesitate to reach out to us if you would like to discuss any topic further or have any questions.

Calendly Background

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