Harness Articles

A Guide to the Foreign Earned Income Exclusion (FEIE)

Learn how the Foreign Earned Income Exclusion (FEIE) can reduce your U.S. tax burden when living abroad. Explore eligibility criteria and practical strategies.

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How Much Does a Financial Advisor Cost? (Updated for 2026)

Financial advisory services come with varying fees and structures. This detailed guide provides current insights into the average costs and fee arrangements of financial advisors in 2026.

U.S. Net Worth by Age: What the Data Shows [Updated for 2026]

How much wealth does it take to be above average in the U.S. today?

An Individual in dark clothing sat at a desk to symbolize a tax advisor.

Spousal Lifetime Access Trust (SLAT)—What Is It and How Does It Work?

A Spousal Lifetime Access Trust (SLAT) offers high-net-worth couples a tax-efficient way to transfer wealth while maintaining indirect access to assets. Learn how SLATs work, key benefits, risks, and why these trusts matter ahead of potential estate tax changes in 2026.

A woman working at her desk reviewing financial documents, representing the SECURE 2.0 retirement account changes taking effect in 2025.

SECURE 2.0 Retirement Account Changes 2025: 401k & IRA Updates Explained

SECURE 2.0 is transforming retirement planning in 2025. Learn about improved catch-up contributions, automatic enrollment, Roth account updates, and much more.

A woman is smiling while teaching her son, illustrating the concept of saving for education through 529 plans and Roth IRA rollovers.

529 to Roth IRA Rollovers 2025: A Guide to Eligibility & How to Do It

Explore the new 529 to Roth IRA rollover options starting in 2025. Learn everything you need to know to optimize your educational savings and retirement funds.

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6 Strategies for Generational Wealth Transfer

Discover 6 established generational wealth transfer strategies, from gifting and trusts to Roth conversions and heir education. Learn how to build a lasting legacy.

A group of people engaged in a discussion, symbolizing the complexities of understanding the Roth IRA 5-Year Rule.

Understanding the Roth IRA 5-Year Rule: Withdrawals, Conversions, and Timeline

Learn how contributions, conversions, and inherited accounts impact your retirement planning under the Roth IRA 5-Year Rule.

A woman stands among cardboard boxes, writing on a piece of paper at a desk with a laptop, symbolizing self-employed retirement planning.

The Pros & Cons of a SEP IRA vs Solo 401(k) in 2025

Discover the key differences between SEP IRAs and Solo 401(k) plans in 2025 as we explore their advantages, drawbacks, and eligibility factors.

A mother leans over to help her young son with homework at the kitchen table, representing how 529 plan savings can support a child’s future education.

10 Rules for Superfunding a 529 Plan in 2025

Our guide details the 10 essential rules for superfunding a 529 plan in 2025, helping you transfer wealth and secure your child's education.

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