Tax Strategy
SECURE 2.0 Loopholes: Strategic Wealth Arbitrage
Beyond the basics: Exploring the 529-to-Roth Rescue, the Spousal IRA Deduction, and the SEP/SIMPLE Roth Option.
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Sirmium Capital Insights
Guides & Analysis
In-depth research and actionable strategies for 9/11 Families, first responders, and military veterans navigating complex financial landscapes.
Regulatory Update
SECURE 2.0: Maximizing Your Retirement "Numbers"
Navigate the new 'Debt-to-Wealth' student loan match, the 2025 'Super Catch-up' (60-63), and the RMD age shifts (73/75) with numerical certainty.
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9/11 Families
Complete Guide to Managing Your 9/11 VCF Award
What families need to know about Victim Compensation Fund awards in 2026 — from tax implications to multi-generational wealth preservation strategies.
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9/11 Families
USVSST Distribution Planning: A Complete Guide for 9/11 Families
How to navigate the United States Victims of State Sponsored Terrorism Fund distributions — tax reserves, liquidity buffers, and growth strategies.
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9/11 Families
The $11.4B Research Assistant: What MDL #1570 Means for 9/11 Families
A deep dive into the landmark Bitfinex hack recovery case, the Southern District of New York proceedings, and what it could mean for USVSST beneficiaries.
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First Responders
First Responder Pension Optimization: FDNY, NYPD & PAPD Strategies
Tier calculations, SECURE 2.0 carve-outs, Social Security Tax Torpedo defense, QDRO strategies, and 457(b) optimization for public safety officers.
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Military Veterans
Military TSP to IRA Rollover: A Veteran's Complete Guide for 2026
When to rollover, Roth conversion ladders, the SECURE Act 10-year rule, VA disability coordination, and step-by-step TSP rollover execution.
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