News and Commentary
Kerr Wealth Kernels
Donor-Advised Funds – Tax Relief for High Earners in 2026
High federal tax rates hit hard when you’re in the top brackets. With new 2026 rules under the One Big Beautiful Bill Act—including a 0.5% AGI floor on itemized deductions and a 35% effective cap for the 37% bracket—smart planning matters more than ever. One proven tool? Donor-Advised Funds (DAFs).
Big Raise or Bonus? Don’t Let It Disappear, Make It Multiply
Congrats! That extra paycheck feels amazing. But here’s the secret most people miss: the real win isn’t spending it—it’s keeping it working for you for decades.
Roth Conversions—Your 2026 Opportunity
Welcome to Kerr Wealth Kernels. In 2026, Roth IRA conversions remain one of the smartest possible moves for many investors.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 04, 2026
529 Plans Continue to Evolve: Here’s What Families Need to Know in 2026
In recent years, legislative changes have expanded how 529 plans can be used—making them more flexible and relevant for a wider range of education and financial planning needs.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
April Investment Perspectives
Our Investment Strategy Group examines how geopolitical tensions are influencing oil prices and market dynamics. The report also explores opportunities in emerging markets and reinforces the importance of staying focused on long-term fundamentals.
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term market turbulence may ultimately benefit.
Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And you may want to reward them with one of the best gifts you can give — supporting their education.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
