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Business insights and articles written by our team of world-class professionals

Beyond the 401(k): Tax-Efficient Investment Strategies | R2 Insights

Already maxed out your 401(k) or IRA and wondering what’s next? This guide reveals 12 advanced, tax-efficient investment strategies tailored for high-income earners — including backdoor Roths, HSAs, donor-advised funds, and more. Learn how to reduce tax exposure, grow your wealth strategically, and make smarter after-tax investment decisions.

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Economic Signals, Policy Shifts, and Smarter Business Planning

CFOs face increased pressure to align capital planning with shifting monetary policy and economic uncertainty. Understanding how Fed decisions influence cash flow, borrowing costs, and investment timing is essential to maintaining financial agility. In this article, we break down the key policy signals CFOs should monitor—and how to translate them into smart, forward-looking capital strategies.

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