The client owned a successful veterinary practice and was ready to sell and retire to spend more time with wife and family after many years building the practice and taking care of his beloved clients’ pets. He and his wife came to me as they faced a dilemma – to sell to a venture capital group buying up vet practices and offering more money or sell to a local group of doctors he knew and trusted to continue practicing as he would but offering much less money.
What the New Trump Accounts Mean for Your Family
As part of President Trump’s “One Big Beautiful Bill,” signed into law on July 4, 2025, a new type of savings vehicle...