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Case Studies
Real planning scenarios modeled inside Break Analytics — showing advisors exactly what the numbers look like when strategy meets execution.
📊 Case Study
The $2M Inherited IRA Mistake
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📊 Case Study
The QCD Advantage
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Fact Sheets & Thought Leadership
Reference materials and planning guides from the Fin CW team — built for advisors who need fast, accurate answers.
📄 Fact Sheet
2026 IRA Overview
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📄 Fact Sheet
2025 IRA Overview
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📄 Guide
IRA Oracle’s Guide to Inherited IRAs
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📄 Fact Sheet
Inherited IRA Rules Overview
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📄 Fact Sheet
Eligible Designated Beneficiary Inherited IRA Rules
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📄 Fact Sheet
Designated Beneficiary Inherited IRA Rules
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📄 Fact Sheet
Spouse Inherited IRA Rules
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📄 Fact Sheet
Understanding the IRS Final Regulations (7/2024)
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From Our Team, Partners & Friends
Books and resources from the people behind Fin CW and the experts in our network.
📚 Book
Tax Secrets Made Simple
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📚 Book
The Great IRA Tax Grab
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▶ Video
5 Tips for Surviving the Family Business
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From the Web
Articles and research from trusted voices in the financial planning industry.