Remove 2017 Remove Retirement Planning Remove Taxes
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Weekend Reading For Financial Planners (July 5–6)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Congress has passed highly anticipated tax legislation, making 'permanent' (i.e.,

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When The 4% Rule Isn't 4%

Random Roger's Retirement Planning

Where Sam writes about FIRE, he asked Bengen what a safe withdrawal rate would be for someone who retired, planning to need the money to last for 50 years instead of the typical 30 used for planning purposes. I took the above picture in 2017. The answer is no but I feel like there's a lesson in here somewhere.

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Reversing a Roth IRA Conversion

Harness Wealth

Roth IRA conversions present a significant challenge for retirement planners: pay taxes now or later? Moving funds from traditional IRAs to Roth accounts triggers immediate taxation but promises tax-free withdrawals in retirement. One of the Roth IRA’s most compelling features?

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Rethinking Everything We Know About Levered ETFs

Random Roger's Retirement Planning

VettaFi has info on GTAA even though it closed in 2017. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. When I was at AdvisorShares, the Morgan Creek Global Tactical ETF (GTAA) maintained positions in levered ETFs for an extended period.

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2025 Tax Brackets, Social Security Benefits Increase, and Other Inflation Adjustments

MainStreet Financial Planning

The maximum amount of earnings subject to Social Security tax (taxable maximum) will increase to $176,100 from $168,600. The individual tax brackets for ordinary income have been adjusted by inflation. On average, tax parameters that are adjusted for inflation will increase about 2.80%.

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Skewing To An Unrealistically Good Result

Random Roger's Retirement Planning

Dusting off an old one, quick, without looking, what did the S&P 500 do in 2017 and did you outperform or lag? They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. Here's the one thing, with regard to portfolio outcomes, that matters most.

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Strategies to Help Finish the Tax Season Strong

Carson Wealth

Like gardening or working out, tax planning is one of those activities where you get out what you put in. Tax planning is similar in the sense that you can put work in on the front end that youll reap benefits from later. Many of us just do tax preparation, dropping off a shoebox of documents with a CPA for the weekend.

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