Harness Wealth

APRIL 16, 2025

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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Taxes Retirement Retirement Planning Distribution 52

Random Roger's Retirement Planning

JULY 4, 2025

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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Portfolio Numbers Management Taxes 59

MainStreet Financial Planning

NOVEMBER 25, 2024

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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Taxes Planning Retirement Planning Accounting 98

Harness Wealth

APRIL 17, 2025

Incentive stock options represent a specialized form of equity compensation designed specifically for employees, offering potential tax advantages that make them particularly valuable for retention. This restriction helps companies focus their most tax-advantaged equity compensation on their core workforce.

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Taxes Tax Planning Planning Sales 52

Investing Caffeine

MAY 1, 2025

Rocketman and North Korea Missiles (2017) Tensions flared in 2017 as North Korea tested missiles and President Trump threatened retaliation against dictator Kim Jong Un by bombing Pyongyang and Rocket Man. Are you near retirement? Dont jeopardize your retirement goals – de-risk accordingly.

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Media Economy Investments Investing 52

Random Roger's Retirement Planning

JUNE 18, 2025

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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Portfolio Clients Retail Taxes 52

Harness Wealth

JANUARY 28, 2025

In this guide, we’ll explore the key tax changes in effect for 2025, how theyll influence your filing status, retirement savings, investment, and estate planningand offer strategic advice to help high-income and high-net-worth individuals prepare more effectively for upcoming coming tax changes. That said, U.S.

Taxes 52

Taxes Planning Retirement Accounting 52

The Big Picture

FEBRUARY 4, 2025

That’s why marginal tax rates in Denmark are 55%. Barry Ritholtz : But you left before you had to pay those 55% tax rates. How do we make sure that there are enough retirement savings for our population? On top of that, you also get, so this is as a PhD student, you also get, of course I need to say this, free healthcare.

Economy 255

Economy Banking Economics Taxes 255

The Big Picture

MARCH 17, 2025

You sit in a room all day doing tax returns or something, it’s just not, you know, that it seemed antisocial. So you end up teaching at the University of Missouri, Kansas City for 18 years, from 1999 to 2017. Barry Ritholtz : So what brought you in 2017 to my alma mater, SUNY Stony Brook. A third was a temporary tax cut.

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Economy Taxes Budgeting Government 146

Carson Wealth

FEBRUARY 27, 2025

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. Tax planning is similar in the sense that you can put work in on the front end that youll reap benefits from later.

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Taxes Tax Planning Distribution Planning 105

Harness Wealth

APRIL 11, 2025

Lastly, an update regarding a crucial Fifth Circuit case emphasizing the importance of clearly defined business components when claiming research tax credits. Budget Reconciliation: Tracking the 2025 Trump Tax Cuts By Tax Foundation Extending the expiring 2017 Tax Cuts and Jobs Act (TCJA) would decrease federal tax revenue by $4.5

Taxes 52

Taxes Retirement Financial Planner Accounting 52

The Big Picture

JUNE 13, 2025

Wall Street Journal ) • Tax-Slashing ETF Trailblazer Preps for a Fresh $5 Billion Haul : ETF Architect has backlog of ETF conversions to do this year; Deals are ‘no-brainer’ for clients, despite added cost: ( Bloomberg ) see also BlackRock, Goldman Scale Up Tax Trades in $3 Trillion SMA Boom : BlackRock Inc., Goldman Sachs Group Inc.

Recruitment 170

Recruitment Taxes Wealth Management Banking 170

Random Roger's Retirement Planning

APRIL 26, 2025

Of course the reason anyone cares about ARKK is how fantastically well it did for about a four year run starting in early 2017. The context of the article was in terms of people in their late 50's, into their 60's possibly having their hands forced into retirement.

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The Big Picture

JUNE 15, 2025

More than 35,000 people have descended on Las Vegas in the final week of May for the conference: bitcoin miners, bitcoin dealers, several retired athletes, three U.S. He is a retired neurologist, principal in the money management firm Efficient Frontier Advisors, and author of several best-selling books on finance and history.

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License Media Retirement Retail 177

Random Roger's Retirement Planning

JUNE 28, 2025

I hadn't heard of it but it has been trading since 2017. He's retired from is career job and has jumped in with both feet into the fire department. It's easy after retiring to become disconnected from younger people but it is important to maintain these connections to stay current with the world which is a big deal.

Retirement 59

Retirement Portfolio Taxes Numbers 59

Random Roger's Retirement Planning

JUNE 16, 2025

Part of our compensation was stock and the way it was structured, the only we he could have accessed it would have been to quit/retire once vested. Schwab didn't retake that high until early 2017. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

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Planning Retirement Taxes Clients 49

Nerd's Eye View

JULY 10, 2024

The Tax Cuts and Jobs Act (TCJA), passed in 2017, was one of the most extensive pieces of tax legislation to be passed in the last 30 years, touching many aspects of individual, corporate, and estate tax.

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Taxes Clients Planning Numbers 246

The Chicago Financial Planner

OCTOBER 21, 2021

Saving for retirement is a major undertaking for most of us. Health savings accounts (HSA) provide another vehicle to save for retirement. An HSA can serve as an additional retirement savings vehicle on top of your IRA or 401(k) to help cover healthcare and other retirement expenses. Prescription drugs and insulin.

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Retirement Planning Accounting Retirement Planning 193

Nerd's Eye View

OCTOBER 1, 2022

A new bill would make many parts of the Tax Cuts and Jobs Act of 2017 permanent, including its changes to tax brackets, the higher standard deduction, and the cap on state and local tax deductions. What advisory firms can do to make the most out of client testimonials and avoid negative reviews on third-party websites.

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Financial Planner Retirement Planning Advertising Taxes 245

The Big Picture

FEBRUARY 27, 2023

Recall last week , we were discussing thinking about the impact of retiring Baby Boomers on the equity markets and of rising rates on housing. The demographic question touches on a big issue: $6 trillion dollars in 650,000 (401k) retirement plans held by 10s of millions of Americans. appeared first on The Big Picture.

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Distribution Retirement Retirement Planning Taxes 324

Nationwide Financial

AUGUST 29, 2022

Key Takeaways: Even without new legislation, the prospect of higher taxes in the future is still looming. The impact of higher taxes on retirees could be substantial, so staying up to date on the current tax landscape is vital. But even without new legislation, the prospect of higher taxes in the future is still looming.

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Taxes Retirement Accounting Budgeting 98

Carson Wealth

DECEMBER 8, 2023

That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. One consideration this year is that we’re two years from the expiration of the Tax Cuts and Jobs Act of 2017 (TJCA). AGI impacts multiple other tax considerations.

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Planning Retirement Planning Taxes Retirement 143

The Big Picture

NOVEMBER 27, 2023

This is before we get to the issue of capital gains taxes, which create a hurdle of (minimum) 20% on those pesky profits just to get to breakeven. When you get it wrong, it crushes your retirement plans. Let’s add some color to the discussion on timing itself and add a little nuance.1

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Marketing Marketing Math Retirement Planning 302

Darrow Wealth Management

JULY 1, 2024

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. At that point, many provisions will revert to 2017 levels, adjusted for inflation. For example, in 2017, the marginal tax brackets were 10%, 15%, 25%, 28%, 33%, 25%, and 39.6%.

Taxes 105

Taxes Tax Planning Planning Estate Planning 105

Integrity Financial Planning

SEPTEMBER 11, 2023

After you’ve spent your whole life working, you may find that in retirement, you want to give some money to charity. But if you are living off of income streams from sources like your retirement accounts and Social Security, you may be worried about finding a way to make charity work for your financial picture.

Retirement 98

Retirement Taxes Distribution Tax Planning 98

Random Roger's Retirement Planning

AUGUST 2, 2023

More Generation X retirement doom today from both Bloomberg and Yahoo. million for retirement which is up from $1.7 To the idea of a goal for retirement savings, I've never had one. million should safely kick out $72,000 before taxes (taxes are owed on traditional IRA distributions) assuming a 4% withdrawal rate.

Retirement 75

Retirement Numbers Budgeting Taxes 75

Brown Advisory

DECEMBER 4, 2017

2017 Year-End Planning Letter. Mon, 12/04/2017 - 13:10. presidential election, we have grappled with the lack of clarity regarding the details of new tax legislation. The outcome of the tax reform debate is likely to impact how we advise clients on tax planning, estate planning and a host of other topics.

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Planning Taxes Clients Tax Planning 52

Advisor Perspectives

OCTOBER 1, 2023

When those changes involve tax law, it is extremely important for clients to meet with their financial professional, tax advisor, and legal advisor to discuss any adjustments that may need to be made to their financial, retirement, or estate plan. My guests today are two members of the MassMutual team.

Taxes 52

Taxes Estate Planning Distribution Sales 52

Advisor Perspectives

SEPTEMBER 27, 2023

When those changes involve tax law, it is extremely important for clients to meet with their financial professional, tax advisor, and legal advisor to discuss any adjustments that may need to be made to their financial, retirement, or estate plan. My guests today are two members of the MassMutual team.

Taxes 52

Taxes Estate Planning Distribution Sales 52

Darrow Wealth Management

JULY 1, 2024

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. At that point, many provisions will revert to 2017 levels, adjusted for inflation. For example, in 2017, the marginal tax brackets were 10%, 15%, 25%, 28%, 33%, 25%, and 39.6%.

Taxes 52

Taxes Tax Planning Planning Estate Planning 52

Yardley Wealth Management

MARCH 1, 2022

The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. But tax planning isn’t just for your investments.

Financial Planning 52

Financial Planning Taxes Planning Tax Planning 52

Yardley Wealth Management

MARCH 1, 2022

The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning. In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. . But tax planning isn’t just for your investments.

Financial Planning 52

Financial Planning Taxes Planning Tax Planning 52

Park Place Financial

JANUARY 9, 2023

FINANCIAL PLANNING Tax and Financial Planning Ideas For 2023 Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Additionally, the government has made changes to tax rules, further prompting Americans to reevaluate their tax and financial strategies. Retirement Savings Accounts . Tax Deductions .

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Financial Planning Taxes Planning Certified Financial Planner 52

Harness Wealth

MARCH 11, 2024

As a company founder, early startup employee, or small business owner, you may find yourself in a higher tax bracket as your business grows or you realize gains from equity compensation. But that doesn’t mean you simply have to accept a higher tax bill. Here are 20 tax-efficient actions to consider when filing your taxes in 2024.

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Startup Taxes Medical Retirement 59

Harness Wealth

MAY 2, 2025

The Tax Cuts and Jobs Act (TCJA)the 2017 tax code overhaul designed to boost economic growthis set to expire on December 31, 2025. Unless Congress intervenes, the TCJAs sunset will usher in a swathe of tax increases in 2026, with analysts estimating that over $4 trillion worth of tax hikes could take effect.

Taxes 52

Taxes Clients Insurance Distribution 52

Nationwide Financial

NOVEMBER 23, 2022

According to the most recent 2017 Census of Agriculture, the average age of a U.S. Those numbers make it clear that farmers are generally not retiring at age 65. Yet even though many farmers lack a “plan” for retirement in the traditional sense, farmers still need the help of financial professionals. farmer is approximately 57.5

Retirement 52

Retirement Planning Healthcare Medical 52

Harness Wealth

MAY 19, 2025

When it comes to choosing a business structure, understanding the tax implications is crucial. However, the tax treatment of a C Corp is distinct and can be complex, requiring careful consideration and planning. However, the tax treatment of a C Corp is distinct and can be complex, requiring careful consideration and planning.

Taxes 52

Taxes Tax Planning Compliance Planning 52