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?

Taxes 52

Taxes Retirement Planning Retirement Distribution 52

Carson Wealth

MAY 7, 2025

According to a report from the consultancy Altrata , charitable contributions from ultra-high net worth individuals increased by almost 25% between 2018 and 2022 , illustrating a growing trend of philanthropic engagement. There are overall limits on charitable donation tax deductions, however.

Compliance 52

Compliance Distribution Taxes Assets 52

Random Roger's Retirement Planning

MARCH 12, 2025

It's growth rate since inception is 3.58% going back to September, 2018 but a lot of that comes from a 15% lift in 2021 (numbers per testfol.io). They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. TRTY is a tough hold.

Portfolio 59

Portfolio Taxes Numbers Assets 59

Random Roger's Retirement Planning

NOVEMBER 9, 2024

Investors of course love dividends but share buybacks and debt reduction are more tax efficient than dividends which are taxed at ordinary income rates. It offered no crisis alpha though in the 2020 Pandemic Crash and in 2018 it was down 13.5% I threw in the Schwab US Dividend for context. versus 4.5%

Investing 52

Investing Investments Taxes Portfolio 52

Random Roger's Retirement Planning

MARCH 3, 2025

I added SH for clients a little while and have been holding BTAL for them and personally since 2018. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. Relative to a day or two, the timing was very lucky.

Clients 52

Clients Retail Accounting Taxes 52

Random Roger's Retirement Planning

MARCH 29, 2025

In 2018 you can see that two of them helped with just a few basis points. A year like 2018 constitutes down a little and is probably less important than protecting against down a lot like in 2022. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Portfolio 59

Portfolio Management Distribution Risk Management 59

Random Roger's Retirement Planning

FEBRUARY 14, 2025

It's only down year was 2018 with a decline of 7.91%. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. These portfolios don't really look anything like what we usually play around with here but the results are interesting.

Portfolio 52

Portfolio Asset Allocation Assets Management 52

Random Roger's Retirement Planning

MARCH 8, 2025

In late 2018 OCRP moved up when the market had a fast drop. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. If they can have single stock ETFs why not an ETF with just two holdings? I threw tail in as well as the S&P 500.

Taxes 59

Taxes Clients Marketing Marketing 59

Random Roger's Retirement Planning

MARCH 4, 2025

I started with a very small position in late 2018 with the intention of letting it grow into a lifechanging piece of money or letting it fail and I still own it. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Portfolio 52

Portfolio Portfolio Management Clients Management 52

Zajac Group

JULY 15, 2025

Passing in early July 2025, the One Big Beautiful Bill Act (OBBBA) implements sweeping changes to the current tax landscape, as well as federal funding, clean energy initiative rollbacks, and more. TCJA Provisions Made Permanent During his first term, President Trump signed into law the 2017 Tax Cuts and Jobs Act.

Taxes 52

Taxes Accounting Estate Planning Planning 52

Carson Wealth

JULY 11, 2025

One of the opportunities we highlighted early in the year in our 2025 Outlook was a big tax bill that boosted corporate profits, similar to 2017. We got massive tariffs first, and it was quite a struggle to get the tax bill past the finish line. New individual tax benefits that are set to expire in a few years.

Taxes 59

Taxes Marketing Marketing Government 59

Trade Brains

JUNE 26, 2025

Why this GST Notice New India Assurance has received a notice from tax authorities asking to show cause as to why the company should not pay the alleged amount of Rs. 2,298 crore in Goods and Services Tax (GST) for the period between April 2018 and March 2023. Q4 Financial Highlights The company reported revenue of Rs.

Insurance 59

Insurance Taxes Consulting Investment Advisor 59

Wealth Management

JUNE 11, 2025

2025-47, a Tax Court denied the estate of a Kentucky decedent a marital deduction for a bequest, finding that it wasn’t qualified terminable interest property (QTIP) because a QTIP election wasn’t made. Martin had created a revocable trust on March 8, 2012, and executed a second amendment to such trust on July 30, 2018.

Taxes 158

Taxes Wealth Management Estate Planning Distribution 158

Validea

MARCH 21, 2025

The top performing Zweig-inspired portfolio on Validea is the 20 stock, tax efficient portfolio. Other difficult years include 2022 , when the strategy fell -24.6% , and 2018 , with a decline of -17.2% , reflecting the volatility that can come with high-growth investing. Returns are model returns and do not reflect actual trading.

Risk Management 52

Risk Management Valuation Portfolio Sales 52

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.

Taxes 105

Taxes Tax Planning Distribution Planning 105

Random Roger's Retirement Planning

JANUARY 10, 2025

That would have been a more timely prognosis in 2018 or so but that's ok. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. It May Be Time to Ditch Bonds.

Engineering 52

Engineering Banking Portfolio Management 52

Random Roger's Retirement Planning

JUNE 30, 2025

My current position started small in late 2018 and has grown into not a life changing piece of money but a useful piece of money. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. Here is where we can tie back into Coast FIRE.

Medicine 59

Medicine Retirement Accounting Financial Planning 59

Random Roger's Retirement Planning

MARCH 9, 2025

Portfolio 3's worst year was 2018 when it fell 7.76%. Portfolio 2 had two years where it was down 5% (those were the worst two) and the leveraged version's worst year was 2018 when it fell 12.26%. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Portfolio 52

Portfolio Numbers Insurance Taxes 52

Trade Brains

JUNE 17, 2025

The Company engaged PriceWaterHouse Coopers Services LLP for financial due diligence and Legacy Growth Partners for tax due diligence for the transaction. SNG & Partners was engaged as the legal counsel to the Company. are their own, and not that of the website or its management.

Finance Expertise 59

Finance Expertise Assets Portfolio Distribution 59

Trade Brains

JUNE 21, 2025

opened the ‘I PROMISE School’-a public elementary school for at-risk youngsters- in 2018 in Akron.The foundation also committed over $40 million to help fund college scholarships for students, proving that his legacy transcends sports and money. LeBron’s wealth also emanates from a well-manicured real estate empire.He

Investing 59

Investing Investments Education Media 59

Nerd's Eye View

OCTOBER 16, 2024

Since the Tax Cuts & Jobs Act (TJCA) was passed in 2017, few households have been subject to the Alternative Minimum Tax (AMT), which TCJA restructured so that it applied mainly to a select number of upper-income households.

Taxes 246

Taxes Clients Planning Numbers 246

The Big Picture

JULY 27, 2022

Consider these columns going back to 2013 pointing out the foolishness of tax-payer subsidized corporate welfare queens (2013), and why median wages were rising ( 2016 , 2017 , 2018 , 2018 , 2019 ). Then came the pandemic, and a huge federal worker subsidy. Workers upskilled and launched new businesses.

Medicine 331

Medicine Numbers Food Insurance 331

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. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. For some, this may lead to more taxes paid on capital gains.

Taxes 105

Taxes Tax Planning Planning Estate Planning 105

Abnormal Returns

APRIL 11, 2023

axios.com) Boeing ($BA) jumped ahead of Airbus in deliveries for the first time since Q2 2018. nytimes.com) Real after-tax mortgage rates are at their highest level in years. (allstarcharts.com) Broad diversification is back! morningstar.com) Companies Tupperware ($TUP) is at-risk of going bankrupt. bbc.com) Compost is going upscale.

Financial Advising 243

Financial Advising Startup Food Economy 243

Nerd's Eye View

DECEMBER 15, 2023

Also in industry news this week: Most businesses that operate in the U.S., Also in industry news this week: Most businesses that operate in the U.S.,

Financial Planner 246

Financial Planner Retirement Taxes Insurance 246

Nerd's Eye View

SEPTEMBER 19, 2022

Eventually, as client relationships grew to be more ongoing and less transactional, financial planning grew to encompass other areas of clients’ financial lives, such as taxes and estate planning.

Financial Planner 245

Financial Planner Certified Financial Planner Financial Planning CFP 245

Calculated Risk

JANUARY 13, 2023

Also note that the sharp decline in 2010 was related to the housing tax credit policy in 2009 - and was just a continuation of the housing bust. Another exception was in late 2021 - we saw a significant YoY decline in new home sales related to the pandemic and the surge in new home sales in the second half of 2020. 2008 0.1% -2.5% 2009 -2.6%

Economy 278

Economy Sales Economics Investing 278

Getting Your Financial Ducks In A Row

OCTOBER 17, 2022

This original IRA was not deductible from income for tax purposes, and the annual contribution limit was the lesser of $1,500 or 15% of household income. The Economic Recovery Tax Act (ERTA) of 1981 allowed for the IRA to become universally available as a savings incentive to all workers under age 70 1/2. billion by 1981.

Retirement 111

Retirement Distribution Taxes Retirement Planning 111

Brown Advisory

MAY 30, 2018

NOW 2018 | The Economic Imperative of Climate Action achen Wed, 05/30/2018 - 16:35 According to recent Gallup polls, 68 percent of Americans believe global warming is caused by human activities. He noted that “green energy is so economically competitive that even a reasonably modest carbon tax would do a lot for market decarbonization.

Economics 52

Economics Food Clients Risk Analysis 52

Brown Advisory

MAY 30, 2018

NOW 2018 | The Economic Imperative of Climate Action. Wed, 05/30/2018 - 16:35. The speakers on the NOW 2018 panel "The Economic Imperative of Climate Action," are in the business of providing policy, investment, and data-driven solutions for the climate change crisis.

Economics 52

Economics Food Clients Risk Analysis 52

Brown Advisory

FEBRUARY 7, 2019

Muni Bonds: Winners in 2018 and Bright Skies Ahead for 2019 ajackson Thu, 02/07/2019 - 08:44 Municipal bonds held their ground in 2018, and truly shined when equity markets were punished during the fourth quarter. Here’s a quick recap of 2018 and our thoughts heading into 2019. Treasury yields in late November and December 2018.

Taxes 52

Taxes Clients Investing Investments 52

Brown Advisory

FEBRUARY 7, 2019

Muni Bonds: Winners in 2018 and Bright Skies Ahead for 2019. Municipal bonds held their ground in 2018, and truly shined when equity markets were punished during the fourth quarter. Here’s a quick recap of 2018 and our thoughts heading into 2019. 2018: Tough Conditions Prove Helpful for Munis. Thu, 02/07/2019 - 08:44.

Taxes 52

Taxes Clients Investing Investments 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. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. For some, this may lead to more taxes paid on capital gains.

Taxes 52

Taxes Tax Planning Planning Estate Planning 52

MainStreet Financial Planning

AUGUST 5, 2024

Since 2018, the federal tax code allows 529 plans to be used for up to $10,000 per year to pay for qualified K-12 tuition. Warning: not all states have adopted this rule, you may not owe taxes on your federal return but watch out for the impact on state taxes!

Planning 98

Planning Education Taxes Distribution 98

Brown Advisory

MARCH 30, 2018

Outlook for 2018 | Confronting the Unknown. Fri, 03/30/2018 - 11:57. sectors due to the recent tax law overhaul. We welcome your thoughts and comments and look forward to discussing these issues with you throughout 2018. . . . .

Asset Allocation 52

Asset Allocation Portfolio Assets Valuation 52

Trade Brains

DECEMBER 31, 2023

Tax Loss Harvesting : As an investor, you earn capital gains irrespective of the asset you invest in. While you trade or invest a significant amount of capital and receive good returns, there comes a time when you start worrying about the taxes on those gains. It is called Tax Loss Harvesting. How are Capital Gains Taxed?

Taxes 59

Taxes Assets Investing Investments 59

Brown Advisory

AUGUST 1, 2018

2018 Berkshire Hathaway Annual Shareholder Meeting ajackson Wed, 08/01/2018 - 09:30 The Berkshire Hathaway annual meeting is an opportunity for shareholders and analysts to pose questions to Warren Buffett and Charlie Munger. Berkshire’s book value growth is after tax, while the S&P Index return is pretax.

Assets 52

Assets Investing Investments Insurance 52