Nerd's Eye View

AUGUST 12, 2022

From there, we have several articles on Mergers & Acquisition (M&A) trends: M&A activity so far in 2022 is set to exceed 2021’s record pace despite economic headwinds, meaning there could simply be a ‘new normal’ of higher activity regardless of the economic environment.

Financial Planner 245

Financial Planner Retirement Healthcare Numbers 245

Mish Talk

DECEMBER 20, 2022

percent below the November 2021 rate of 1,729,000. percent) below the November 2021 rate of 1,706,000. percent)* above the November 2021 rate of 1,406,000. Unadjusted Numbers Year-Over-Year Starts: Down 16.4 percent Those numbers remove supply constraints in both materials and labor. This is 11.2 percent (±12.3

Taxes 227

Taxes Numbers Economics 227

The Big Picture

JULY 25, 2023

Pomp points out that: “I am, however, arguing that the total return percentage traditionally quoted is not what people actually achieve in their brokerage account because of taxes. I have addressed Tax Alpha before ( see this and this ); but Pomp indirectly raised a very different issue: Why do people underperform their own assets?

Assets 246

Assets Accounting Taxes Numbers 246

The Chicago Financial Planner

NOVEMBER 27, 2022

One of the best tax deductions for a small business owner is funding a retirement plan. Beyond any tax deduction you are saving for your own retirement. Both plans allow for contributions up your tax filing date, including extensions for the prior tax year. As a fellow small businessperson, I know how hard you work.

Retirement Planning 263

Retirement Planning Retirement Planning Financial Planner 263

Nerd's Eye View

AUGUST 12, 2022

From there, we have several articles on Mergers & Acquisition (M&A) trends: M&A activity so far in 2022 is set to exceed 2021’s record pace despite economic headwinds, meaning there could simply be a ‘new normal’ of higher activity regardless of the economic environment.

Financial Planner 179

Financial Planner Retirement Healthcare Numbers 179

The Chicago Financial Planner

OCTOBER 20, 2021

If you are working, collecting a Social Security benefit and younger than your FRA your benefits will be reduced by $1 for every $2 that your earned income exceeds the annual limit which is $18,960 for 2021. For 2021 this increased limit is $50,520, for 2022 this limit is $51,960. Social Security and income taxes .

Retirement 192

Retirement Financial Planner Taxes Distribution 192

The Big Picture

JUNE 27, 2024

If they get a 7% increase in wages, they see a modest increase in their direct deposit of after FICA, federal and state withholding taxes, 401K, etc. For most of us who are not regularly crunching the numbers in spreadsheets, it may not feel that way. Someone making $100,000 a year receives a twice-a-month paycheck of $2,328.82.

Budgeting 321

Budgeting Economics Sales Media 321

Calculated Risk

DECEMBER 7, 2022

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. 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.

Sales 361

Sales Economy Engineering Investments 361

Random Roger's Retirement Planning

APRIL 3, 2024

Looking at AQMIX on your statement kind of going nowhere for 10 years could be difficult but clearly a portfolio with the allocation in Portfolio 3 would have kept up just fine and if they had focused on the bottom line number and not the line items, it would not have been difficult. 90/40 was down 1.56% and Portfolio 3 was up 3.25%.

Numbers 96

Numbers Portfolio Management Retirement 96

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.

Taxes 98

Taxes Retirement Accounting Budgeting 98

Calculated Risk

MAY 29, 2023

Then new home sales and single-family starts turned down in 2021, but that was partly due to the huge surge in sales during the pandemic. 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.

Sales 363

Sales Economy Banking Economics 363

Calculated Risk

SEPTEMBER 16, 2022

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. 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.

Sales 363

Sales Economy Economics Investments 363

Gen Y Planning

MARCH 1, 2022

Yep, it’s about that time—tax time, of course. . The sun’s out a little longer, we shed a few layers, the first blooms of the season are on full display, and taxes are due smack dab in the middle of it all. This year, your 2021 taxes are due on April 18th, 2022. This year, let’s make taxes fun! Let’s take a look.

Taxes 52

Taxes Government Accounting Numbers 52

Brown Advisory

MAY 31, 2022

2021 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Tue, 05/31/2022 - 15:22 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Enclosed is our 2021 Impact Report for the Tax-Exempt Sustainable Fixed Income strategy.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

MAY 31, 2022

2021 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy. For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. Enclosed is our 2021 Impact Report for the Tax-Exempt Sustainable Fixed Income strategy.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Carson Wealth

MAY 20, 2024

April inflation data confirmed there is no need to panic about the first-quarter numbers. That’s the slowest pace since August 2021 and not far above the 2018-2019 average of 3.6%. It is widely used as a cost-of-living benchmark to adjust Social Security payments and other payment schedules, union contracts, and tax brackets.

Numbers 97

Numbers Marketing Marketing Food 97

Random Roger's Retirement Planning

MAY 28, 2025

Along the lines of the 75/50 portfolio that captures 75% of the upside with only 50% of the downside (run the numbers, they work), the result of Portfolio 1 is in the same neighborhood. In 2021 it lagged the index by 12%. The Portfolio 1 has the same longer term result at the S&P 500 but with only 58% of the volatility.

Portfolio 59

Portfolio Taxes Numbers Investments 59

Nationwide Financial

APRIL 28, 2023

Key Takeaways: The WA Cares Fund, a mandatory long-term care insurance benefit was officially signed into law in April of 2021, and its short lived opt-out opportunity affected the ability to get LTC business issued in a timely fashion all around the country. Another factor to notice was the ratio of policies sold vs. premium paid in 2021.

Insurance 105

Insurance Taxes Clients Numbers 105

Random Roger's Retirement Planning

JUNE 3, 2025

All three lagged by a lot in partial year 2021, lagged somewhat in 2023, lagged by kind of a lot in 2024 and this year has been slightly favorable. If you run those numbers, you'll see that sort of result would work out very well over the long term but it is very difficult to pull off.

Portfolio 59

Portfolio Marketing Marketing Clients 59

Random Roger's Retirement Planning

JUNE 2, 2025

I don't mean just see and digest the numbers but when something looks eyepoppingly good, too good, I would try to understand why it was so good, or bad maybe, and try to assess whether that result has any reasonable chance of being repeatable. I asked three different AIs why it did so well in 2021.

Portfolio 59

Portfolio Assets Management Banking 59

Carson Wealth

MARCH 26, 2024

By Mike Valenti, CPA, CFP®, Director,Tax Planning LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. What exactly does this new piece of legislation entail and how could it affect you and your business?

License 129

License Tax Planning CFP Taxes 129

Cordant Wealth Partners

SEPTEMBER 27, 2021

Planning opportunities with salary: Contribute to your 401(k), HSA, and (for those Level 67+) Deferred Compensation accounts to reduce your taxes today. Restricted Stock Units vest over time and are taxed as income. Incorporate tax planning with your RSU vesting schedule to minimize taxes. See the chart below. at vesting.

Engineering 52

Engineering Taxes Insurance Accounting 52

Random Roger's Retirement Planning

MAY 24, 2025

The various funds that are down 30-50% from their 2021 highs can never make their way back to those prices and if from here, yields move up from the 4-5% to maybe 5.5-6.5% Some number of readers of that article learned today to set some cash aside for expenses in case the market drops a lot.

Portfolio 45

Portfolio Numbers Taxes Marketing 45

Steve Feinberg

JULY 27, 2021

Dear Appletree Client: We want to take a few minutes to talk with you about some issues with the IRS as well as the new monthly child tax credit. The IRS continues to have substantial delays processing tax returns with refund requests. Second, we recommend that you consider opting out of receiving the monthly child tax credit checks.

Taxes 52

Taxes Banking Clients Accounting 52

Random Roger's Retirement Planning

JUNE 1, 2025

It has a total of about 11% in VGIT and BND which have compounded negatively since the start of 2021, have each bottomed out with mid-teen declines but have been clawing their way back slowly over the last couple of years. The trend following number appears to include a 7.94% weighting in Cambria Value and Momentum ETF (VAMO).

Numbers 52

Numbers Management Taxes Clients 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 Investments 59

Harness Wealth

MARCH 29, 2023

Below are some insights from Richard Morris, Executive Vice President and Director of Tax Services, and Alex Seleznev, Senior Investment Advisor and Chief Operating Officer of MBI, LLC. And depending on your specific tax situation, you may be paying between 15% and 20% or even more in capital gain taxes.

Tax Planning 52

Tax Planning Taxes Planning Marketing 52

James Hendries

SEPTEMBER 20, 2022

Income shifting (also known as income splitting) may be defined as dividing income in a way that lowers overall taxes. When using these methods to shift income to a child, it’s always important to bear in mind the kiddie tax. Timing the receipt of your income can also help you lower your taxes.

Tax Planning 52

Tax Planning Taxes Planning Accounting 52

Gen Y Planning

NOVEMBER 5, 2021

As the final days of 2021 rapidly approach, it’s important to carve out intentional time to ready your finances for 2022. Let’s take a look at 2021 numbers. . Those of you who have access to a Mega Backdoor Roth can get to this $58,000 number so talk to your employer to see if this is an option for you). Assess Your Debt.

Taxes 75

Taxes Estate Planning Planning Budgeting 75

Trade Brains

JANUARY 10, 2023

In the latest development, the domestic wiring harness (DWH) business of MSSL was demerged from the company in 2021. Samvardhana Motherson International earned 82% of its revenues overseas in FY 2021-22. Different agencies expect global production numbers to improve to 94 Mn units by FY26 for LV and 2.6 Industry Overview.

Manufacturing 97

Manufacturing Distribution Taxes Accounting 97

Random Roger's Retirement Planning

MARCH 20, 2025

On these AI queries they run, they ask it to assign a ranking out of ten so 8, 9 or 10 out of 10 is good and lower numbers are not good. The odds are pretty good that plain vanilla 60/40 will still get the job done over longer periods but I would caution that the ride has been much bumpier since late 2021 and will stay that way for a while.

Investments 59

Investments Investing Portfolio Asset Allocation 59

Carson Wealth

APRIL 21, 2025

The recently released Bank of America Global Fund Manager Survey showed a record number of participants who intend to cut US exposure, as shown in the chart below. That would be the slowest pace since March 2021. year over year, also the slowest pace since March 2021. in March and clock in at 2.6% year over year. Until tariffs.

Marketing 78

Marketing Marketing Economy Investing 78

Random Roger's Retirement Planning

JANUARY 22, 2025

There's very little difference in the Calmar Ratios between the leveraged and unleveraged versions but both were much better than VBAIX while the kurtosis numbers were far inferior to VBAIX. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Asset Allocation 52

Asset Allocation Portfolio Assets Taxes 52

Cordant Wealth Partners

DECEMBER 11, 2020

Today we are going to tell you everything you need to know about the upcoming 2021 changes to the Intel Minimum Pension Plan (MPP). There now exists a meaningful incentive for many long-time Intel employees to retire from Intel before May 2021. This calculation is done using an annuity factor, which is what is changing in 2021.

Retirement 52

Retirement Planning Accounting Insurance 52

Zajac Group

OCTOBER 21, 2021

Most people understand that taxes can be a little more complicated when you have incentives stock options and other equity compensation. What they may not know is that income tax isn’t just about tax brackets to calculate your regular taxable income. Form 6251 will lead you to calculate your tentative minimum tax.

Taxes 52

Taxes Planning Investments Investing 52

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Thu, 01/28/2021 - 15:15 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Enclosed is our 2020 Impact Report for the Tax-Exempt Sustainable Fixed Income strategy. 31, 2020.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy. Thu, 01/28/2021 - 15:15. . For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. A Letter of Introduction From The Portfolio Managers.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52