Abnormal Returns

NOVEMBER 6, 2023

papers.ssrn.com) Taxes A 2023 year-end tax planning guide. kitces.com) Advisers How the profession of financial planning has changed over time. (riaintel.com) How to prep an RIA for sale. (fa-mag.com) fa-mag.com) Research into how RIAs grow. kindnessfp.com) The ins and outs of backdoor Roth IRAs.

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Wealth Management Retirement Planning Tax Planning Financial Planning 264

Abnormal Returns

SEPTEMBER 26, 2022

Podcasts Christine Benz and Jeff Ptak talk with Tim Steffen, director of tax planning for Baird. bpsandpieces.com) The 2nd annual Future Proof conference is set for Huntington Beach, CA, on September 10-13, 2023. ft.com) Advisers Why checklist-style financial planning isn't all bad. Budge looks to solve this.

Tax Planning 130

Tax Planning Startup Compliance Financial Planning 130

Advisor Perspectives

DECEMBER 26, 2023

Advisors are being asked to provide their clients with a full suite of solutions, ranging from estate and tax planning to portfolio management, and everything in between. Clients are increasingly eager to gain access to fully customizable solutions that meet their individual needs.

Asset Allocation 105

Asset Allocation Portfolio Management Tax Planning Financial Planning 105

Darrow Wealth Management

NOVEMBER 17, 2022

In November 2022, proponents of the Massachusetts ‘millionaires’ tax (question 1) won their bid to nearly double the income tax rate on individuals with taxable income over $1M a year. Starting in 2023, a 4% surtax will be applied to taxable income and capital gains over $1M. About Darrow Wealth Management.

Taxes 111

Taxes Wealth Management Tax Planning Planning 111

MainStreet Financial Planning

MAY 31, 2022

The MainStreet Financial Planning Discussion Club. Tax Planning: Things to work on before year-end. Please join MainStreet Financial Planner Vida Jatulis and MainStreet Paraplanner Meggan Orenstein as they breakdown some of the best tax planning ideas that can improve your tax situation.

Tax Planning 40

Tax Planning Taxes Planning Financial Planner 40

Harness Wealth

JUNE 9, 2023

Recognizing the need for a financial plan is a significant first step toward the goal of achieving personal financial security. Table of Contents What is a Financial Plan? Table of Contents What is a Financial Plan? Why is Financial Planning so Important?

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

Nationwide Financial

JANUARY 25, 2023

Instead of allowing this nervousness to drive investment decisions, investors should take proactive measures such as boosting savings, investing through employer-sponsored plans, and understanding how changes in the market may affect the amount of money they need for retirement.

Risk Tolerance 102

Risk Tolerance Retirement Planning Asset Allocation Retirement 102

Integrity Financial Planning

JUNE 12, 2023

As you plan for retirement, it’s important to consider tax optimization strategies to minimize your tax liabilities. Here are three key ways to optimize taxes in retirement, based on information from sources published between 2022 and 2023.

Retirement 92

Retirement Taxes Financial Planning Retirement Planning 92

Harness Wealth

MAY 25, 2023

Here’s a deep dive into the average fees of financial advisors, in 2023. Average Financial Advisor Fees in 2023 Understanding the costs involved in financial planning is critical to making the most of your wealth and financial potential. Fixed Fee A flat fee charged for a specific service.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Integrity Financial Planning

AUGUST 28, 2023

Also, if your pre-tax contributions are helping you stay within a desired tax bracket currently and are a part of a larger integrated retirement saving plan, you may not want to change your retirement account plans as it would require you to re-examine the rest of your strategy as well.

Retirement 95

Retirement Taxes Accounting Tax Planning 95

Integrity Financial Planning

NOVEMBER 14, 2023

This means that if you have two children, you can give each of them $17,000 without a tax penalty in 2023. [1] 1] This can be something you do as part of your estate plan. It can sometimes reduce the tax burden for your estate when it comes time to transfer it to your heirs.

Taxes 96

Taxes Retirement Estate Planning Planning 96

Integrity Financial Planning

APRIL 24, 2023

If you were married on January 1st, 2023 or later, you will not be able to file jointly for 2022 (even though your taxes are due in 2023). [1] If you are looking for financial guidance, reach out to us for a complimentary review of your financial situation. [1-4] 1] Consider your deductions and credits.

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Taxes Financial Guidance Medical Education 91

Zoe Financial

JUNE 5, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA June 5, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. for the week.

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Marketing Marketing Tax Planning Financial Advisor 52

Zoe Financial

MAY 23, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 23, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. for the week.

Marketing 52

Marketing Marketing Tax Planning Financial Advisor 52

WiserAdvisor

JANUARY 27, 2023

Due to the complex and diverse range of their financial assets, these individuals also require specialized high-net-worth financial planners and personalized investment management tailored to meet their specific needs. 2023 may see several changes with respect to retirement plans, Social Security, etc.,

Wealth Management 52

Wealth Management Taxes Financial Planner Assets 52

Zoe Financial

MAY 18, 2023

5 Reasons Why You Should Hire a Financial Advisor Published May 18th, 2023 Reading Time: 3 minutes Written by: The Zoe Team Hiring a financial advisor is a big decision that can be crucial in helping you grow your wealth and achieve your goals.

Financial Advisor 75

Financial Advisor Retirement Budgeting Wealth Accumulation 75

MainStreet Financial Planning

DECEMBER 8, 2022

For example, if you choose to defer your 2022 RMD until April 1, 2023, you will still need to withdraw your 2023 annual RMD by December 31, 2023). Any Qualified Charitable Distribution provisions claimed for this tax year also reduce your December 31 year end value in calculating your 2023 next years RMD.

Distribution 52

Distribution Retirement Retirement Planning Taxes 52

Harness Wealth

MARCH 10, 2023

Under this structure, fund managers can defer paying taxes on their carried interest for up to three years after the profits are realized. For instance, suppose a fund manager invests in a startup that generates $1 million in profits in 2023. Tax services provided through Harness Tax LLC.

Taxes 52

Taxes Tax Planning Startup Portfolio 52

Integrity Financial Planning

JULY 17, 2023

Usually, non-Roth retirement accounts are taxed when they are withdrawn, so if you are in a higher tax bracket at the time of your retirement, accounts that require you to pay taxes on withdrawals will contribute to your tax liability at that time. [3]

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Retirement Taxes Retirement Planning Accounting 97

Zoe Financial

DECEMBER 5, 2023

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA December 5, 2023 Watch Time: 3 minutes Transcript: Welcome to this week’s Wealth Management Digest. Financial planning, estate planning, tax planning, etc, rather than just picking stocks like in the old days.

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Wealth Management Management Financial Planning Taxes 52

Harness Wealth

MARCH 9, 2023

Reddit is planning an IPO for the second half of 2023. But between subpar macroeconomic conditions and a lackluster IPO market, the plans were soon put back on the shelf. As of now, Reddit has yet to announce a date for its initial public offering (IPO), but all signs are pointing to the second half of 2023.

Planning 52

Planning Taxes Advertising Tax Planning 52

WiserAdvisor

AUGUST 31, 2023

A financial advisor can help you estimate your life expectancy and use this information to design a portfolio that provides sufficient income for your lifetime. A financial advisor can craft tax-efficient withdrawal strategies to minimize the tax burden on your retirement income.

Financial Advisor 90

Financial Advisor Retirement Risk Tolerance Estate Planning 90

Darrow Wealth Management

NOVEMBER 20, 2023

For example, a 73-year-old couple with pre-tax retirement account balance of $2,000,000 on December 31st 2022 would have to take RMDs of $75,472. Ignoring any other taxable income or deductions, this puts married taxpayers filing jointly in a 12% marginal tax bracket for 2023. But there are other ways to go about tax planning.

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Retirement Distribution Taxes Accounting 104

Harness Wealth

DECEMBER 19, 2022

In any case, it’s worthwhile to evaluate your retirement savings strategy and optimize according to your risk tolerance and lower tax burden. Consider partnering with a financial planning or wealth management professional to discuss your goals and current lifestyle to balance short-term and long-term financial wellness.

Taxes 52

Taxes Insurance Coverage Assets Financial Planning 52

MainStreet Financial Planning

DECEMBER 13, 2022

Some tax-deductible transactions can be made after December 31 st and still count on your tax return, but not many. Traditional IRA contributions can be made until April 18, 2023, but are subject to Modified Adjusted Gross Income (MAGI) limits and if you have a plan at work that is subject to limits, rather than self-employment.

Taxes 52

Taxes Tax Planning Planning Medical 52

Harness Wealth

MARCH 3, 2023

Since then, in the midst of a sleepy IPO market and macroeconomic headwinds, Stripe’s plans have evolved. First with the announcement in early 2023 that it would carry out an liquidity event within one year, either in the form of an initial public offering or a secondary sale (i.e. tender offer). The post Stripe: IPO? Tender offer?

Taxes 52

Taxes Valuation Startup Sales 52

XY Planning Network

JANUARY 6, 2023

So much occurred in 2022, and we're excited (and anxious) to see what 2023 has in store! 4 MIN READ. Another year has come and gone in what feels like a blink of an eye.

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Taxes Clients Fee Only Tax Planning 98

WiserAdvisor

JANUARY 8, 2023

The record inflation and the global financial turmoil caused by the Ukraine-Russia war are other striking concerns. However, as you look ahead to 2023, there are a number of key trends and concerns that you may want to keep an eye on. Many experts believe that the Fed will also continue raising interest rates in the first half of 2023.

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Financial Advisor Investing Investments Portfolio 40

Zoe Financial

JANUARY 17, 2024

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA January 17, 2023 Watch Time: 3 minutes Transcript : Welcome to this week’s Wealth Management Digest. The second headline was Edelman Financial engines closed down their tax prep services (separate/different from their tax planning services).

Wealth Management 52

Wealth Management Management Taxes Asset Allocation 52

Financial Symmetry

DECEMBER 12, 2023

The end of 2023 is quickly approaching.

Tax Planning 67

Tax Planning Financial Planning Taxes Retirement 67

FMG

FEBRUARY 2, 2023

I take on these challenges by surrounding each client with a team of specialists that is relevant to them and can provide them with certainty that their financial plan will help them accomplish their goals. Entering 2023, what were your New Year’s goals or resolutions? The Home Page. Have you kept up with them?

Financial Advisor 52

Financial Advisor Communication Clients Financial Planning 52

Fortune Financial

APRIL 11, 2024

Diligent oversight and management of these retirement accounts is essential for anyone aiming to build a solid financial foundation for a comfortable and secure retirement. Prioritizing financial planning as an integral part of daily life can streamline this process, enabling a more focused approach to saving for retirement.

Retirement 59

Retirement Retirement Planning Financial Advisor Accounting 59

Zoe Financial

FEBRUARY 21, 2023

Published February 21st, 2023 Reading Time: 3 minutes Written by: The Zoe Team When it comes to managing your money, knowing who to turn to can be challenging. Depending on your situation, you may need the help of a financial advisor or an accountant. Financial Advisor: What Are Your Goals & Who Will Help You Get There?

Financial Advisor 40

Financial Advisor Accounting Certified Financial Planner Certification 40

Gen Y Planning

DECEMBER 5, 2022

Remember, the student loan payment freeze (no required payments with 0% interest) is in effect until the end of June 2023. If so, be sure to include that significant purchase/investment as part of your 2023 plan. We’d love to help you create a plan to support your new goals. . Keep An Eye On Your Taxes.

Taxes 59

Taxes Estate Planning Planning Budgeting 59

Harness Wealth

FEBRUARY 7, 2023

Separate from the PTEP, the IRS has rules of its own: If you exercise your ISOs more than 90 days after leaving your job, they will be taxed as Non-Qualified Stock Options (NSOs), which generally carry fewer tax advantages. Tax services provided through Harness Tax LLC.

Startup 52

Startup Taxes Tax Planning Commission 52

WiserAdvisor

FEBRUARY 29, 2024

A financial advisor can continuously monitor and adjust your asset allocation strategy as your circumstances evolve or market conditions change to ensure that your investment portfolio remains suited to your needs and risk appetite. This ultimately optimizes the likelihood of achieving your desired outcomes over the long term.

Financial Advisor 45

Financial Advisor Retirement Asset Allocation Risk Tolerance 45

Harness Wealth

APRIL 17, 2023

Do You Owe Taxes In A Tender Offer? Pros and Cons of Tender Offers for Startup Employees Personal Financial Planning Considerations Frequently Asked Questions What is a Tender Offer? The decision of how many shares to sell in a tender offer depends on your personal financial situation, goals, and risk tolerance.

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Startup Taxes Risk Tolerance Sales 52