Yardley Wealth Management

FEBRUARY 4, 2025

The post Tax Strategies for High-Income Earners 2025 appeared first on Yardley Wealth Management, LLC. Tax Strategies for High-Income Earners in 2025. It’s triggered by large deductions, multiple dependents, or significant capital gains, requiring careful planning of deductions and income recognition.

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Harness Wealth

NOVEMBER 12, 2024

As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. In 2025, the lifetime gift tax exclusion will rise to $13.99 million ($27.22

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Zoe Financial

JUNE 20, 2025

2025 Observations in Retirement and Estate Planning Trend Insight Increased Use of Roth Conversions More high-net-worth individuals are adopting Roth conversion strategies as part of long-term tax planning—not to time the market, but to shift assets into tax-advantaged accounts over time, especially ahead of potential future tax increases.

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Nationwide Financial

MARCH 6, 2023

Informally fund nonqualified deferred compensation plans If the business has a nonqualified deferred compensation plan for key employees, it may make sense to informally fund that plan in 2023 to ensure the company has the cash flow to meet the future obligation. A few have already been mentioned.

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