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2025 Planning Retirement Planning 
Wealth Management
JUNE 3, 2025
A federal appeals court ruling might have long-term implications for inclusion of private market assets in retirement plans, according to Private Funds CFO. CBIZ took a look at how the One Big Beautiful Bill Act would impact alternative investments. These are among the investment must reads we found this week for financial advisors.
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Wealth Management
MAY 21, 2025
Open, honest and candid discussion about Empower adding private markets to TDFs, startup adding leveraged financing to retirement plans, the growing wave of forfeiture cases and ways to deal with the IRA rollover problem.
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Nerd's Eye View
DECEMBER 27, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that according to a recent study by DeVoe & Company, only 42% of RIAs surveyed have written succession plans and either have begun to implement them or have already done so.
Wealth Management
MARCH 26, 2025
Open, honest and candid discussion about retirement plan assets, PE funds in workplace plans, the future of the DOL fiduciary rule and more.
NAIFA Advisor Today
JANUARY 16, 2025
Advisor Today Guest Column January of 2025 is the 50th anniversary to one of the most important pieces of legislation in the retirement planning arena ever put into law by Congress. What Im referring to is the enactment of ERISA, the Employee Retirement Income Security Act.
Wealth Management
JANUARY 8, 2025
Announcement 2025-2 applies to employer retirement plans.
Dear Mr. Market
DECEMBER 31, 2024
Because when it comes to financial planning, you’re ready to write it downand studies show that writing down your goals makes you 42% more likely to achieve them. Heres your top 10 financial planning checklist for the new year. Write Down Your 10 Financial Goals for 2025! A little planning now avoids big headaches later.
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Nerd's Eye View
FEBRUARY 12, 2025
While it may take a while for the adjustments to take place, advisors can still help their clients plan for the effect of WEP and GPO's repeal by estimating how much the client will be receiving in Social Security benefits once the new law is implemented.
245 
NAIFA Advisor Today
FEBRUARY 6, 2025
He is the author of several books, including Free Throws for Financial Professionals: Winning Principles for Unlocking Business Success, Above the Clouds: Winning Strategies from 30,000 Feet, and The New Rules of Retirement Planning.
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NAIFA Advisor Today
MAY 12, 2025
Cash balance plans have quickly become one of the most popular options in the defined benefit spacenow representing over 50% of all such plans. Their appeal lies in their flexibility, tax advantages, and ability to help small business owners save more for retirement while reducing taxable income.
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Harness Wealth
MARCH 7, 2025
Additionally, we have news that FinCEN has announced an extension of the BOI reporting deadline and a temporary halt in enforcement, an analysis on the implications of wealth taxes in Europe, and a refresher on how the new ‘Savers Match’ program aimed at enhancing the retirement savings of millennials and Gen Z functions.
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Carson Wealth
DECEMBER 8, 2023
Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! 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. Lastly, I allocate the retirement plan contributions between Roth and Traditional 401(k) accounts.
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FMG
FEBRUARY 13, 2025
Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. In this guide, well walk you through actionable strategies, creative ideas, and promotion tips to ensure every event you plan is a success. It’s a win-win for you and the experts.
52 
FMG
FEBRUARY 13, 2025
Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. In this guide, well walk you through actionable strategies, creative ideas, and promotion tips to ensure every event you plan is a success. It’s a win-win for you and the experts.
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Harness Wealth
JANUARY 29, 2025
April 15 marks the IRS tax return filing deadline for 2025. These contributions not only provide immediate tax relief but help secure longer-term financial stability during retirement. 401(k) Plans: Contribute the maximum allowable amount for 2024 : $23,000 if youre under 50, or $30,500 if youre 50 or older.
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Darrow Wealth Management
APRIL 21, 2025
This approach typically provides greater benefits to those who have significant assets and high taxable income in retirement. Inheritance and estate planning There are a couple ways a Roth IRA conversion can assist with estate and legacy planning. The federal estate tax exemption is nearly $14M per person in 2025.
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WiserAdvisor
MAY 22, 2025
Projections for 2025 suggest costs could rise another 7% to 8%. With medical inflation outpacing general inflation, ignoring healthcare in your retirement plan is a risk no one can afford. Factoring in retirement healthcare costs is a smart move. The second is to select a Medicare Advantage plan.
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Darrow Wealth Management
FEBRUARY 9, 2025
Before you can evaluate stocks or bonds to invest in, you’ll need to develop the metrics you plan to use in the analysis. Allocation choices also shouldn’t be based on the notion that dipping into principal derails a financial plan. As of 1/31/2025, the 10-year annualized total return for the S&P 500 (SPY) was 13.6%
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Zoe Financial
JANUARY 27, 2025
The Five Phases of Retirement Planning Published January 29, 2025 Reading Time: 2 minutes Written by: The Zoe Team Retirement is a journey with distinct phases, each requiring its own focus and preparation. The Transition Phase Approaching retirement brings the need for a shift in priorities.
Harness Wealth
APRIL 30, 2025
This article will explore how to navigate complex tax situations arising from multiple income sources, examining various income types, reporting requirements, self-employment obligations, and strategic approaches to record-keeping and tax planning that can help protect your financial interests.
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Darrow Wealth Management
MARCH 3, 2025
Consider working with a fiduciary financial advisor to help manage your investments and provide financial planning guidance before and during retirement. Retirement planning, like any type of robust financial planning, should include stress testing your investment strategy and financial plan.
Cordant Wealth Partners
SEPTEMBER 8, 2022
This article will discuss the key features of the Microsoft 401(k) plan, and after reading it, you should leave with a clear game plan of how to: Maximize the match (free money! ) The key benefits of any 401(k) plan (including Microsoft’s) include: Free Money : A company match on your contributions.
Darrow Wealth Management
DECEMBER 23, 2022
Some of the measures in the bill include increasing the required minimum distribution age, raising catch-up contribution limits, permitting some rollovers from 529 plans to Roth IRAs, and expanded access to employer plans. retirement changes. 529 plan to Roth IRA rollovers. 9 major Secure Act 2.0 The Secure Act 2.0
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Your Richest Life
JANUARY 20, 2023
which brings several changes to the retirement system, is now law. Whether you’re decades from retirement or quickly approaching it, some of these changes will likely impact you and your financial plan. Before this change, matches on employer plans were pre-tax. The Secure Act 2.0, Secure Act 2.0: Secure Act 2.0:
Darrow Wealth Management
FEBRUARY 18, 2025
Don’t stress out about every headline, stress test your retirement plan instead.Markets move every day and the news cycle is 24-7. Stress testing a financial plan or retirement income goals is crucial to help ensure retirees wont run out of money under different conditions in the financial markets.
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Harness Wealth
APRIL 16, 2025
The complex interplay between traditional tax regulations and the innovative nature of tech businesses demands smart planning from day one. Strategic tax planning serves both to keep companies on the right side of IRS regulations and to preserve necessary capital during those precarious early stages when the startup is most vulnerable.
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Harness Wealth
APRIL 17, 2025
Floor plans, regular updates to your documentation, and a clear boundary between personal and business space help establish the legitimacy of your home office deduction. These variables can significantly impact the final deduction amount, necessitating strategic planning to optimize this benefit.
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Darrow Wealth Management
FEBRUARY 26, 2025
Stocks vs. Bonds: Differences in Risk and Return Make a Case for Both While there wasn’t much that went according to plan in 2020, when we zoom out, this is a picture of a diversified portfolio performing as we might expect. Last reviewed February 2025] The post Are Bonds Safe During a Recession or Market Crash?
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Financial Symmetry
APRIL 9, 2025
Tax planning might not top everyone’s list of leisure activities, but in the middle of tax season, theres a hidden opportunity. Harnessing Tax-Advantaged Savings Retirement accounts and health savings plans offer the dual benefits of saving tax and building wealth.
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Indigo Marketing Agency
MAY 31, 2025
Now, in 2025, in a world where attention spans are shrinking, short-form video lets you show up with clarity, personality, and value in seconds. Planning Tips for Your Ideal Audience: Share a quick retirement goal, downsizing tip, or college savings idea for your niche. You dont need to be a pro to get started.
Zoe Financial
MARCH 21, 2025
Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. Estate Planning : Ensuring your wealth is passed on according to your wishes. Optimizing tax-efficient retirement income.
Advisor Perspectives
JANUARY 31, 2025
The growth in US retirement assets offers potential opportunities for retirement plan advisors to likewise expand their business. Our Mike Dullaghan discusses growth opportunities in the retirement market and how to enhance client engagement.
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NAIFA Advisor Today
FEBRUARY 10, 2025
Join us on Thursday, February 27, 2025, at 12 PM Eastern for Journal Live, where we explore how consumer research can enhance retirement planning.
52 
Darrow Wealth Management
JULY 1, 2024
The TCJA has many provisions that are set to expire (sunset) at the end of 2025. Mortgage interest will once again be tax-deductible on larger loans As a result of the 2017 legislation, between 2018 and 2025, interest on new mortgages is only tax-deductible up to $750,000 of mortgage debt on a primary or second home.
105 
Good Financial Cents
JANUARY 26, 2023
A lot of people out there dream of early retirement – who wouldn’t love to hang up the office keys and jump off the 9-5 train sooner rather than later? But while it’s possible to retire at 50 and have plenty of time left in life to have new experiences, it takes careful planning and a will of steel.
122 
Advisor Perspectives
FEBRUARY 7, 2025
In 2025, SECURE 2.0 introduces mandatory automatic enrollment in new retirement plans, increased catch-up limits for certain workers, and reduced participation requirements for long-term part-time workers. Our Mike Dullaghan highlights the details of the new provisions.
52 
Random Roger's Retirement Planning
MAY 4, 2025
By now you've heard that Warren Buffett plans to step down at the end of the year. I can see the dip last August being one that most people forget about but I don't think that will be the case with the Q1 into April 2025 event.
Brown Advisory
APRIL 1, 2020
Strategic Planning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. Possible future increases in income and wealth transfer taxes, including the potential reversion of certain elements of the U.S. tax code that are not permanent.
Brown Advisory
APRIL 1, 2020
Strategic Planning in Volatile Markets. Of course, given the market volatility that has accompanied this outbreak, we are also reviewing where we stand in relation to the goals we are helping you pursue and the plans we have helped you implement. Wed, 04/01/2020 - 09:31. tax code that are not permanent.
NAIFA Advisor Today
AUGUST 13, 2024
Doug Massey has 40 years of experience in the financial industry, specializing in retirement planning and life insurance. As NAIFA's President-Elect for 2025, he is committed to advancing the organization's influence and protecting advisors' interests.
NAIFA Advisor Today
AUGUST 1, 2024
Doug Massey has 40 years of experience in the financial industry, specializing in retirement planning and life insurance. As NAIFA's President-Elect for 2025, he is committed to advancing the organization's influence and protecting advisors' interests.
Harness Wealth
OCTOBER 24, 2024
To plan your tax timeline, see our article, 2025 Tax Deadline Information for Individual Filers. Retirement Contributions: Proof of contributions to IRAs, 401ks, or other retirement plans, which may be deductible. Need to Find a Tax Professional for 2025? This is a product of Harness Tax LLC.
52 
Tobias Financial
OCTOBER 16, 2024
The Medicare industry is facing major disruptions ahead of the 2025 open enrollment, with insurers cutting benefits, raising premiums, and exiting certain markets. This has led to increased confusion for beneficiaries, particularly in deciding between Medicare Advantage and Medigap plans.
52 
Indigo Marketing Agency
FEBRUARY 19, 2025
Check out our Top 30 Influencers for Financial Advisors in 2025 here.) Therefore, your content marketing plan , which includes articles, emails, social media posts, and more, should be laser-focused on aligning with the thoughts, concerns, and goals already on your audiences minds. Ready to Build Strong Trust to Win More Clients?
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