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. One consideration this year is that we’re two years from the expiration of the Tax Cuts and Jobs Act of 2017 (TJCA).

Planning 143

Planning Retirement Planning Taxes Insurance 143

Darrow Wealth Management

DECEMBER 23, 2022

Starting in 2026, the catch-up will be indexed by inflation. This article was written by Darrow Advisor Kristin McKenna, CFP® and originally appeared on Forbes. The Secure Act 2.0 IRAs: the $1,000 catch-up limit will be indexed by inflation for tax years starting in 2024. So stay tuned! The post Secure Act 2.0

Retirement 105

Retirement Retirement Planning Distribution Planning 105

Darrow Wealth Management

JULY 30, 2024

Tax laws change periodically, and they’re scheduled to change again in 2026. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes. A large spread makes it very difficult financially to exercise shares before the options expire after leaving the company.

Taxes 104

Taxes Tax Planning Startup Valuation 104

Darrow Wealth Management

JULY 30, 2024

Tax laws change periodically, and they’re scheduled to change again in 2026. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes. A large spread makes it very difficult financially to exercise shares before the options expire after leaving the company.

Taxes 52

Taxes Tax Planning Startup Valuation 52

Investing Caffeine

SEPTEMBER 3, 2024

However, despite the long laundry list of concerns, there are plenty of opposing tailwinds supporting the upswell in stock prices, starting with growing record corporate profits with strength forecasted through 2026 ( see chart below ). Slome, CFA, CFP® Plan. The latest headline inflation rate (CPI – Consumer Price Index) fell to 2.9%

CFP 52

CFP Investing Investments Economy 52

Nerd's Eye View

MAY 21, 2025

Additionally, the proposal would introduce new categories of eligible 529 plan expenses (including one that would potentially make the cost of attaining and maintaining the CFP designation eligible for 529 plan funds) and reforms to HSA (including doubling the maximum annual contribution to over $16,000 for households with family health coverage).

Taxes 246

Taxes Accounting CFP Planning 246

Investing Caffeine

APRIL 1, 2024

Slome, CFA, CFP® Plan. DISCLOSURE: Sidoxia Capital Management (SCM) and some of its clients hold positions in individual stocks , certain exchange traded funds (ETFs), and notes including AMC 2026, but at the time of publishing had no direct position in DJT, GME, AMC or any other security referenced in this article.

Economics 105

Economics Media CFP Investing 105