Abnormal Returns

JULY 3, 2023

beehiiv.com) A round-up of the past month's advisor-tech news including Vanilla's new "estate advisory" platform. kitces.com) Estate planning Four things to consider in anticipation of 2026. financial-planning.com) Wealth.com's Ester will help you read estate planning documents. (matts-newsletter-7a3f46.beehiiv.com)

Estate Planning 185

Estate Planning Wealth Management Recruitment Startup 185

Carson Wealth

SEPTEMBER 27, 2023

For individuals, a permanent life insurance plan can play a key role in estate planning by helping reduce estate taxes. Offset Taxes in Estate Planning Estate taxes can be a problem for high-net-worth individuals passing on more than the IRS estate tax exclusion, after which the tax rate on transferred money is 40%.

Estate Planning 96

Estate Planning Insurance Planning Taxes 96

Abnormal Returns

MAY 29, 2023

thereformedbroker.com) 2025 If nothing changes legislation-wise, there will be a run on estate planning going into 2025. 1, 2026 and becomes a big problem for reactive RIAs who fail to help clients take action now." kitces.com) Social Security retirement ages are always a political decision. advisorperspectives.com)

Wealth Management 189

Wealth Management Financial Advising Estate Planning Banking 189

WiserAdvisor

JUNE 6, 2023

However, given the high value of wealth, it becomes all the more critical for high-net-worth individuals to plan their finances optimally. Estate planning is one of the key components of financial planning these individuals need to focus on. and estate planning can help you discover these.

Estate Planning 52

Estate Planning Planning Taxes Insurance 52

Carson Wealth

DECEMBER 8, 2023

Many states also exempt retirement income, which may include Social Security. However, retirement income is generally included for income related monthly adjustment amount (IRMAA) computations to determine if supplemental payments are due for Medicare Part B and Medicare Part D premiums.

Planning 143

Planning Retirement Planning Taxes Insurance 143

Nationwide Financial

MARCH 6, 2023

Even if a client believes they would not be subject to estate or gift tax under current law, you may want to re-examine the value of their assets to determine whether they exceed a lower exemption amount. Tax season has begun, and it’s not too early to think about planning for the 2023 tax year.

Tax Planning 78

Tax Planning Taxes Planning Distribution 78