Abnormal Returns

MAY 29, 2023

Podcasts Michael Kitces talks with Meg Bartelt of Flow Financial Planning about evolving her practice. kitces.com) Brendan Frazier talks with Bari Tessler, author of "The Art of Money: A Life-Changing Guide to Financial Happiness." 1, 2026 and becomes a big problem for reactive RIAs who fail to help clients take action now."

Wealth Management 242

Wealth Management Financial Advising Estate Planning Banking 242

Darrow Wealth Management

JULY 1, 2024

Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. In 2026, this is all expected to change (again).

Taxes 105

Taxes Tax Planning Planning Estate Planning 105

Carson Wealth

DECEMBER 8, 2023

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. Many states also exempt retirement income, which may include Social Security. Lastly, I allocate the retirement plan contributions between Roth and Traditional 401(k) accounts.

Planning 143

Planning Retirement Planning Taxes Retirement 143

Darrow Wealth Management

JULY 1, 2024

Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. In 2026, this is all expected to change (again).

Taxes 52

Taxes Tax Planning Planning Estate Planning 52

MainStreet Financial Planning

JUNE 23, 2023

in 2026, the eligibility age will be adjusted to 46. The beneficiary may only make this contribution if they are not participating in any employer sponsored retirement plan. The current tax law also allows for a rollover from a 529 plan to an ABLE account up to the annual limit amount. With the passing of Secure Act 2.0,

Accounting 98

Accounting Taxes Healthcare Planning 98

Cordant Wealth Partners

AUGUST 16, 2024

This is in addition to the accelerated vesting provided by Intel retirement rules. However, if you are eligible for retirement at Intel ( here’s a helpful post on the subject ), the APB will be prorated according to the number of full calendar months you worked. For APB, December 31 st is the magic day.

Planning 52

Planning Retirement Taxes Accounting 52

WiserAdvisor

JANUARY 23, 2024

It is a strategic initiative to ensure you are making the most of available opportunities and safeguarding your financial future. For example, there is going to be an increase in tax rates in 2026 due to the onset of the Tax Cuts and Jobs Act. Developing a plan to navigate the complexities of Social Security taxes is essential.

Financial Advisor 40

Financial Advisor Risk Tolerance Communication Taxes 40

Fortune Financial

AUGUST 7, 2023

trillion by 2021, it is expected to rise to $23 trillion by 2026. Evaluate your financial situation, investment time horizon and potential cash flow requirements. Ensure that the illiquid nature of certain alternative investments aligns with your financial plans. between 2015 and the end of 2021. trillion in 2015 to$13.32

Portfolio 52

Portfolio Investments Investing Risk Tolerance 52

Fortune Financial

AUGUST 7, 2023

trillion by 2021, it is expected to rise to $23 trillion by 2026. Evaluate your financial situation, investment time horizon and potential cash flow requirements. Ensure that the illiquid nature of certain alternative investments aligns with your financial plans. between 2015 and the end of 2021. trillion in 2015 to$13.32

Portfolio 52

Portfolio Investments Investing Risk Tolerance 52

Carson Wealth

DECEMBER 27, 2023

By Ryan Egolf, EA, Senior Tax Planner As the New Year quickly approaches, it’s time to put a bow on your 2023 financial plan. While this is by no means an exhaustive or comprehensive list of financial planning tools, these three broad areas will get you headed in the right direction.

Planning 89

Planning Retirement Planning Insurance Taxes 89

Carson Wealth

SEPTEMBER 27, 2023

By Matt Lewis, CLTC, Vice President, Insurance Life insurance is designed to provide for your loved ones after your death, giving you peace of mind that their financial needs will be met without your income. But life insurance can benefit your financial planning in many other ways. As of 2023, that exclusion is $12.92

Estate Planning 96

Estate Planning Insurance Planning Taxes 96

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. Need a financial advisor? million in 2023.

Estate Planning 40

Estate Planning Planning Taxes Insurance 40

Sara Grillo

SEPTEMBER 11, 2023

Although Gen Xers are getting older, the majority of people using a financial advisor are retired or pre-retirees. Retirement for those people isn’t about capturing the highest rate of return – you’ve already won the race hopefully by that point – it’s about making that money survive because you are no longer working.

Planning 111

Planning Financial Advisor Taxes Retirement 111

Investing Caffeine

APRIL 1, 2024

The sooner you start saving and the more you save, the faster and larger your retirement nest egg will grow. No information accessed through the Investing Caffeine (IC) website constitutes investment, financial, legal, tax or other advice nor is to be relied on in making an investment or other decision.

Economics 105

Economics Media CFP Investments 105