Nerd's Eye View

JULY 4, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Congress has passed highly anticipated tax legislation, making 'permanent' (i.e.,

Financial Planner 219

Financial Planner Taxes Retirement Planning Tax Planning 219

Financial Symmetry

APRIL 9, 2025

They arent just personal milestones but important life events and moments that should prompt you to update your financial plans. Staying Informed on Tax Law Changes Tax laws are continually evolving, with considerable changes anticipated in 2026. If you end up moving to a new state, it introduces a whole new tax landscape.

Taxes 62

Taxes Tax Planning Retirement Planning 62

WiserAdvisor

JUNE 26, 2025

Affordable Care Act (ACA) marketplace plans: Open to everyone under 65, and subsidies are available. But in 2026, the “subsidy cliff” returns. ACA plan pricing also varies by state and zip code. In some places, even subsidized plans stretch the budget uncomfortably thin. That’s why ongoing planning matters.

Healthcare 59

Healthcare Retirement Planning Retirement Planning 59

Dear Mr. Market

NOVEMBER 22, 2024

Portability is now a permanent feature of federal estate tax law, but if your estate plan still includes AB Trust planning, it might now be doing more harm than good. To illustrate how portability can simplify and enhance an estate plan, let’s look at Bill and Alice, who have been married for 40 years.

Estate Planning 52

Estate Planning Taxes Planning Assets 52

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. Review Retirement Plan Contributions I review retirement plan contributions for increased December contributions that may allow me to squeeze a few more dollars into the plan.

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