WiserAdvisor

JULY 7, 2025

However, when it comes to taxes, the two main ones you need to know about are Traditional and Roth. The rules around withdrawals and tax treatment are very different for each. These withdrawals are taxed as regular income. But withdrawals from a Roth IRA are not taxed, as it is funded with money you have already paid taxes on.

Planning 40

Planning Retirement Taxes Distribution 40

Random Roger's Retirement Planning

JULY 11, 2025

Does a large market share today mean anything in the context of 2028 or 2030? They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. I have no idea yet but this will be fun to learn about.

Valuation 45

Valuation Clients Taxes Marketing 45

Tobias Financial

JULY 21, 2025

One area generating attention, especially among retirees, is whether the bill includes a tax break on Social Security benefits. It’s also important to note that this tax provision is temporary, with a current expiration date at the end of 2028. He noted, “It’s much more age-based than it is Social Security-based.”

Taxes 52

Taxes Financial Advisor Retirement Planning Wealth Advisor 52

Good Financial Cents

JANUARY 26, 2023

The stock market has returned an average of between 9% and 11% over the past 90 years and that’s the kind of growth that you’ll need to tap into if you want to retire at 50. Your retirement plan shouldn’t be. Get in touch with an Independent Financial Professional to see if you're on track to meet your retirement goals.

Retirement 122

Retirement Taxes Accounting Retirement Planning 122

The Big Picture

FEBRUARY 21, 2023

And you know, just simple things like, hey, the value of tax loss harvesting, how do you make that apparent to people? But by 2028, we’ll put the goal out there that every level of leadership should look just like the rest of Vanguard. Something that, for us, save our clients about $300 million in four months, that alone.

Clients 274

Clients Retirement Investing Investments 274

Random Roger's Retirement Planning

AUGUST 10, 2023

I've never considered 62 for multiple reasons including that I plan to still be working and taking it early, while still working isn't great tax wise. A 50% haircut could easily trump not great tax wise though. Unfortunately, there is no way I believe this will be worked out by the time I turn 62 in 2028.

Taxes 98

Taxes Planning Medical Numbers 98

Aleph

DECEMBER 31, 2022

Can cut deposit interest if defaults spike Dec 28, 2022 Politics Trump’s tax returns released, launching fresh scrutiny of his finances [link] If it becomes a question of fraud for assets Trump wrote down in the past to generate losses, his tax returns prior to the seven-year limit could be audited also, particularly 2009.

Banking 59

Banking Government Advertising Taxes 59