Remove 2030 Remove Planning Remove Taxes
article thumbnail

Weekend Reading For Financial Planners (July 5–6)

Nerd's Eye View

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.,

article thumbnail

Deconstructing Portable Alpha

Random Roger's Retirement Planning

There's no way to know if repeating this same study running from 2015 to 2030 after a flurry of funds came out in the mid-2010's might get us closer but we can check back in five years. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Major Tax Changes: The 2025 One Big Beautiful Bill (OBBB)

Darrow Wealth Management

The “One Big Beautiful Bill Act” (OBBB Act), signed into law by President Trump on July 4, 2025, represents a massive overhaul of federal tax policy. The expanse and complexity of the new tax bill cannot be understated. Please discuss your situation with a CPA or qualified tax advisor.

article thumbnail

Transcript: Steve Laipply, Global Co-Head of Bond ETFs at BlackRock

The Big Picture

Always the career plan. So Steve, you just mentioned you think bond ETFs can reach $6 trillion by 2030. 00:36:56 [Speaker Changed] And just to put some specifics on this, when, when we look at the broad economic consensus about tariffs, they’re generally perceived as inflationary, sort of a giant vat tax on consumers.

article thumbnail

Breaking Down The “One Big Beautiful Bill Act”: Impact Of New Laws On Tax Planning

Nerd's Eye View

After years of anxiety over the scheduled sunset of the Tax Cuts and Jobs Act (TCJA) at the end of 2025, the widely anticipated legislation extending and replacing TCJA – also known as the "One Big Beautiful Bill Act" (OBBBA) – was signed into law on July 4, 2025.

article thumbnail

Transcript: Jonathan Clements

The Big Picture

And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. What was your original career plan? So I made a plan to get out of there. Right, right.

article thumbnail

A Tough Way To Make A Living

Random Roger's Retirement Planning

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.