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Weekend Reading For Financial Planners (June 22-23)

Nerd's Eye View

Also in industry news this week: A recent survey indicates that financial advisors continue to move towards ETFs and away from mutual funds when it comes to client portfolio recommendations, though a majority of advisors continue to see a role for active management in the investment management process A former employee has filed a lawsuit alleging (..)

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Filing Taxes with Multiple Income Streams: RSUs, K-1s, Freelance, and More [Updated for 2025]

Harness Wealth

This article will explore how to navigate complex tax situations arising from multiple income sources, examining various income types, reporting requirements, self-employment obligations, and strategic approaches to record-keeping and tax planning that can help protect your financial interests.

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When is the Best Time for a Roth Conversion?

Darrow Wealth Management

Converting a traditional IRA to a Roth doesnt make sense unless you have cash to pay taxes without dipping into your retirement savings. Depending on your taxable income, cash flow needs, and other factors, there may be certain years that are the best time for Roth conversions.

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What Triggers an IRS Audit?

Harness Wealth

In this article, well examine the nature of IRS audits, the common audit red flags that result in IRS scrutiny, and how professional tax advisors can help reduce the risk of you being audited. This article should not be considered tax or legal advice and is provided for informational purposes only.

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Should You Exercise Stock Options During a Pre-IPO Window?

Darrow Wealth Management

So the choice ultimately has to be an educated guess in consideration with other key factors about your equity, post-IPO plans, and financial situation. Pros and cons of exercising stock options in a pre-IPO window If you are new to the tax implications and basics about exercising stock options, please read this article first.

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Start Planning Your Retirement Early to Save Enough and Plan Better

WiserAdvisor

The goal of this article isn’t to scare you. Even if you don’t plan to retire unusually early, starting your retirement planning now can dramatically improve your options later. Outliving your savings Here’s the math: the earlier you retire, the longer your savings have to last. Not for a 25- or 30-year runway.

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A Guide to Vermont Tax Forms

Harness Wealth

Understanding these can help you optimize your tax return and potentially increase your refund. Credits directly reduce the amount of tax owed, while deductions lower your taxable income. Both are valuable tools in effective tax planning. This article is a product of Harness Tax LLC.

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