Harness Wealth

APRIL 17, 2025

The calculation becomes increasingly complex for higher-income taxpayers , as it introduces factors such as W-2 wages paid to employees, the unadjusted basis of qualified property, and retirement plan contributions. Bonus Depreciation continues to evolve, with 2025 offering a 40% deduction rate for eligible new and used property.

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Taxes Tax Planning Professional Services Planning 52

Integrity Financial Planning

AUGUST 21, 2023

While setting up and maintaining a 401(k) plan can be more intricate, it allows for greater contribution limits and provides employers with increased autonomy in determining if and how they wish to contribute to employee accounts. [8] As you can see, retirement planning for a small business is a complicated issue.

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Retirement Retirement Planning Accounting Taxes 95

Harness Wealth

APRIL 16, 2025

Strategic timing of conversions during lower-income years can minimize tax impact, though without recharacterization, investors must be more certain about their decision. This structure particularly benefits those expecting lower tax rates in retirement than during their working years.

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Taxes Retirement Distribution Retirement Planning 52

Harness Wealth

JANUARY 29, 2025

A full list of tax provisions for states affected by natural disasters can be found here. In this article, well examine the most effective end-of-year tax strategies to help maximize your deductions and reduce your taxable income. This article is a product of Harness Tax LLC.

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Taxes Medical Distribution Accounting 52

Darrow Wealth Management

NOVEMBER 17, 2022

The ‘millionaires’ tax will also ensnare taxpayers who exceed the $1M limit after selling a home, business, stock options, or other types of one-time events. Article is a general communication only and should not be used as the basis for making any type of tax, financial, legal, or investment decision.

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Darrow Wealth Management

DECEMBER 23, 2022

would permit employers to make matching contributions to an employee’s 401(k) and 403(b) retirement plan, even if the worker isn’t saving themselves. Keep in mind, matching contributions are often voluntary so it would be up to the plan as to whether to adopt this provision. The Secure Act 2.0 Other Roth changes. So stay tuned!

Retirement 105

Retirement Retirement Planning Distribution Taxes 105

Harness Wealth

JANUARY 9, 2025

Total 401(k) contribution limits: Including employer matches, after-tax contributions, and other contributions, the total limit is $69,000 (or $76,500 for individuals aged 50 and above). The key difference lies in the final destination of the after-tax contributions. This article is a product of Harness Tax LLC.

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Taxes Planning Retirement Retirement Planning 52

Darrow Wealth Management

JULY 1, 2024

This tax benefit is scheduled to sunset at the end of 2026. Tax planning for 2026 Depending on your situation, income, and goals, your planning options will vary. As with anything in tax planning, it’s important not to let the tax-tail wag the dog.

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Taxes Tax Planning Planning Estate Planning 105

Darrow Wealth Management

NOVEMBER 20, 2023

If you think retirement planning moves stop at retirement, think again. Although it won’t make sense in every situation, retirement can be a unique opportunity for Roth conversions for some investors. But there are other ways to go about tax planning.

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Retirement Distribution Taxes Accounting 105

Harness Wealth

MARCH 6, 2025

A good rule of thumb is to set aside at least 30% of every payment you receive to cover your estimated tax obligationshowever, this percentage may need to be adjusted based on your individual tax bracket. On the whole, its advisable to consult a tax adviso r to develop a dependable tax plan.

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Taxes Consulting Professional Services Advertising 52

WiserAdvisor

FEBRUARY 19, 2024

Blind spots in retirement planning are those aspects that are often overlooked, either intentionally or subconsciously. From seemingly harmless low-interest debt to underestimating the emotional impact of transitioning out of the workforce, various factors can disrupt your peace of mind during your retirement years.

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Retirement Retirement Planning Healthcare Estate Planning 66

Investing Caffeine

MAY 3, 2023

If you are close to retirement, and you have too much exposure to equities, a retrenchment in the stock market could delay your retirement plans by years. This concept highlights the importance of rebalancing your portfolio as you get closer to retirement. Slome, CFA, CFP ® Plan. I know what my answer is.

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Retirement Retirement Planning Financial Advisor Planning 59

Harness Wealth

MAY 19, 2025

However, the tax treatment of a C Corp is distinct and can be complex, requiring careful consideration and planning. This article provides a comprehensive overview of C Corp taxes, exploring what defines this business structure, its tax filing requirements, key deductions and credits, and both state and federal tax considerations.

Taxes 52

Taxes Tax Planning Compliance Planning 52

Zoe Financial

MAY 18, 2023

From retirement planning to market volatility, equity compensation, family expenses, and major life transitions, it’s easy to feel overwhelmed with financial responsibilities. Schedule your initial free consultation today: [link] AI Disclosure: This article was partially edited with automation technology.

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Financial Advisor Retirement Budgeting Wealth Accumulation 75

Nerd's Eye View

DECEMBER 30, 2024

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

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Financial Advisor Insurance Tax Planning Taxes 238

WiserAdvisor

AUGUST 3, 2023

This article will explore whether their fee of 1% is worth it. A reputable financial advisor should provide a comprehensive range of services, including budgeting, debt management, insurance optimization, tax planning, retirement planning, estate planning, and investment management.

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Financial Advisor Retirement Planning Fee Only Retirement 52

Darrow Wealth Management

OCTOBER 24, 2022

Usually, to benefit from charitable giving, taxpayers need to itemize their tax deductions. Like any tax planning strategy involving charitable giving, you must be charitably inclined for it to make sense. Article written by Darrow Advisor Kristin McKenna, CFP® and originally appeared on Forbes.

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Distribution Taxes Retirement Accounting 81

Indigo Marketing Agency

JULY 1, 2024

Here are some innovative financial planning marketing ideas: Host workshops and webinars: These are effective ways to educate your audience on topics such as retirement planning, investing strategies, and tax planning. This boosts SEO and enhances your reputation as a leader in the industry.

Financial Planning 52

Financial Planning Planning Marketing Marketing 52

WiserAdvisor

NOVEMBER 4, 2022

If you wish to learn about financial strategies that can help dual-income families plan their finances better, consider seeking the services of a professional financial advisor for the same. Retirement planning is a must, so start with maximizing your 401k and Individual Retirement Accounts (IRAs). To conclude.

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Financial Planning Planning Taxes Financial Advisor 93

WiserAdvisor

DECEMBER 15, 2023

Consider consulting with a professional financial advisor who can help you understand and employ suitable retirement investment strategies based on your income, age, and retirement expectations. This article explores different ways in which financial advisors can help you with wealth accumulation for retirement.

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Financial Advisor Retirement Risk Tolerance Retirement Planning 59

Darrow Wealth Management

JULY 1, 2024

This tax benefit is scheduled to sunset at the end of 2026. Tax planning for 2026 Depending on your situation, income, and goals, your planning options will vary. As with anything in tax planning, it’s important not to let the tax-tail wag the dog.

Taxes 52

Taxes Tax Planning Planning Estate Planning 52

Darrow Wealth Management

JANUARY 9, 2023

Starting with the 2017 Tax Cuts and Jobs Act, then the 2019 Secure Act 1.0, it’s clear that investors need to be adaptive in tax planning. illustrates the importance of revisiting your retirement and tax planning strategy annually. ¹ At the very least, the Secure Act 2.0 The RMD age use to be pretty simple.

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Accounting Taxes Tax Planning Distribution 59

Midstream Marketing

DECEMBER 6, 2024

Running focused social media campaigns that highlight their services and share their skills in areas like tax planning or retirement planning. Thought leadership articles : Share your personal views on market trends and ways to invest.

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Marketing Marketing Media Engineering 52

Indigo Marketing Agency

MARCH 10, 2025

Instead of just talking about taxes in retirement, Joe presents a clear problem (overpaying taxes) and an actionable solution (his free video series on tax planning through retirement). A strong hook: He immediately addresses a common pain point: Worried about taxes eroding your retirement savings?

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Financial Advisor Media Clients Retirement 64

James Hendries

SEPTEMBER 27, 2022

Answering the following questions can help you get started: For retirement: How many years until you retire? Does your company offer an employer-sponsored retirement plan or a pension plan? Can you estimate what your balance will be when you retire? There may be income tax consequences, as well.

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Education Retirement Retirement Planning Financial Planner 52

Sara Grillo

MARCH 22, 2024

Aaron Parish [link] Level Wealth Stephan Shipe Home Scholar Advising Ohio Curtis Bailey quietwealth.net Flat Fee of $6,000 per year charged at $500 per month Brian Tegtmeyer Home Flat Fee financial planning, investment management, and tax planning for new retirees. I also provide one-time retirement plans for DIY investors.

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Financial Planning Fee Only Financial Planner Financial Advisor 52

WiserAdvisor

APRIL 16, 2025

This article can help you understand what a financial advisor can help you with so you can go ahead and hire one as soon as possible. Retirement planning can be a long-term journey, and a lot can change along the way. Lastly, tax planning does not end with investments but also extends to how you plan your withdrawals.

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Financial Advisor Asset Allocation Financial Planning Retirement Planning 40

WiserAdvisor

SEPTEMBER 8, 2023

Delaying specific actions until your retirement is finalized can help you better prepare for this significant life transition. You may consult with a financial advisor to understand how to prepare for retirement and the importance of adopting a prudent approach to retirement planning.

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Retirement Retirement Planning Financial Advisor Budgeting 45

WiserAdvisor

APRIL 24, 2025

It allows you to build a professional, systematic plan tailored to your lifestyle, goals, and needs. This article covers a few practical steps on how to know if you are ready to retire so you can move forward with more clarity and have more productive, informed conversations when you do meet a financial advisor.

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Retirement Retirement Planning Financial Advisor Healthcare 40

FMG

OCTOBER 6, 2022

Many advisors approach accounting and tax planning by reviewing the past, but effective financial planning requires looking toward the future and using the data from a CRM system for accurate projections. Editing note: This article was originally published on Nov 10th, 2020 and has been updated to ensure consistency.

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Financial Advisor Clients Communication Financial Planning 83

Brown Advisory

APRIL 1, 2020

Possible future increases in income and wealth transfer taxes, including the potential reversion of certain elements of the U.S. tax code that are not permanent. The unprecedented size and scope of the CARES Act stimulus package signed into law in late March (see our article on the CARES Act for more information).

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

Possible future increases in income and wealth transfer taxes, including the potential reversion of certain elements of the U.S. tax code that are not permanent. The unprecedented size and scope of the CARES Act stimulus package signed into law in late March (see our article on the CARES Act for more information).

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

WiserAdvisor

SEPTEMBER 27, 2023

The 401(k) retirement plan is one of the most powerful tools. This tax-advantaged savings vehicle allows you to accumulate wealth steadily over a lifetime of diligent saving and investing. But is it truly enough to sustain a comfortable retirement? Is having over $2 million in your retirement account enough?

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Risk Tolerance Retirement Taxes Retirement Planning 40

Harness Wealth

OCTOBER 24, 2024

What do you need to optimally complete and file your taxes? This article covers a comprehensive list of the most common forms, documents, and information needed to file taxes. If you need a cheat sheet, download our 1-page tax prep checklist. If you’re asking that question, we’ve got you covered.

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Taxes Insurance Insurance Coverage Medical 52

International College of Financial Planning

AUGUST 2, 2021

If that sounds your case in this article, we shall look at the information you must know with regards to a career as a Financial Advisor. Accounting & Tax Planning Firms. Fast-growing investment, tax planning industry. What Does a Financial Advisor Do? Banks & NBFCs. Brokerage Firms. Insurance Companies.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Midstream Marketing

NOVEMBER 6, 2024

When you share useful things, like white papers, blog posts, articles, and updates on social media, you can show that you are a thought leader in the financial industry. Retirement Planning: Give tips on how to save for retirement. Explain how to manage your retirement funds and pay for healthcare.

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Financial Advisor Marketing Marketing Media 52

Harness Wealth

MARCH 11, 2024

But that doesn’t mean you simply have to accept a higher tax bill. With the right guidance, there are ways to reduce your federal taxes and your state and local taxes. In this article, we’ll explore 20 tax-saving strategies you can consider to reduce your taxable income.

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