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Your Future, Your Way: Navigating Estate & Retirement Planning as an Investor

Zoe Financial

FAQs: Understanding the Basics How much should I contribute to my retirement plan? It depends on your income, timeline, and broader financial picture. High earners often use multiple vehicles, like IRAs, taxable accounts, or deferred compensation plans. Find your financial advisor matches.

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Tax Strategies for High-Income Earners 2025

Yardley Wealth Management

Key deductions include: Mortgage interest payments on primary and secondary residences Property tax deductions (subject to SALT limitations) Home office deductions for qualifying spaces Maximizing Retirement Account Benefits Take full advantage of tax-advantaged retirement accounts to reduce your current tax burden: Contribute the maximum allowed to (..)

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Massachusetts ‘Millionaires’ Tax Applies to Sudden Wealth Events

Darrow Wealth Management

Considering tax planning strategies to reduce the impact of the new MA surtax. Here are a few to discuss with your tax and financial advisor: Rethink your MA residency. Depending on the situation, the 4% surtax may be unavoidable. But for others, there might be some strategies to consider.

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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Let’s debate it! Let’s talk about it.

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How Does Microsoft Compensation Work?

Cordant Wealth Partners

While you get no tax deduction today for these additional contributions, the power of the Roth account is that the money grows tax-deferred and is tax-free when you pull it out at retirement. Planning Note: In some of the proposed tax changes currently in Congress for 2022, this Mega Backdoor Roth option is eliminated.

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Microsoft Compensation and Benefits Guide for 2021

Cordant Wealth Partners

While you get no tax deduction today for these additional contributions, the power of the Roth account is that the money grows tax-deferred and is tax-free when you pull it out at retirement. Planning Note: In some of the proposed tax changes currently in Congress for 2022, this Mega Backdoor Roth option is eliminated.

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Culture From the Top Down: Executive Compensation Plans Explained

Carson Wealth

At their most basic level, executive compensation plans are designed to attract, retain and motivate top talent and leadership. But truly successful plans are designed to be much more than providing a high salary to a key employee – they support the business’s philosophies, values, and mission. .