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8 Items That Can Be Crucial For Your Retirement Planning Checklist

Carson Wealth

Having a retirement planning checklist can help make this final commute the time of reflection and joy it should be. While you simply cant plan for everything, having the essentials in place can give you the confidence and clarity you need to enjoy the freedom retirement can provide.

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The Importance of Retirement Planning for Senior Citizens

WiserAdvisor

Retirement planning is an essential aspect of financial security, especially as one transitions from a phase of regular income to relying on savings and investments. With increased life expectancy, the modern retirement plan may need to account for not only a longer life but also for the increased expectations during this phase.

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The Best Content for Financial Advisors to Attract Clients in 2025

Indigo Marketing Agency

A timely video explaining how recent Federal Reserve decisions might impact retirement planning can position you as the go-to advisor for your niche. Your guides should also include strategic calls to action that guide readers toward the next logical step in their relationship with your firm.

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What Do Financial Advisors Do?

Zoe Financial

Their role extends beyond investment managementthey can help with: Retirement Planning : Structuring your assets to support your desired lifestyle. Estate Planning : Ensuring your wealth is passed on according to your wishes. Coordinate estate and trust planning to preserve wealth. What Does a Financial Advisor Do?

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Exit Planning for Founders: How to Minimize Taxes in an Acquisition

Harness Wealth

Employee Stock Ownership Plans (ESOPs) An ESOP allows owners to gradually sell their shares to employees through a qualified retirement plan. Strategic planning around holding periods becomes essential, as assets held for longer than one year qualify for preferential long-term capital gains rates.

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Tax Savings Tips for Startups

Harness Wealth

million in total purchases, enables strategic planning of major technology investments. Leveraging retirement plans for tax advantages Tech entrepreneurs can create substantial tax advantages through Solo 401(k) plans, which allow contributions up to $69,000 in January 1, 2024 for those under 50.

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All the Tax Benefits You Need for Your Small Business

Harness Wealth

For audit-ready best practices, consider consulting with a tax professional in real-time, especially for mixed business and personal expenses. These variables can significantly impact the final deduction amount, necessitating strategic planning to optimize this benefit.

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