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Tax Strategies for High-Income Earners 2025

Yardley Wealth Management

From maximizing deductions to managing capital gains, we’ll cover everything you need to know about smart tax planning. It’s triggered by large deductions, multiple dependents, or significant capital gains, requiring careful planning of deductions and income recognition. Click here and contact us for more information.

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Avoid Making These Mistakes to Safeguard Your Wealth

WiserAdvisor

Keeping it safe, growing it wisely, and using it to support your future takes careful planning. Yet even the best financial plans can stumble. Mistake #2: Not having an estate plan in place Estate planning is essential for protecting what you’ve worked hard to build. Wealth management isn’t only for the ultra-rich.

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The Money Tasks You’re Avoiding And How To Make Progress (Part 2)

Workable Wealth

Traditional IRAs operate similarly to your workplace plan. Contributions are pre-tax, investments grow tax-free, and distributions are taxed as ordinary income. To add more tax-efficiency into your retirement planning, it’s also good to consider investing in a Roth IRA. Remember, there is no loan for retirement.

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Market Commentary: S&P 500 Approaching All-Time High but US Economic Momentum Slowing

Carson Wealth

Congrats again to the Dow on an amazing run and to all the investors over the years who have benefited by sticking to their investment plans. Distribution of Job Growth Isn’t Great The composition of job growth across sectors also gave less cause for comfort. Any bets on when it breaks 100k?

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2 Stocks to buy now for an upside of up to 20%; Recommended by Trade Brains Portal

Trade Brains

Risk factor: NHPC is vulnerable to counterparty credit risk because of its involvement with state distribution utilities and departments with a moderate-to-weak credit profile. The company is susceptible to changes in finance or policy because its expansion is directly linked to MoR’s investment plans for Indian Railways.

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Weekend Reading For Financial Planners (Nov 5-6)

Nerd's Eye View

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations.

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Weekend Reading For Financial Planners (Jan 14-15)

Nerd's Eye View

From there, we have several articles on retirement planning: The latest rules for 2023 Required Minimum Distributions from inherited retirement accounts. We also have a number of articles on investment planning: A recent study indicates that rebalancing a portfolio on an annual basis is superior to longer or shorter time horizons.