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Nerd's Eye View
FEBRUARY 26, 2025
To achieve this, financial support may start at a very young age, allowing for a longer growth horizon and, in many cases, serving tax and estate planning purposes. 529 plans offer greater flexibility in ownership but restrict how funds can be used, particularly for educational expenses. Read More.
227 
Wealth Management
JUNE 26, 2024
Notice 2024-55 clarifies two exceptions to the 10% additional tax.
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How To Overcome Change Fatigue In Finance With Neuroscience-Backed Strategies
Protect What Matters: Rethinking Finance Ops In A Digital World
Your Accounting Expertise Will Only Get You So Far: What Really Matters
Nerd's Eye View
FEBRUARY 5, 2025
Health Savings Accounts (HSAs) have become an increasingly popular tool for financial advisors and their clients due in part to the 'triple tax savings' they offer: tax-deductible contributions, tax-free growth, and non-taxable distributions for qualifying expenses.
234 
Carson Wealth
DECEMBER 20, 2024
While many people approach their financial planning with careful strategy, its easy to overlook the same level of intention when it comes to charitable giving. Lets explore several potentially effective financial planning tools that may help you maximize your impact and meet your philanthropic goals. government.
Wealth Management
NOVEMBER 29, 2023
While clients and funding remain under wraps, Tokenbridge has plans to tokenize and revitalize the investment industry.
289 
Wealth Management
APRIL 26, 2023
Analysis of big-picture data can reveal plan sponsors who might be sources for prospecting.
289 
Wealth Management
APRIL 11, 2024
Accumulation-phase planning software won't cut it for solving your clients' complex retirement income puzzles, but there are dedicated applications that can.
290 
Nerd's Eye View
NOVEMBER 15, 2024
Also in industry news this week: NASAA has proposed an amendment to its broker-dealer conduct model rule that would restrict the use of the terms “advisor” and “adviser” for broker-dealers and their registered representatives who are not also investment advisers or investment adviser representatives A recent study suggests that (..)
Wealth Management
DECEMBER 20, 2023
When it comes to divorce, a will or trust often is not the last word on estate distribution.
290 
Nerd's Eye View
NOVEMBER 23, 2022
Among the several different types of retirement plans that are available to self-employed workers, solo 401(k) plans can offer the most flexibility and the ability to contribute the highest amount of tax-advantaged savings.
246 
Wealth Management
MAY 30, 2024
Apollo’s products for individual investors are distributed through intermediaries such as bank wealth channels and registered investment advisers, and the firm doesn’t expect that to change.
278 
Nerd's Eye View
AUGUST 2, 2023
Which means that financial advisors can play an important role in adoption planning – helping clients strategically plan for the costs involved in the process, including accessing tax credits that can significantly defray these expenses. At the same time, adoption can be expensive, with costs that can add up to $70,000 or more.
246 
Nerd's Eye View
MARCH 28, 2025
Also in industry news this week: A recent survey indicates that younger "DIY" investors are more likely to be interested in working with a human advisor than their older counterparts, suggesting an opportunity for advisors to tap into this demographic (perhaps by setting minimum planning fees that ensure these clients can be served profitably today (..)
Nerd's Eye View
APRIL 22, 2025
So, whether you're interested in learning about the difference between estate and legacy planning, how to engage in deep legacy planning conversations with clients, or using intimate client events to attract new prospects, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Vanessa N. Read More.
130 
Wealth Management
DECEMBER 15, 2023
Act regarding individual retirement accounts, including changing when the first required minimum distribution can be made from the account, new rules for inhe The panel of experts will discuss and answer questions about the changes made by SECURE 2.0
Wealth Management
MARCH 25, 2024
Hobby comes over from Fidelity Investments, where he served as the head of distribution for private wealth management, executive services, workplace planning and advice and stock plan services.
Getting Your Financial Ducks In A Row
JANUARY 20, 2025
In case you don’t know what a 72t distribution is, this is shorthand for the Internal Revenue Code Section 72 part t (or IRC §72(t) for short), and the most popular provision of this code section is known as a Series of Substantially Equal Periodic Payments – SOSEPP is the acronym. Enough about the code section already.
52 
Nerd's Eye View
DECEMBER 9, 2024
However, as the cost of equity rises and accessibility becomes more limited, firms face the challenge of inspiring ownership behavior without distributing equity.
237 
Nerd's Eye View
NOVEMBER 27, 2023
In this guest post, Michael Levin, a New York Times bestselling author and ghostwriter, writes about how financial advisors can make a more effective impression on prospective clients by writing, publishing, and distributing a book that establishes their authority, confidence, and, above all, trust.
246 
Wealth Management
NOVEMBER 14, 2024
Morgan Christiansen, VP of Distribution at The Pinnacle Group, explores the evolving role of insurance in financial planning at Nitrogen's 2024 Fearless Investing Summit.
246 
Nerd's Eye View
AUGUST 29, 2023
Jeff is the Owner and Founder of Cypress Financial Planning, an independent RIA based in Haddon Heights, New Jersey, that oversees $275 million in assets under management for 380 client households. My guest on today's podcast is Jeff Jones.
245 
Wealth Management
FEBRUARY 3, 2023
This week, Orion announced they were making it easier for those in need of free financial planning to find help, TIFIN and Morningstar partnered to enhance their AI-powered distribution platform and eMoney responded to recently-passed legislation with tax planning upgrades.
246 
The Chicago Financial Planner
OCTOBER 21, 2021
Many of you have the option to enroll in high-deductible insurance plans that allow the use of a health savings account via your employer. High deductible health insurance plans . These types of plans are becoming more common with employers and are available privately as well. How the HSA works . Click To Tweet.
A Wealth of Common Sense
MAY 29, 2025
We also touched on questions from our audience about holding stocks in your emergency fund, the best way to pay for home renovations, how teachers should factor pensions into their retirement plans and some of my favorite fiction book series.
Getting Your Financial Ducks In A Row
FEBRUARY 10, 2025
Did you know that there is a specific order for distributions from your Roth IRA? The Internal Revenue Service has set up a group of rules to determine the order of money, by source, as it is distributed from your account. This holds for any distribution from a Roth IRA account.
52 
Million Dollar Round Table (MDRT)
APRIL 1, 2025
understand the value of qualified charitable distributions (QCD). Not only does this money count toward your required minimum distribution (RMD), but the donation is made tax-free, and the funds dont count toward your total taxable income. Note: This only applies to U.S.-based taxes.)
52 
Trade Brains
JUNE 9, 2025
Provident Fund Withdrawals SPF and PPF withdrawals enjoy complete tax exemption For RPF withdrawals: Five years of continuous service must be completed to qualify for tax-exempt status Judicious withdrawal planning significantly enhances tax advantages Also read : SEBI’s Latest Mutual Fund Nomination Rules: What Investors Must Know 5.
59 
Wealth Management
NOVEMBER 1, 2022
One Shein distribution center, located in Whitestown, Indiana, is already operational and could reduce shipping times by up to four days. It currently has 800 employees, with plans to have 1,000 by the end of this year. A second facility is expected to open in Southern California by the spring of 2023.
246 
Nerd's Eye View
JUNE 19, 2024
The role of estate planning is most commonly considered to be about transferring assets from one generation to the next in the most efficient manner possible (e.g., The most common example involves trust provisions that direct assets to be distributed to beneficiaries once they obtain a certain age (e.g.,
190 
Nerd's Eye View
JUNE 19, 2024
The role of estate planning is most commonly considered to be about transferring assets from one generation to the next in the most efficient manner possible (e.g., The most common example involves trust provisions that direct assets to be distributed to beneficiaries once they obtain a certain age (e.g.,
189 
Abnormal Returns
JANUARY 2, 2023
kitces.com) Jamie Hopkins & Ana Trujillo Limón talk with Dave Yeske, CFP, founder and Managing Director of YeskeBuie about the role of emotions in financial planning. Podcasts Michael Kitces talks with Carl Richards about building a career in financial advice. wiredplanning.com) SECURE 2.0 A deep dive into SECURE Act 2.0
130 
Abnormal Returns
FEBRUARY 19, 2024
morningstar.com) The biz Creative Planning was able to retain some 60% of the United Capital assets. riabiz.com) XY Planning Network is launching a new in-house RIA, XYPN Sapphire. obliviousinvestor.com) Estate planning Changing an estate plan takes time. wealthmanagement.com) Do your clients have a digital estate plan?
274 
The Big Picture
FEBRUARY 27, 2023
equity valuations: “Baby-boomers’ huge flow of 401K plan contributions helped to drive equities higher; now that ~70 million Boomers are retiring, when do demographics flip this from a huge positive to a net drag?” aka The Hidden World of Failure ) (October 23, 2020) Stock Ownership : Distribution of Household Wealth in the U.S.
325 
Tobias Financial
JUNE 2, 2025
Estate planning is one of the most important steps in securing your financial legacy, but its also among the most complex. Understanding how assets will be distributed, navigating tax implications, and aligning these decisions with your personal goals can feel overwhelming.
Nerd's Eye View
JANUARY 4, 2023
Financial advisors have a wide range of strategies at their disposal to create financial plans for their clients. And when it comes to retirement planning, one popular technique is the use of ‘guardrails’, which set an initial monthly withdrawal rate that can be later adjusted as the size of the client’s portfolio changes.
246 
Getting Your Financial Ducks In A Row
APRIL 3, 2023
We’ve covered a lot of ground with regard to how various tax laws impact your retirement plans: pensions, IRAs, 403(b) and 401(k) plans. But we’ve primarily focused on the US income tax laws (the IRS) affect your plans – and there are many nuances that you need to take into account with regard to state tax laws.
Nerd's Eye View
JUNE 26, 2024
Traditionally, the challenge in using a 529 plan to save for higher education expenses has been figuring out how much to save to cover the beneficiary's college costs without overshooting and saving more in the 529 plan than is actually needed. The Secure 2.0
189 
MainStreet Financial Planning
NOVEMBER 8, 2024
As December unfolds, it’s easy to overlook year-end tax planning amid the holiday hustle. For 2024, the IRS has increased contribution limits: – 401(k), 403(b), and most 457 plans: You can contribute up to $23,000. However, dedicating a few moments now can lead to significant savings come tax season.
98 
Yardley Wealth Management
NOVEMBER 12, 2024
The post Securing Your Legacy: Financial Planning Tips for Your Children’s Future appeared first on Yardley Wealth Management, LLC. Securing Your Legacy: Financial Planning Tips for Your Children’s Future Introduction As parents, one of our greatest goals is to ensure our children’s future financial well-being.
The Big Picture
AUGUST 26, 2023
.” Instead, the Vanguard capital markets model “runs large simulations that show a probabilistic set of results, and so we tend to aim at the median, the midpoint of the distribution of those observations.” ” A list of his favorite books is here ; A transcript of our conversation is available here Tuesday.
Integrity Financial Planning
OCTOBER 3, 2023
Rather than acquire a target company, a savvy potential acquirer of a distributor could temporarily lower their price for whatever is being distributed and woo most of the target company’s customers without acquiring the company. It was a subsistence living, and Sheth was determined to build a more valuable company.
97 
Carson Wealth
MAY 23, 2024
One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles: trustee, personal representative, executor and agent. While a critical decision, it’s often given significantly less thought than the distribution of your assets.
120 
Harness Wealth
NOVEMBER 12, 2024
Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Checklist: Year-end Tax Planning Strategies Review the following tax strategies with your tax advisor and/or financial advisor before the end of the year.
52 
Nerd's Eye View
DECEMBER 23, 2022
”, a series of measures that will have significant impacts on the world of retirement planning. A review of financial planning actions, from tax-loss harvesting to charitable giving, that have a December 31 deadline.
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