Million Dollar Round Table (MDRT)

JULY 21, 2022

This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning. Discuss more advanced estate planning, charitable planning and special family issues.

Charitable Planning 76

Charitable Planning Estate Planning Retirement Planning Tax Planning 76

Harness Wealth

APRIL 26, 2022

No-one loves paying taxes. Did you know you can buy crypto through an IRA and receive the same tax benefits? Just like with other assets, if you buy crypto through an IRA, the tax will be paid at your income tax rate at retirement. You can see the crypto advisor tax webinar replay here. Manage your timing.

Taxes 52

Taxes Assets Nonprofit Financial Advisor 52

Robert B. Ritter Jr.

JANUARY 31, 2022

estate planning has escaped the tax bombs Democrats wanted to drop. With Joe Biden’s Build Back Better (BBB) collapsed, it’s back to rational planning concepts, like the intentionally defective […]. It looks like U.S.

Taxes 40

Taxes Estate Planning Financial Services Planning 40

Park Place Financial

MARCH 16, 2022

The following areas are among the most vital to discuss with high-net-worth clients: Estate Planning. To ensure your wealth benefits loved ones, you should prepare your estate and determine how to distribute your assets. Estate planning for high-net-worth individuals is also significant because recent developments in U.S.

Financial Planner 52

Financial Planner Estate Planning Certified Financial Planner Retirement Planning 52

Darrow Wealth Management

AUGUST 28, 2023

Your business advisory team may consist of: a business broker or M&A advisor, accounting and tax advisors, and transaction/M&A attorney. On the personal side, your financial advisor , estate planning attorney, and CPA/tax advisor should be involved throughout the process. You may need audited financial statements.

Sales 77

Sales Wealth Advisor Estate Planning Taxes 77

Fortune Financial

JUNE 2, 2023

Unlocking the Power of Net Unrealized Appreciation (NUA) Many workers receive company stock as part of their compensation package or can take advantage of a company 401(k) plan, choosing from a menu of mutual funds, exchange-traded funds and company stock for their investments. Let’s take a look at four key tax benefits of NUA.

Retirement Planning 52

Retirement Planning Distribution Retirement Taxes 52

Discipline Funds

DECEMBER 20, 2023

Calculate your 2023 after tax income and expected after tax 2024 income. Are you saving or contributing 10-20% of your income to a dedicated savings plan? Do so before year-end and plan for next year’s RMD now. Estate Planning Do you have a trust and will? Harvest losses in taxable accounts.

Financial Planning 73

Financial Planning Planning Asset Allocation Retirement Planning 73

Harness Wealth

JUNE 9, 2023

While it may seem like a luxury that is only available to the wealthy, anyone is capable of building an effective financial plan and putting it into action. Without effective personal financial management, you risk losing money to poor budgeting, poor tax planning, or even just to inflation.

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

Gen Y Planning

DECEMBER 5, 2022

Contributions to your 401(k) are pre-tax, meaning that for every dollar you contribute, you actively lower your taxable income. If you’re covered by a workplace retirement plan, you likely won’t be eligible to make deductible (pre-tax) contributions to your traditional IRA, but investing in it still provides valuable benefits in retirement.

Taxes 59

Taxes Estate Planning Planning Budgeting 59

Clever Girl Finance

MARCH 19, 2024

It details your current money situation and financial system, including investing, saving, retirement, and estate planning. So, what is a financial plan, in simple terms? Opening tax-advantaged IRAs (individual retirement accounts) helps you get more from your savings by paying less tax. Plan for taxes Yup, taxes!

Financial Planning 69

Financial Planning Planning Budgeting Insurance 69

WiserAdvisor

MAY 11, 2023

They can also help with tax planning, ensuring that the transfer of assets is done in a way that minimizes tax liability for both the estate and the beneficiaries. Professional advisors and estate planners can also help navigate complex legal and financial issues related to inheritance. These are: 1.

Distribution 52

Distribution Taxes Insurance Financial Advisor 52

Robert B. Ritter Jr.

MAY 30, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using the Loan-Based Split-dollar System and Wealthy and Wise®) Blog #221 follows up on Blog #220, which described coupling Premium Financing with Wealthy and Wise® to produce a powerful wealth planning concept called “Zero Estate Tax.”

Taxes 40

Taxes Financial Services Planning Certified Financial Planner 40

Brown Advisory

DECEMBER 4, 2017

presidential election, we have grappled with the lack of clarity regarding the details of new tax legislation. The outcome of the tax reform debate is likely to impact how we advise clients on tax planning, estate planning and a host of other topics. Spotlights for Prudent Planning in 2017.

Planning 52

Planning Taxes Tax Planning Clients 52

Harness Wealth

MAY 25, 2023

The right advisor can help manage your wealth, plan for retirement, navigate tax implications, and more. The per-hour fee structure is often used by financial advisors offering advice on estate planning; debt management; tax strategies; and Social Security claiming strategies.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Brown Advisory

JUNE 2, 2016

Terms like “estate planning” and “wealth transfer” provide little shelter from a painful reality—a large portion of what we do as advisors focuses on the issues associated with our clients’ mortality. This may generate an immediate federal gift tax liability. The savings often exceed the immediate federal gift tax.

Taxes 52

Taxes Assets Clients Tax Planning 52

Indigo Marketing Agency

OCTOBER 6, 2020

In fact, I’m one of the oldest of the millennial generation and I need help from my advisor with all of the following: Retirement planning. Tax planning. Real estate. College planning for my kids. Long-term care planning. Estate planning. Life insurance. Reassurance .

Financial Advisor 52

Financial Advisor Retirement Planning Education Financial Planning 52

Sara Grillo

MAY 8, 2023

They go crazy and paint it with BS statements like: Tax-free guaranteed income Can’t lose money asset Upside potential with downside protection Privatized banking Be your own bank Remember that there is a floor to the crediting rate, but that doesn’t mean you can’t lose money. Here’s why that stinks.

Insurance 59

Insurance Clients Financial Advisor Accounting 59