Carson Wealth

NOVEMBER 28, 2022

CFP ® , Director of Consumer Investment Research . Estate planning touches two critical aspects of our lives: It can direct the distribution of property while providing a structure of guardianship and care for ourselves as well as those we love and care for. What Is Estate Planning? When Do You Need an Estate Plan?

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Carson Wealth

NOVEMBER 5, 2022

CFP ® , Director of Consumer Investment Research? . Estate Planning isn’t fun to think about. But estate planning is so much more than terminal actions – it helps set a stage for a rich life while protecting against unnecessary taxes and family feuds. . Who needs estate planning?

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Advisor Perspectives

JUNE 1, 2023

Provisions of the SECURE Act may require advisors to revisit estate plans for clients who aren't utilizing their RMDs or who have qualified assets intended for the next generation. Some clients may benefit from strategies for using life insurance to maximize the value of qualified assets while minimizing their tax burden.

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Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you are in the middle of estate planning , consider the following strategies to develop a sound plan amidst widespread economic challenges. . Create a Trust . Charitable Remainder Unitrust .

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Carson Wealth

FEBRUARY 29, 2024

It’s a simple, human act – one that seems like it shouldn’t take too much planning to do it correctly. But when does gifting become a tax issue? What do you need to consider about gifting as it relates to your overall estate plan? Taxes on Giving??? Why do you have to pay taxes on money you’re giving away?

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Harness Wealth

JUNE 23, 2023

Estate planning is a critical component of a comprehensive financial plan. Furthermore, estate planning includes aspects such as tax minimization strategies, asset protection, and charitable giving. There are many different types of trusts, each designed to address specific estate planning needs.

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Abnormal Returns

AUGUST 23, 2023

Real estate A house is a place to live, not an investment. bestinterest.blog) Baby Boomer wealth is concentrated in real estate which they will leave to their children. dwell.com) Another example of the challenges of rental real estate. papers.ssrn.com) How 529 plan accounts are treated in a divorce.

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eMoney Advisor

FEBRUARY 22, 2023

And if they’re unprepared—or worse, if the family estate planning strategies are less than buttoned up—how will that affect your practice down the line? To start the conversation with clients preparing to transfer wealth, you can simply say: “Tell me about who in the family was involved in the development of your estate plan.”

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Abnormal Returns

OCTOBER 11, 2023

humbledollar.com) Taxes How to compare the yields on taxable and muni bonds. marketwatch.com) Some basic things not to get wrong in your tax filings. financialducksinarow.com) Investment taxes, 101. thomaskopelman.com) Personal finance You can't talk about investing without goals. Give yourself some grace.

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Carson Wealth

JANUARY 3, 2023

CFP ® , Director of Consumer Investment Research . Many people believe, incorrectly, that estate planning is for older, ultra-wealthy people. But the simple truth is: If you have property, you need an estate plan. The following are some of the key documents you should consider including in your estate plan.

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Park Place Financial

SEPTEMBER 8, 2022

ESTATES The 5 Most Common Estate Planning Myths Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Estate planning is a crucial component of financial preparation for many individuals, as it enables their wealth to have a lasting and meaningful impact on their loved ones.

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Integrity Financial Planning

NOVEMBER 14, 2023

We’re coming up on the end of the year, and while it’s a time to take a break and enjoy the holiday season, it’s also a good time to consider tax strategies that may benefit you. Gift Tax Exemptions Each year, you can give up to $17,000 to any number of people tax-free.

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WiserAdvisor

JUNE 6, 2023

However, given the high value of wealth, it becomes all the more critical for high-net-worth individuals to plan their finances optimally. Estate planning is one of the key components of financial planning these individuals need to focus on. Business succession: Many high-net-worth individuals are business owners.

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Carson Wealth

FEBRUARY 13, 2023

While there are certainly ways to do estate planning without a lawyer, for most people hiring an estate planning attorney makes the most sense. Estate plans can get complex fast, and even fairly straightforward estates can feel overwhelming if you’re not trained in the area. Do your research.

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Wealth Management

AUGUST 31, 2023

Thursday, September 28, 2023 | 2:00 PM ET

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Abnormal Returns

SEPTEMBER 27, 2023

awealthofcommonsense.com) Why you should keep track of the tax basis of your house. humbledollar.com) Investing How the introduction of the IRA changed how Americans invest. awealthofcommonsense.com) What you need to understand about employee stock purchase plans. dariusforoux.com) Want to be happier in retirement?

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Harness Wealth

FEBRUARY 20, 2024

In this guide, we explore the four main types of tax professionals and the benefits of working with a tax advisor to help navigate challenging tax scenarios. We’ll dive into what a tax advisor does, and help you make an informed decision about which type of tax professional is right for you.

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Yardley Wealth Management

FEBRUARY 15, 2022

The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques In our last piece, we introduced some of the tools of the tax-planning trade. In other words, your tax-planning techniques matter at least as much as the tools.

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Yardley Wealth Management

FEBRUARY 15, 2022

The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques. In our last piece, we introduced some of the tools of the tax-planning trade. In other words, your tax-planning techniques matter at least as much as the tools.

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WiserAdvisor

MARCH 13, 2024

This article will discuss the five pillars of retirement planning and why they are a critical component of your retirement plan. At its core, investment planning ensures that your financial resources are strategically allocated to various asset classes in accordance with your risk tolerance and investment objectives.

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Abnormal Returns

MAY 8, 2023

kitces.com) David Armstrong talks with Larry Swedroe of Buckingham Strategic Wealth about how he talks with advisers about investing topics. citywire.com) Dynasty Financial Partners has formed Dynasty Investment Bank to provide services related to mergers and acquisitions in wealth management. about building 'financial empathy.'

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Wealth Management Estate Planning Taxes Valuation 213

Nerd's Eye View

OCTOBER 31, 2023

In this episode, we talk in-depth about how Jon evolved his "high tech and high touch" mindset to serving clients by regularly iterating upon and updating his advisor tech stack while also elevating his long-time client service administrator into a more holistic client concierge (because the future isn't about tech or human service, it's tech and human (..)

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Nerd's Eye View

JANUARY 22, 2024

For example, an advisor may think of "risk management" in terms of life and property insurance coverage, whereas HNW clients may instead think of tax and estate-planning strategies as asset protection measures – particularly for the future wealth of their heirs.

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Harness Wealth

MARCH 5, 2024

Tax advisors, and other tax professionals , offer services from preparing and filing annual tax returns to comprehensive tax strategies that help minimize taxes and preserve wealth over time. In this guide, we’ll explore the average fees of tax advisors in the US for 2024.

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Harness Wealth

DECEMBER 8, 2022

Not only was the stock market fairly volatile, but there were also atypical tax regulation changes. Tax-loss harvesting. Paying taxes on investment gains can be a financial burden, but tax loss harvesting can reduce your bill. You can claim as much capital loss as your realized capital gain plus $3,000.

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Abnormal Returns

JUNE 28, 2023

Mack talks with Goldstone — a manager of investment research at Condor Capital Wealth Management and co-author of Condor's "Robo Report." contessacapitaladvisors.com) Investing There is only one true portfolio benchmark. dariusforoux.com) More Americans are facing the net investment income tax, or NIIT.

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Darrow Wealth Management

JANUARY 29, 2024

There are no tax benefits during life nor are there any adverse tax implications. This article is a high-level overview of the various estate planning techniques and considerations when using revocable living trusts from the perspective of a wealth advisor (e.g. Other living trust benefits State estate tax planning.

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Nerd's Eye View

JANUARY 8, 2024

is the projected future direction of medical care, where, instead of taking a reactive approach to disease and illness, healthcare practitioners instead invest more energy focusing on preventing illness and maintaining good health in the first place through more personalized plans for patients. Specifically, Financial Advice 3.0

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Nerd's Eye View

NOVEMBER 21, 2022

A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client.

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WiserAdvisor

MARCH 19, 2024

You may wonder how the rich keep their money and where they invest for high returns. While the lifestyles of the rich may appear out of reach for many, the strategies they employ to invest their money for high returns are often accessible to anyone willing to follow in their footsteps. How are the wealthy investing their money?

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Fortune Financial

JULY 28, 2022

When you transfer most assets to a taxable account, there will be income tax, but with company stock, you can take advantage of net unrealized appreciation (NUA). . However, the tax deferral benefit comes at a cost tradeoff. Almost every dollar distributed from a pretax retirement account will be taxed at ordinary income tax rates.

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Brown Advisory

SEPTEMBER 12, 2016

Proposed Tax Law Changes Prompt Estate Planning Review achen Mon, 09/12/2016 - 06:00 A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate.

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Brown Advisory

SEPTEMBER 12, 2016

Proposed Tax Law Changes Prompt Estate Planning Review. A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. Many trusts funded that year have grown outside of the grantor’s estate by 35% or more.

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Abnormal Returns

MAY 22, 2023

riabiz.com) Why Bain Capital invested in CI Private Wealth. citywire.com) Estate planning Can new estate planning platforms put the adviser at the center of the process? riaintel.com) What financial advisers need to know about clean energy home tax credits. (iai.tv) What Morningstar ($MORN) has built in AI.

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Darrow Wealth Management

MAY 3, 2024

And ultimately, how to invest a windfall will depend on a number of factors, including your risk tolerance, time horizon, and spending plans. This step is crucial as any cash that is used at the beginning can’t be invested for the future, which you’ll need to include in projections. Do you want to retire?

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Abnormal Returns

DECEMBER 5, 2022

Podcasts Rick Ferri talks estate planning with Ryan Barrett and Mike Piper. advisorperspectives.com) IRAs Why asset location matters from a tax-perspective. wsj.com) Planning The ways that a financial planner can add value for a client are nearly limitless. investmentnews.com).

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WiserAdvisor

AUGUST 31, 2023

They can assess your financial situation, long-term goals, risk tolerance, and investment preferences to create personalized strategies. They can also help you optimize your savings and investment plans, ensuring that you maximize your earning potential while minimizing risks. But their support does not end there.

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