Walkner Condon Financial Advisors

APRIL 13, 2022

You may have recently changed jobs and are wondering, “What should I do with my retirement account that was established through my former employer’s retirement plan?”. It is a defined-contribution plan that offers an opportunity for an employee to save and invest for retirement in a tax-deferred manner. Cash it out. Do nothing.

Retirement Planning

WiserAdvisor

FEBRUARY 2, 2023

If you need guidance on how to prepare for a recession and secure your finances, consider consulting with a professional financial advisor who can advise you on the same. Here are some things that can help you understand how to protect yourself in a recession with minimal harm to your long-term financial goals.

Financial Advisor

James Hendries

SEPTEMBER 13, 2022

a bill that will revise the rules for contributing to and withdrawing from retirement savings vehicles if passed by the U.S. Since employers are responsible for following retirement savings plan rules, they should familiarize themselves with the SECURE Act 2.0’s Retirement plans for churches and government agencies.

Retirement Planning

Harness Wealth

APRIL 26, 2022

Buy crypto in an Investment Retirement Account (IRA). Just like with other assets, if you buy crypto through an IRA, the tax will be paid at your income tax rate at retirement. If your income when you retire is lower (which is often the case), you will pay a lower tax rate on your investments. Trust structures.

Taxes

WiserAdvisor

FEBRUARY 2, 2023

If you need guidance on how to prepare for a recession and secure your finances, consider consulting with a professional financial advisor who can advise you on the same. Here are some things that can help you understand how to protect yourself in a recession with minimal harm to your long-term financial goals.

Financial Advisor

Nerd's Eye View

JANUARY 31, 2024

In late 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, introducing several significant changes to retirement planning. Of the many provisions in the bill, the so-called "Death of the Stretch" arguably received the lion's share of consternation from the financial advisor community.

Estate Planning

Nerd's Eye View

AUGUST 23, 2023

In this guest post, Kathleen Rehl, a semi-retired financial advisor and educator now focusing on her own estate planning considerations, shares her experience with creating her "Legacy IRA" rollover to a Charitable Gift Annuity to support her chosen nonprofits after Congress passed the SECURE 2.0 But the SECURE 2.0

Taxes

Carson Wealth

DECEMBER 28, 2022

There are a number of strategies to deploy when deciding which accounts are right for you so it’s wise to seek counsel from a financial advisor and tax professional. But here are some common tax-advantaged financial vehicles and tips on using them to their greatest benefit. . Tax-Deferred Accounts . Roth 401(k).

Accounting

Carson Wealth

JANUARY 31, 2023

Kevin Oleszewski , CFP ® , MST, EA, Senior Wealth Planner   Retirement might be fast approaching — leaving you concerned about covering your dream lifestyle. If you have other questions that aren’t answered here, you can contact one of our financial advisors who will help you better understand your options. Find answers below.

Planning

Carson Wealth

NOVEMBER 30, 2022

Required Minimum Distributions (RMD ) from their 401(k) or individual retirement account (IRA) can donate it to charity and get the tax benefit as a QCD. However, not all nonprofits will accept this type of gift because it can be more involved to set up a payment stream. Qualified charitable distribution (QCD). You can visit the?

Taxes

Carson Wealth

APRIL 3, 2025

For example, if you die as the primary income earner, could your spouse afford to send the kids to college or be able to retire comfortably? Once you have a sturdy foundation, you can more confidently build a plan for retirement and a legacy for your loved ones that aligns with your goals.

Retirement Planning