Yardley Wealth Management

FEBRUARY 1, 2022

The post Part 1: The Tools of the Tax-Planning Trade appeared first on Yardley Wealth Management, LLC. Part 1: The Tools of the Tax-Planning Trade Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome.

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Yardley Wealth Management

FEBRUARY 1, 2022

The post Part 1: The Tools of the Tax-Planning Trade appeared first on Yardley Wealth Management, LLC. Part 1: The Tools of the Tax-Planning Trade. Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome.

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Yardley Wealth Management

MARCH 1, 2022

The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. Life happens. You buy a business.

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Yardley Wealth Management

MARCH 1, 2022

The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning. In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. . Tax-Planning Possibilities.

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WiserAdvisor

AUGUST 31, 2023

A financial advisor can help with maximizing your retirement income through tax planning After retirement, your income sources may become limited to pensions, Social Security benefits, and investment income. A financial advisor can craft tax-efficient withdrawal strategies to minimize the tax burden on your retirement income.

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Harness Wealth

FEBRUARY 5, 2025

The rise of remote work and digital nomadism has made FEIE a common tax minimization strategy for Americans living abroad. What is the Foreign Tax Credit (FTC)? Financial and lifestyle considerations of living abroad The importance of professional tax advice for expats FAQs about the FEIE What is the Foreign Earned Income Exclusion?

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Taxes Compliance Accounting Government 52

Harness Wealth

OCTOBER 8, 2024

Key Takeaways: The Harness Marketplace allows your tax firm to be paired with high-value tax clients whose unique needs align with your expertise. The Harness Marketplace attracts employees, founders, and investors in tech, healthcare, management consulting, and other high-earning industries who need help managing complex tax needs.

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WiserAdvisor

OCTOBER 11, 2022

While these can be avoided, there is another cash outflow that can considerably lower your savings and returns and is also hard to avoid – tax. Tax planning is essential. Tax is charged on every penny you earn. Tax evasion is a crime, and missing tax payments can lead to legal hassles that can be hard to get out of.

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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

JUNE 27, 2025

A bridge plan for health insurance (since Medicare only begins at 65). And a tax-efficient withdrawal strategy that won’t sabotage your nest egg early. Retiring is easy with planning, and retiring early is also doable. Healthcare costs can be brutal This is one of the most overlooked challenges of early retirement.

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Harness Wealth

MAY 14, 2025

Filing taxes in Hawaii requires a clear understanding of the specific forms and procedures unique to the state. Unlike federal tax forms, Hawaii tax forms are tailored to meet the state’s tax laws and regulations, ensuring residents and non-residents alike comply with local requirements.

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WiserAdvisor

OCTOBER 4, 2022

Retirement planning can be a bit complex. There are multiple factors to weigh in, right from healthcare and inflation to estate planning, business succession planning, tax planning, and more. However, the main drawback to this can be the lack of foresight regarding what and how to plan.

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Zoe Financial

FEBRUARY 14, 2023

Zoe’s Tell-All: 2023 Tax Season Published February 14th, 2023 Reading Time: 5 minutes Written by: The Zoe Team If you’re a golfer, you know a lot goes into the brilliant game. Similarly, filing taxes includes many steps and details everyone needs to know about. Tax planning can be overwhelming , but it doesn’t have to be.

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Integrity Financial Planning

NOVEMBER 1, 2022

It doesn’t factor in your healthcare coverage situation, it isn’t designed to avoid the 3 strikes of tax planning , and it doesn’t account for the location and liquidity of your wealth and savings. However, the 4% Rule may be used as a conversation starter with your financial advisor on how to turn your savings into income.

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WiserAdvisor

FEBRUARY 19, 2024

According to the Fidelity Retiree Health Care Cost Estimate, the financial burden of healthcare in retirement is substantial. As a couple aged 65 in 2023, you may need approximately $315,000 saved (after tax) to cover your healthcare expenses. The absence of a dedicated healthcare fund can lead to unexpected financial hardships.

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Harness Wealth

MARCH 11, 2024

As a company founder, early startup employee, or small business owner, you may find yourself in a higher tax bracket as your business grows or you realize gains from equity compensation. But that doesn’t mean you simply have to accept a higher tax bill. Here are 20 tax-efficient actions to consider when filing your taxes in 2024.

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Park Place Financial

MARCH 10, 2022

Reduce Tax Payments. Taxes are inevitable, but the amount you pay each year doesn’t have to be. There are several actions you can take to avoid higher tax rates and retain more money, including: . Distributing tax-smart assets into the different tax categories (taxable, tax-deferred, and tax-free) to limit liability .

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eMoney Advisor

FEBRUARY 9, 2023

Financial Planning Needs: Retirement planning Education and family planning Obtaining appropriate insurance coverage Business and tax planning Significant asset purchases Strategies for Serving Clients in This Stage: Clients at this stage are experiencing life events — both large and small — that will impact their financial planning needs.

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WiserAdvisor

FEBRUARY 29, 2024

They help you optimize tax planning Tax planning is an important aspect of financial planning that can significantly impact your long-term wealth accumulation. It helps you strategically minimize the amount you pay in taxes and maximize your investment returns to preserve more of your hard-earned money.

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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.

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WiserAdvisor

APRIL 16, 2025

Planning for retirement is one of the biggest financial challenges you will ever face, and a financial advisor can help you adopt a strategy that can take you to your goals, mitigate risk, and adapt to the changes that will inevitably come your way. Retirement planning can be a long-term journey, and a lot can change along the way.

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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.

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Taxes Estate Planning Planning Budgeting 59

WiserAdvisor

DECEMBER 15, 2023

By helping you lower your tax The impact of proper tax planning on your eventual retirement balance cannot be overstated. Engaging with a skilled financial advisor can empower you to manage your taxes proactively. HSAs allow you to make contributions on a pre-tax basis, allowing for tax-free growth of earnings.

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Midstream Marketing

NOVEMBER 6, 2024

Pain Points: These are issues like market ups and downs, tax problems, and money planning being hard. Explain how to manage your retirement funds and pay for healthcare. Tax Planning: Help clients learn smart tax strategies. Discuss estate planning and how financial decisions can impact taxes.

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Cordant Wealth Partners

AUGUST 16, 2024

Other pay : Certain employees can be eligible for “pay in lieu of redeployment” (9 weeks) and an “additional separation bonus” (8 weeks) It’s important to note that severance payouts are taxed as ordinary income in the year of payout. Tax planning for a transition out of Intel is critical.

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Zajac Group

FEBRUARY 10, 2025

If you dig even deeper, you may also think about tax implications, including the alternative minimum tax and qualified holding periods. But the basics of equity compensation and tax aside, theres something else you might want to be mindful of something that is a bit more difficult to define or quantify. or Europe).

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WiserAdvisor

APRIL 24, 2025

At that point, you likely have a clearer understanding of what it takes to maintain your current standard of living, and that can be the starting point for your retirement planning. Although retirement may come with a lot of changes that include downsizing, travel, additional healthcare needs, etc.,

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Retirement Retirement Planning Financial Advisor Healthcare 40

WiserAdvisor

SEPTEMBER 8, 2023

It is important to have a clear understanding of your budget post-retirement, factoring in housing costs, property taxes, and maintenance expenses. It is also essential to consider factors like climate, proximity to family, friends, and healthcare facilities. Different states have different rules when it comes to income taxes.

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WiserAdvisor

JULY 3, 2023

It can require a deep understanding of personal finance, investment strategies, tax implications, and more. A financial advisor can help you understand the intricacies of financial planning for physicians. Not creating a comprehensive financial plan Financial planning for physicians and healthcare professionals is essential.

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Financial Planning Planning Medical Financial Advisor 40

WiserAdvisor

JANUARY 23, 2024

Step 2: See if the financial advisor conducts an annual tax review Ensuring that your financial advisor reviews your tax return annually is a crucial step in maximizing your financial benefits. An effective financial advisor should be proactive in reviewing your tax plan before the year-end.

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Financial Advisor Risk Tolerance Communication Taxes 40

WiserAdvisor

DECEMBER 29, 2022

For instance, the level of education you get, the quality of healthcare you can afford, and the lifestyle you can adopt all depend on your wealth. A 401k account is a tax-advantaged account that will help you save tax and, at the same time, build wealth for the future. Do not undermine tax. can help you with tax planning.

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Financial Advisor Financial Planning Taxes Education 40

WiserAdvisor

JULY 27, 2023

Furthermore, ChatGPT may have limitations in reflecting recent policy changes or potential mathematical fallacies that can impact retirement and tax planning strategies. This blog explores the strengths and limitations of employing ChatGPT vs. a financial advisor when planning for retirement.

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The Big Picture

AUGUST 15, 2023

So for a taxable investor, hedge funds generally aren’t tax efficient. And when you look at the assets that are invested, the three trillion in hedge funds, I would guess that north of 90% of that are in institutions that don’t pay taxes. It’s part of their own tax planning. I like Buffett’s idea.

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WiserAdvisor

MARCH 13, 2024

Investment planning also plays a crucial role in tax optimization, enabling you to minimize tax liabilities and maximize after-tax returns. Additionally, tax-loss harvesting, and other tax-optimization strategies can further improve the tax efficiency of your investment portfolio, thereby enhancing overall returns.

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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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Tax Planning Taxes Planning Estate Planning 52

The Big Picture

OCTOBER 19, 2022

So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? We’ll do estate planning and other complex financial planning. Let’s talk a little bit about portfolio analytics, financial planning tools.

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