Trade Brains

JUNE 9, 2025

When you are preparing for retirement, you should keep in mind both financial strategies and what tax benefits you may gain. Older citizens can get helpful guidance from the Income Tax Department’s special brochure for retirement taxation matters. Key Tax Advantages for Retirees 1.

Retirement

Abnormal Returns

JANUARY 15, 2025

Podcasts Khe Hy talks with Christine Benz author of "How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement." podcasts.apple.com) Retirement Retirement is a great time to do some creative tax planning. awealthofcommonsense.com) The best retirement withdrawal strategy is one you can live with.

Retirement

Wealth Management

AUGUST 6, 2025

Several stock holdings in these ETFs received a substantial tax savings boost from the recently passed One Big Beautiful Bill Act. The bill creates permanent tax incentives in the areas of capital asset depreciation and expensing of domestic R&D costs. Related: 11 Investment Must Reads for This Week (Aug.

Taxes

Wealth Management

JUNE 26, 2025

Attorney’s Office said he failed to report the fraud proceeds on his personal income tax returns, which generated a tax loss of about $3 million. Today’s sentencing shows how seriously the courts take federal tax crimes.” "We and Mr. Mason respect and appreciate the court’s judgment yesterday," said Michael J.

Clients

Wealth Management

AUGUST 1, 2025

The deal includes Family Wealth Tax Advisory, an affiliated tax practice that will be integrated into Mercer’s tax planning services. “We Raymond James Practice Mercer Advisors Lands $1.2B based wealth management firm with $1.2 billion in client assets across about 200 families.

Estate Planning

Wealth Management

JULY 2, 2025

As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. trillion annually over the next decade as part of the great wealth transfer, a new report finds. trillion annually.

Financial Advisor

Abnormal Returns

OCTOBER 28, 2024

artofmanliness.com) Ben Carlson talks about the state of the retirement savings market with Shawn O'Brien, Director of Retirement at Cerulli Associates. advisorperspectives.com) Does risk tolerance change in retirement? kitces.com) Tax-loss harvesting is going long-short.

Risk Tolerance

Wealth Management

AUGUST 4, 2025

Fred Barstein , Founder and CEO , The Retirement Adviser University August 4, 2025 6 Min Read American Stock/ClassicStock/Archive Photos/Getty Images As the Department of Labor issues a request for information in preparation for its report to Congress on the state of pooled employer plans after SECURE 1.0 PEPs seem to be a great solution.

Estate Planning

Wealth Management

AUGUST 12, 2025

Unlike outright gifts, these loans must be documented and comply with Internal Revenue Service rules, but they allow clients to provide financial assistance without relinquishing control or incurring unintended gift tax consequences. May be forgiven incrementally over time to leverage annual gift tax exclusions.

Planning

Wealth Management

JULY 31, 2025

These options can be integrated alongside ETFs, mutual funds, SMAs and direct indexing within a single tax-managed custodial account. The platform also aligns alternative fund activity with tax-loss harvesting, tax transition and tax-aware rebalancing. Raymond James Practice Mercer Advisors Lands $1.2B

Estate Planning

Dear Mr. Market

DECEMBER 31, 2024

Maximize Retirement Contributions Contribute as much as possible to your 401(k), IRA, or Roth IRA. Optimize Tax Strategies Its not what you makeits what you keep. Meet with your tax advisor to discuss harvesting tax losses, Roth conversions, and charitable contributions that might save you money. A good rule of thumb?

Budgeting

Financial Symmetry

NOVEMBER 26, 2024

Early retirement has unique financial planning challenges, particularly regarding health insurance and tax strategies. For people who retire before age 65, the challenge of finding affordable and adequate health insurance adds another layer of complexity to their financial plans.

Insurance

Wealth Management

JULY 17, 2025

based accounting firm, is taking a page from large registered investment advisors by bringing together taxes and wealth management. In these cases, the RIA will agree to non-solicitation agreements regarding tax clients, but a revenue-sharing model for the wealth management services. Conversely, tax firm Wright Ford Young & Co.

Wealth Management

Wealth Management

JULY 8, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Charles Schwab bank branch Mutual Funds Schwab Expands Roster of No Transaction Fee Mutual Funds Schwab Expands Roster of No Transaction Fee Mutual Funds by David Bodamer Jul 8, 2025 1 Min Read Wealth (..)

Wealth Management

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo Brennan’s experience is indicative of many young advisors working in the RIA space. Another is working with clients across adjacent areas, including estate planning and tax strategies. Related: $2.2B

Estate Planning

Wealth Management

JULY 30, 2025

Anthony Venette , Manager, Valuation Services , Withum July 30, 2025 5 Min Read The passage of recent tax legislation has brought welcome clarity to estate planners and private investors alike. However, due to the inclusion of the direct interest, it may use up more of a partner’s gift/estate tax exemption than desired.

Estate Planning

Wealth Management

JULY 9, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all fixed income data computer fintech WealthTech Former Citadel Quants Raise $36M for Fixed-Income Fintech Former Citadel Quants Raise $36M for Fixed-Income (..)

Wealth Management

Harness Wealth

APRIL 17, 2025

Tax deductions can save you thousands annually by reducing your taxable income through legitimate business expenses. Understanding these deductions is more critical than ever as tax laws evolve, presenting new opportunities for savings. Understanding this distinction is crucial for maximizing your tax benefits effectively.

Taxes

Clever Girl Finance

DECEMBER 23, 2024

As a freelancer, you juggle not only your craft but also your finances, taxes, and retirement planning. Plan for taxes ahead of time 4. Plan for retirement 5. Secure health insurance and other benefits 7. By staying proactive, you can avoid unpleasant surprises during tax season. Create a realistic budget 2.

Budgeting

Harness Wealth

APRIL 17, 2025

Tax season can be overwhelming, but understanding how to leverage deductions and credits can significantly impact your bottom line. While both mechanisms help reduce what you owe, they operate in fundamentally different ways that affect your final tax bill. And tax law is not static. of your AGI. of your AGI.

Taxes

Wealth Management

AUGUST 12, 2025

Peter Aloisi August 12, 2025 4 Min Read Andrew Harnik/Getty Images News/Getty Images For many investors, the phrase "alternative minimum tax" tends to raise eyebrows or trigger confusion, if not concern. Advisors Say, Not So Fast Microsoft Report Says AI Will Replace Advisors. 12, 2025) 11 Investment Must Reads for This Week (Aug.

Marketing

Wealth Management

AUGUST 5, 2025

The aspiration is to bring together a client’s disparate accounts, goals, tax realities and family dynamics into a cohesive, personalized investment solution. When combined with personalized and rudimentary tax management, the transition from product-centric SMAs to client-centric UMAs was underway. Yet progress here remains slow.

Wealth Management

Wealth Management

AUGUST 8, 2025

He began at Deloitte’s individual tax practice, honing his skills in tax and estate planning strategies. Jordan’s career path showcases his leadership and commitment to client service. Later, at Wachovia Bank (now Wells Fargo), Jordan helped build the Executive Financial Planning practice.

Estate Planning

Abnormal Returns

MARCH 12, 2025

axios.com) Getting insurance is going to be a barrier to rebuilding in LA. wsj.com) On the growth of university-affiliated retirement communities. ft.com) Retirement The sequence of returns matters most in the first few years of retirement. mr-stingy.com) Should you get your insurance coverage re-quoted?

Insurance Coverage

WiserAdvisor

JULY 2, 2025

Healthcare costs are rising at a pace that demands attention, particularly for individuals nearing retirement. Without proper planning, healthcare expenses can quickly consume a significant portion of retirement savings. They can build a more resilient financial strategy for retirement. increase from the previous year.

Healthcare

Harness Wealth

NOVEMBER 12, 2024

As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Find your next tax advisor at Harness today. Starting at $2,500.

Tax Planning

Wealth Management

JUNE 27, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Matt Magill KKR Alternative Investments RIAs and the Evolving Landscape of Private Wealth RIAs and the Evolving Landscape of Private Wealth by WealthManagement.com Staff Jun 27, 2025 Wealth Planning (..)

Estate Planning

Trade Brains

JULY 9, 2025

Out-of-pocket expenses cover ~62% of these, and insurance premiums are rising 10–15% in 2025 alone. That means if your retirement plan underestimates medical costs, you risk serious shortfalls. Building an Inflation-Resistant Retirement Plan Equities (30–50%) – Over the long term, equities typically beat inflation. 50,00,000.00

Retirement Planning

Harness Wealth

MARCH 6, 2025

Freelancers and contractors may enjoy greater flexibility and independence than full-time employees, however, this autonomy brings increased tax responsibility. Unlike W-2 employees, freelancers and independent contractors are responsible for managing their own tax obligations, which can be a complex process.

Taxes

Abnormal Returns

FEBRUARY 26, 2025

sites.libsyn.com) Katie Gatti Tassin talks with Jeremy Porter about how home insurance and climate change are affecting the housing market. mrmoneymustache.com) Why you need to account for your Treasury income on your state taxes. aptuscapitaladvisors.com) Retirement There are different levels of retirement readiness.

Asset Allocation

Wealth Management

AUGUST 4, 2025

In addition, Vestmark announced that it partnered with alternative investment platform iCapital and asset management giant BlackRock to add private market assets to its tax-managed UMAs for RIAs on the Dynasty Financial Partners’ network. 4, 2025) 11 Investment Must Reads for This Week (Aug.

Wealth Management

Wealth Management

AUGUST 6, 2025

Founder and wealth advisor Joshua Manwaring leads the acquired firm, specializing in financial planning, retirement income planning, and tax and estate planning. Advisor Karl Kimball will be retiring in the transition. “At Wealth Enhancement is backed by private equity firms Onex Partners and TA Associates.

Estate Planning

Wealth Management

JUNE 11, 2025

Ratner June 11, 2025 2 Min Read A client whose estate will remain non-taxable after 2025 has a policy in an irrevocable life insurance trust (ILIT) that was presumably purchased for estate tax liquidity.

Wealth Management

Harness Wealth

JULY 14, 2025

These alternative investments can offer distinct advantages in the shape of portfolio diversification and the potential for higher returns, but they can come with equally distinct tax complications that need to be carefully planned for. What are the key tax strategies for alternative investments in 2025?

Taxes

Yardley Wealth Management

JANUARY 21, 2025

These professionals help you define clear financial objectives and create actionable plans to achieve them, whether you’re planning to buy a home, save for college, or prepare for retirement. Retirement Planning Retirement planning is one area where talking to a financial planner proves particularly worthwhile.

Financial Planner

Carson Wealth

FEBRUARY 4, 2025

Understanding Tax Compliance and Risk Management Ultra-high-net-worth individuals face unique tax challenges, including high rates and ever-changing complex tax codes. If managed improperly or inefficiently, tax issues could significantly erode your familys wealth and even lead to legal complications. And, if the U.S.

Risk Management

Random Roger's Retirement Planning

JULY 14, 2025

The magic of having $1 million for retirement is no longer what it once was. million as being sustainable for a 25 year retirement assuming 4%/$50,000/yr. million as being sustainable for a 25 year retirement assuming 4%/$50,000/yr. How much do you have now and how much are you likely to have when you retire?

Retirement