Integrity Financial Planning

NOVEMBER 7, 2022

When markets take a spill, especially when it comes to your retirement investments, it’s harder to find ways to meet your financial goals. While all these concerns are legitimate, there is a hidden benefit to selling your losing investments at a loss. What is Tax-Loss Harvesting? When is the Right Time for Tax-Loss Harvesting?

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Taxes Investing Investments Retirement 98

Integrity Financial Planning

APRIL 19, 2023

More than simply IRAs and Roth investments, your advisor should see the whole picture. A major part of the picture is understanding tax-efficient investing. It’s also important to understand what your life looks like in retirement and how your investments will support that lifestyle.

Taxes 52

Taxes Investing Investments Retirement 52

Wealth Management

APRIL 11, 2024

Matthew Gotlin will lead an expanded investment team focused on tax-efficient and tech-enabled investing and research.

Investing 94

Investing Investments Taxes 94

Abnormal Returns

JANUARY 10, 2024

thomaskopelman.com) If you get paid by 1099 you need to do more work to manage your tax liabilities. (humbledollar.com) A personal margin of safety allows for less stressful life transitions. awealthofcommonsense.com) Five things you can do with your old 401(k) account. thomaskopelman.com) How Venmo is more than a payment app.

Investing 206

Investing Investments Financial Planning Retirement 206

Abnormal Returns

NOVEMBER 24, 2023

podcasts.apple.com) Michael Klein talks the fairness of the tax system with William G. (freakonomics.com) Joe Weisenthal and Tracy Alloway talk about the problem with the U.S. offshore wind industry with Chelsea Jean-Michel of BloombergNEF. theirrelevantinvestor.com) Mark Manson also talks with Morgan Housel.

Taxes 221

Taxes Media Economy Investing 221

Nerd's Eye View

MAY 8, 2023

Traditionally, financial advice and tax preparation have existed as 2 related, but separate, services. CPA, EA, or JD) to prepare tax returns and represent clients before the IRS, there has also been the impression that there is simply not enough time for one person to do both.

Taxes 229

Taxes Financial Planning Financial Advisor Electronics 229

Clever Girl Finance

NOVEMBER 25, 2023

Think you don’t have enough money to start investing? You can learn how to start investing for beginners today, even if you start your investing journey with just $100. Table of contents What is investing? Why is investing important? When should you start investing? How should a beginner start investing?

Investing 65

Investing Investments Risk Tolerance Accounting 65

Advisor Perspectives

OCTOBER 14, 2023

Most investors are aware of certain taxes on their investments, such as on dividends, interest and capital gains. But those are just the tip of the iceberg.

Taxes 59

Taxes Investing Investments 59

Validea

MAY 26, 2023

Utilizing software developed by Wealthfront, the firm where he is Chief Investment Officer, Malkiel reaps losses from portfolios throughout the year in order to sow capital gains for other investments, keeping portfolios balanced with a mix of assets and risks.

Taxes 52

Taxes Investing Investments Distribution 52

Clever Girl Finance

NOVEMBER 8, 2022

Think you don’t have enough money to start investing? You can learn how to start investing even if you start your investing journey with just $100. Although the amount you invest might start out small, it can be a turning point in your finances. Investing money for beginners doesn't have to be hard either!

Investing 98

Investing Investments Risk Tolerance Accounting 98

Nerd's Eye View

NOVEMBER 30, 2022

Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.

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Tax Planning Compliance Taxes Financial Advisor 223

Random Roger's Retirement Planning

MARCH 21, 2024

for 2023 which might be a big tax bite depending on the end user but add that back in and MAXI is arguably a Bitcoin proxy with yield. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. BITO is the ProShares Bitcoin Strategy ETF. MAXI pays $0.15

Investing 88

Investing Investments Portfolio Advertising 88

Validea

JUNE 1, 2023

Utilizing software developed by Wealthfront, the firm where he is Chief Investment Officer, Malkiel reaps losses from portfolios throughout the year in order to sow capital gains for other investments, keeping portfolios balanced with a mix of assets and risks.

Taxes 52

Taxes Investing Investments Distribution 52

Validea

APRIL 22, 2024

David Dreman is known as the “consummate contrarian” in the world of investing. As the chairman and chief investment officer of Dreman Value Management, he has made a highly successful career out of buying beaten-down, unloved stocks that the market has overreacted to and that are trading at bargain prices. P/CF of 4.6,

Investing 52

Investing Investments Taxes Transportation 52

Nationwide Financial

APRIL 20, 2023

Tax season is here! For many of us, that means a tax refund. But what about investing that money to potentially set yourself up for more success in the future? That can be a great option for your clients who are deciding what to do with their tax return. Immediate gratification can be hard to resist.

Taxes 59

Taxes Clients Investing Investments 59

Wealth Management

NOVEMBER 6, 2023

Next gen clients have shown themselves to be less focused on tax implications and traditional investment returns, and more keen on making an impact both via their gifting and investing.

Investing 108

Investing Investments Taxes Clients 108

Dear Mr. Market

MARCH 17, 2024

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. For example, a #1 seeded investment could lose right out of the gate just as a #12 could potentially win it all.

Investing 105

Investing Investments Portfolio Assets 105

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.

Taxes 52

Taxes Investing Investments Tax Planning 52

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.

Taxes 52

Taxes Investing Investments Tax Planning 52

Validea

NOVEMBER 28, 2023

As we approach the end of 2023, there are many considerations for investors both on the investing and the financial planning side. We discuss tax loss harvesting, how we look at the process of evaluating investment strategy changes, RMD considerations and a lot more.

Taxes 52

Taxes Portfolio Planning Investing 52

MainStreet Financial Planning

MARCH 14, 2024

As April 15th approaches, taxpayers across the country are gearing up to fulfill their annual obligation – filing taxes. Whether you’ve already submitted your returns or are yet to tackle the paperwork, now is the perfect time for a tax check-up. Other Resources Should I do my own taxes?

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Taxes Retirement Planning Healthcare Retirement 77

Abnormal Returns

DECEMBER 14, 2022

thisisthetop.substack.com) 2022 is ripe with tax loss harvesting opportunities. (ft.com) Who really benefits from 529 plans? nytimes.com) Planning Doug Boneparth, "Cash flow lives at the heart of financial organization." morningstar.com) 20 thing to do before year-end.

Investing 201

Investing Investments Retirement Planning Banking 201

Wealthfront

JULY 28, 2022

Taxes often signal good news for investors: they’re usually a sign you’re making money. At the same time, taxes can also eat into your returns and reduce the amount of earnings that you get to keep. Fortunately, there’s a lot you can do as an investor to lower your tax bill and invest more tax-efficiently. […].

Taxes 52

Taxes Investing Investments 52

Nerd's Eye View

FEBRUARY 15, 2023

Health Savings Accounts (HSAs) feature useful tax advantages that make them a popular savings vehicle. One possible outcome of ‘superfunding’ an HSA, however, is that the account owner may not actually use up all of their HSA funds over their lifetime, which can have significant tax consequences. Read More.

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Distribution Taxes Medical Accounting 223

Integrity Financial Planning

JUNE 7, 2023

Investing in an Individual Retirement Account (IRA) is an excellent way to save for retirement. However, selecting the right investments for your IRA can be challenging. In this article, we will explore some strategies to help you choose the best investments for your IRA.

Risk Tolerance 85

Risk Tolerance Investing Investments Retirement 85

Nerd's Eye View

MAY 31, 2023

The 2017 Tax Cuts & Jobs Act introduced a $10,000 limit on the State And Local Tax (SALT) deduction that was previously available for taxpayers who itemized their deductions. Another set of considerations involves owners of businesses that operate in multiple states, which can compound the complexity of electing a PTET.

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Taxes Planning Tax Planning Numbers 219

Good Financial Cents

DECEMBER 22, 2022

You’ll be rewarded if you can invest it for the long haul. As this compound interest calculator demonstrates, investing $30,000 at a return of 8% for 20 years will leave you with $138,828. But where should you invest your $30,000? Table of Contents 16 Best Ways to Invest $30,000 in 2023. Invest in ETFs.

Investing 108

Investing Investments Risk Tolerance Accounting 108

Don Connelly & Associates

APRIL 15, 2024

They enjoy reduced current taxes, deferred taxes on account earnings, and, for most, a matching contribution from their employer. While deferred taxation in a 401k is great for capital accumulation, they will owe ordinary income taxes on their withdrawals, impacting their cash flow in a critical life stage.

Education 52

Education Clients Investing Investments 52

Trade Brains

DECEMBER 18, 2023

Top 5 Tax Havens In The World : Where most of us are already annoyed by the mere thought of paying income taxes, have you ever wondered how super-rich people avoid taxes legally? They park their money in tax-haven countries where it’s easy to evade taxes. What’s a Tax Haven? Top 5 Tax Havens In The World I.

Taxes 105

Taxes Government Sales Insurance 105

Truemind Capital

APRIL 4, 2024

One of the questions that bothers a lot of people is whether they should invest their savings or use them to pay off their outstanding loans. However, one needs to be quite certain about the investment outcome. In case the debt is more than the investments, a term insurance plan over the tenure of the debt is absolutely necessary.

Investing 52

Investing Investments Insurance Coverage Insurance 52

Abnormal Returns

APRIL 17, 2024

wsj.com) Nine steps to tackle your retirement investing including 'Stay flexible on the withdrawal rate front.' humbledollar.com) Investing Tony Isola, "Everything we learned in probability and statistics class flies out the window when your house is on fire." wsj.com) Taxes How to bunch your charitable contributions to best effect.

Retirement 254

Retirement Taxes Insurance Investing 254

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?

Investing 59

Investing Investments Financial Advisor Taxes 59

Random Roger's Retirement Planning

APRIL 21, 2024

I've mentioned a couple of times that investment products that annuitize income streams are very likely to improve to the point of making more sense than annuities as insurance products. There's probably more to learn about Social Security and how to be smart, tax-wise, withdrawing from retirement accounts. and $105.00.

Investing 46

Investing Investments Retirement Insurance 46

WiserAdvisor

JANUARY 3, 2024

But the one thing that remains constant in this advice is that investing is essential to secure a comfortable retirement. Yet, the path to building a robust investment portfolio for retirement can be an intimidating task. The role of tax-advantaged accounts is undeniable in ensuring your future financial stability.

Retirement 52

Retirement Portfolio Investing Investments 52

Trade Brains

JANUARY 18, 2023

Best Tips for Long-Term Investing : The stock market is filled with uncertainty, however, certain tried and tested principles can help investors to boost their chances for long-term success. Long-term investing is a strategy where investors hold on to their investments for a long period of time, usually five years or more.

Investing 98

Investing Investments Taxes Retail 98

International College of Financial Planning

JULY 31, 2023

Investing is essential to achieving our financial goals, whether saving for retirement, funding our children’s education, or building wealth for the future. However, eliminating the complex world of investments can be challenging, and many individuals fall prey to common investment mistakes that can hinder their financial success.

Investment Advisor 52

Investment Advisor Investing Investments Risk Tolerance 52

Nerd's Eye View

JULY 13, 2022

During market downturns, tax-loss harvesting is often considered a ‘silver lining’ to an otherwise undesirable situation. If the investor is taxed on future gains at a lower rate than losses harvested today, the resulting ‘tax bracket arbitrage’ can create a net tax benefit.

Taxes 183

Taxes Marketing Marketing Clients 183