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Filing Taxes with Multiple Income Streams: RSUs, K-1s, Freelance, and More [Updated for 2025]

Harness Wealth

Self-employment tax calculations and considerations When examining the math behind self-employment taxes , the total 15.3% Self-employed individuals enjoy unique advantages when it comes to health insurance and retirement planning. rate is comprised of two components: 12.4% for Medicare, which has no earnings cap.

Taxes 52
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What Triggers an IRS Audit?

Harness Wealth

Math errors and typos Minor mathematical errors and typos can disrupt the IRS’s automated processing systems and can result in discrepancies that can flag your return for manual review. Taking early withdrawals from retirement accounts Withdrawals before age 59 are scrutinized due to the potential complexity of penalty exceptions.

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Transcript: Steve Laipply, Global Co-Head of Bond ETFs at BlackRock

The Big Picture

It’s sort of like math with dollar signs attached to it. 00:20:25 [Speaker Changed] So I just wanna define some terms you reference. But, 00:51:57 [Speaker Changed] And and what about, you know, we always have clients who are looking into their retirement, you know, I just want X dollars and not worry about taxes.

Portfolio 130
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Transcript: Bill Bernstein on Navigating Uncertainty

The Big Picture

Barry Ritholtz : And footnote Roger Lowenstein, when genius failed, is so instructive, not just because of the things you are referring to, failing to learn from history, the danger of leverage and, you know, tiny inefficiencies. Yeah, you have to, you know, the conceit of finance is that basically the math is all there is to it.

Math 130
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Transcript: Karin Risi, Vanguard’s Chief of Strategy & Product

The Big Picture

It was not, not an unknown, like many of my, you know, retired predecessors are, you know, when they joined Vanguard in the eighties, it was really off the radar. And then that is essentially what, what I’m referring to as self-directed. Vanguard had to be a really interesting place. What was it like during that period?

Clients 130
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15 Event Ideas Straight from Our Advisor Workshop

FMG

Advisors offer insights on retirement, long-term care, or market trends over lunch at a local café or conference room. One advisor noted that these events draw not only current clients but also curious prospects who are actively exploring retirement planning options. How do I promote an advisor event effectively?

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At the Money: How to Change Careers 

The Big Picture

And so I realized I was going to have to invest and save for my own retirement. I don’t understand this imposter syndrome you’re referring to, but let’s talk about other mistakes, you know? I couldnt figure out where it came from; so I worked out the canonical math. Um, how did you recover from them?