Planning Retirement Taxes 
The Big Picture
MARCH 31, 2025
But the way this sell-off feels, and especially how sentiment measures from consumers and CFOs are running on future spending plans and CapEx plans, implies the market is fearing something wicked this way comes. tariff implementation seems to be moving towards the equivalent of a national VAT tax. In a word, the U.S.
Nerd's Eye View
JANUARY 8, 2025
Solo 401(k) plans are a popular retirement savings vehicle for self-employed business owners. By maximizing both the employee employer contributions, solo 401(k) plan owners can often save significantly more than is possible with other types of retirement plans available to self-employed workers, like SEPs and standard IRAs.
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Nerd's Eye View
NOVEMBER 25, 2024
Over the past decade, a growing number of advisors have expanded into offering comprehensive financial planning services, reflecting a shift that not only helps them stand out from (increasingly commoditized) portfolio management offerings but also supports clients' broader financial goals.
Nerd's Eye View
JANUARY 15, 2025
For most people, Social Security benefits are calculated using a single formula, which takes into account the individual's history of earning income on which they paid Social Security tax. This lack of clarity made retirement planning significantly more challenging. Read More.
Nerd's Eye View
JUNE 18, 2025
In recent years, financial advisors have increasingly embraced tax planning as a core element of delivering value to clients. Despite this growing interest in tax conversations, most advisors are still quick to distinguish their services as "tax planning", not "tax advice" – a distinction largely driven by liability concerns.
Nerd's Eye View
JANUARY 21, 2025
What's unique about Daniel, though, is how his firm has expanded its tax focus to include "in-house" tax return preparation for its clients as a one-stop shop, but actually outsources the tax preparation work itself to trusted CPAs that he pays out of his own revenue (rather than bringing this service fully in-house) so that he can focus his staff (..)
Wealth Management
OCTOBER 4, 2023
Advisors are overdelivering services such as health care, estate and business planning, while falling short in the areas their clients most desire.
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