Nerd's Eye View

SEPTEMBER 6, 2022

Andy is the owner of Tenon Financial, a virtual independent RIA that oversees $70 million in assets under management for 43 retired client households. Welcome back to the 297th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Andy Panko. Read More.

Tax Planning 246

Tax Planning Financial Advisor Retirement Clients 246

Abnormal Returns

AUGUST 5, 2024

Podcasts Michael Kitces talks divorce planning with Michelle Klisanich who is a Wealth Advisor for Financially Wise Divorce. kitces.com) Matt Zeigler talks with Wade Pfau about managing sequence of returns risk in retirement. kitces.com) Taxes Following the RMD rules for inherited IRAs may not be optimal. forbes.com)

Retirement Planning 167

Retirement Planning Estate Planning Wealth Advisor Tax Planning 167

Carson Wealth

JULY 3, 2024

Develop a risk management plan to implement strategies that minimize or eliminate risks, and protect your business with appropriate insurance coverage, such as liability, property and business interruption insurance. Get Help with Tax Planning Tax planning is a critical component of financial management.

Financial Planning 142

Financial Planning Planning Retirement Planning Tax Planning 142

Nerd's Eye View

OCTOBER 7, 2024

This month's edition kicks off with the news that digital estate planning platform Wealth.com has raised a whopping $30 million in Series A funding, following on the heels of Vanilla's follow-on $20M capital round just a few months ago – which on the one hand reflects the anticipated enthusiasm for solutions that can help advisors efficiently (..)

Clients 246

Clients B2B Estate Planning Planning 246

NAIFA Advisor Today

MAY 12, 2025

Cash balance plans have quickly become one of the most popular options in the defined benefit spacenow representing over 50% of all such plans. Their appeal lies in their flexibility, tax advantages, and ability to help small business owners save more for retirement while reducing taxable income.

Planning 52

Planning Retirement Planning Retirement Tax Planning 52

Integrity Financial Planning

AUGUST 21, 2023

Retirement is different for folks who are running a small business. Your retirement is something that isn’t set up by an employer, and you often must manage it on your own. If you are running your own business and are interested in setting yourself up for retirement, contacting a financial advisor can be a great idea.

Retirement 95

Retirement Retirement Planning Accounting Taxes 95

Darrow Wealth Management

APRIL 21, 2025

While a Roth conversion may never make sense for some individuals, for others, early retirement years may be the best time to convert pre-tax accounts to tax-free Roth. Your current and projected future tax rate is often a main component of the decision, but there are other considerations and benefits as well.

Retirement 56

Retirement Retirement Planning Taxes Accounting 56

Nerd's Eye View

NOVEMBER 1, 2023

There are many tax planning strategies that allow financial advisors to demonstrate the ongoing value they provide to clients in exchange for the fees they charge. Part of this value is understanding the detailed nuances that make a strategy effective and implementing it correctly, avoiding issues with the IRS down the line.

Taxes 246

Taxes Accounting Clients Retirement Planning 246

Nerd's Eye View

DECEMBER 25, 2023

And as 2023 draws to a close, we wanted to highlight 25 of the most popular and insightful articles that were featured throughout the year (that you might have missed!).

Financial Advisor 246

Financial Advisor Financial Planner Insurance Clients 246

Yardley Wealth Management

DECEMBER 17, 2024

Retirement Planning: Looking Beyond the Basics For 2025, it’s essential to think beyond the standard “maximize your 401(k)” advice. While that remains important, consider diversifying your retirement strategy. This can significantly impact your retirement savings trajectory.

Financial Planning 52

Financial Planning Debt Management Retirement Planning Retirement 52

Talon Wealth

NOVEMBER 12, 2024

Here’s how it breaks down for 2023-2024: If a couple’s total retirement income is between $32,000 and $44,000, up to 50% of Social Security benefits could be taxable. If their income is over $44,000, up to 85% could be taxed! Planning ahead helps make the transition to retirement smoother and keeps finances on track!

Taxes 52

Taxes Planning Retirement Planning Tax Planning 52

Integrity Financial Planning

JULY 17, 2023

How you handle taxes and when you are taxed are two of the most important factors when it comes to retirement planning. Your contributions have already been taxed, meaning that your income tax owed for the year in which you contribute to a Roth IRA will not exclude the amount contributed. [1]

Retirement 97

Retirement Taxes Retirement Planning Accounting 97

Carson Wealth

JUNE 28, 2023

Your retirement income plan may be sending up bubbles, too, whether around Social Security, retirement account distributions, taxes or somewhere else – and these holes need to be patched up right away. So, to help your retirement plan be more airtight, let’s look at a few of the common leaks.

Retirement Planning 52

Retirement Planning Retirement Planning Distribution 52

Integrity Financial Planning

MARCH 15, 2023

From retirement income to tax strategies on an investment property, Brian shares what options you might have. Here’s what you’ll learn on today’s show: Why shouldn’t you plan retirement by yourself? (0:12) 4:06) Tax planning plays a key role in financial planning. (7:42)

Retirement Planning 52

Retirement Planning Retirement Planning Financial Planning 52

Integrity Financial Planning

AUGUST 3, 2022

Why does tax planning matter for your retirement plan? Brian talks through the difference it can make and why you should pay attention to it now as a part of your financial plan. When it comes to taxes, should you use the same person that files taxes to do tax planning and retirement planning for you?

Tax Planning 52

Tax Planning Taxes Planning Retirement Planning 52

Darrow Wealth Management

DECEMBER 23, 2022

Congress is once again poised to make sweeping changes to the retirement and tax rules in the last two weeks of the year. retirement changes. retirement changes. In the new bill, the age when retirees must begin drawing from non-Roth tax-deferred retirement accounts would increase to 73 in 2023 and 75 in 2033.

Retirement 105

Retirement Retirement Planning Distribution Taxes 105

Financial Symmetry

APRIL 9, 2025

Tax planning might not top everyone’s list of leisure activities, but in the middle of tax season, theres a hidden opportunity. In this episode, we talk about five strategies you can use during tax season to create opportunities to help you reach your financial goals.

Taxes 62

Taxes Tax Planning Retirement Planning 62

Darrow Wealth Management

NOVEMBER 20, 2023

If you think retirement planning moves stop at retirement, think again. Although it won’t make sense in every situation, retirement can be a unique opportunity for Roth conversions for some investors. For high earners, converting an IRA to a Roth IRA while you’re still working could be the worst time of all.

Retirement 105

Retirement Distribution Taxes Accounting 105

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.

Budgeting 102

Budgeting Retirement Healthcare Food 102

Nationwide Financial

JANUARY 25, 2023

Last year’s considerable losses and market fluctuations underscore the need for clients to assess their retirement plans to ensure it aligns with their objectives, financial situations, timelines, and attitudes toward market volatility. You can help them start the year right by conducting a retirement checkup.

Risk Tolerance 102

Risk Tolerance Retirement Planning Asset Allocation Retirement 102

Advisor Perspectives

NOVEMBER 12, 2024

Retirement plan savers looking to mitigate the risk of higher taxes in the future may benefit from making after-tax contributions to employer plans, which may be transferred to Roth accounts. Our Bill Cass details a “mega backdoor” Roth strategy.

Taxes 52

Taxes Tax Planning Retirement Planning 52

Harness Wealth

APRIL 16, 2025

Let us face ittech startups encounter a unique set of tax challenges that can make or break their financial future. The complex interplay between traditional tax regulations and the innovative nature of tech businesses demands smart planning from day one.

Startup 52

Startup Taxes Tax Planning Transportation 52

Integrity Financial Planning

JUNE 12, 2023

As you plan for retirement, it’s important to consider tax optimization strategies to minimize your tax liabilities. Here are three key ways to optimize taxes in retirement, based on information from sources published between 2022 and 2023.

Retirement 92

Retirement Taxes Financial Planning Retirement Planning 92

Integrity Financial Planning

NOVEMBER 1, 2022

During your saving years, your main goal is to accumulate wealth so that you have the resources to achieve a comfortable retirement. How you use your savings to cover your living costs is the real key to living the retirement you dream of. appeared first on Integrity Financial Planning, Inc. But that is just half the battle.

Retirement Planning 95

Retirement Planning Retirement Financial Planning Planning 95

Harness Wealth

APRIL 16, 2025

Roth IRA conversions present a significant challenge for retirement planners: pay taxes now or later? Moving funds from traditional IRAs to Roth accounts triggers immediate taxation but promises tax-free withdrawals in retirement. One of the Roth IRA’s most compelling features?

Taxes 52

Taxes Retirement Retirement Planning Distribution 52

Harness Wealth

APRIL 17, 2025

The calculation becomes increasingly complex for higher-income taxpayers , as it introduces factors such as W-2 wages paid to employees, the unadjusted basis of qualified property, and retirement plan contributions. Bonus Depreciation continues to evolve, with 2025 offering a 40% deduction rate for eligible new and used property.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

FMG

MAY 19, 2025

Add keywords your audience might use, like Financial Advisor | Retirement Planning or “Wealth Management | Tax Planning.” Examples of Winning Bios Retirement Ready? I help teachers plan their future Book a call Gen Z Money Coach Helping students crush debt & grow wealth.

Financial Advisor 52

Financial Advisor Retirement Planning Retirement Planning 52

Harness Wealth

APRIL 30, 2025

Employee Stock Ownership Plans (ESOPs) An ESOP allows owners to gradually sell their shares to employees through a qualified retirement plan. This can be an effective way to preserve company culture, reward loyal staff, and capitalize on significant tax benefits.

Taxes 52

Taxes Planning Tax Planning Sales 52

Yardley Wealth Management

FEBRUARY 4, 2025

Tax Strategies for High-Income Earners in 2025. In this comprehensive guide, we’ll explore proven strategies to help you minimize tax liability while staying compliant with current regulations. From maximizing deductions to managing capital gains, we’ll cover everything you need to know about smart tax planning.

Taxes 52

Taxes Wealth Management Healthcare Retirement 52

Darrow Wealth Management

NOVEMBER 2, 2023

The IRS has released the 2024 contribution limits for retirement plans and other cost-of-living adjustments.

Retirement Planning 111

Retirement Planning Wealth Management Taxes Retirement 111

Darrow Wealth Management

SEPTEMBER 26, 2024

Investing after maxing out a 401(k) is smart, especially since your retirement accounts may not be enough to fully fund the lifestyle you want. If you have time to dig into the details, here’s a primer on what you can do after maxing out a 401(k) including the tax advantages of each account type.

Accounting 98

Accounting Retirement Distribution Taxes 98

WiserAdvisor

FEBRUARY 19, 2024

Blind spots in retirement planning are those aspects that are often overlooked, either intentionally or subconsciously. From seemingly harmless low-interest debt to underestimating the emotional impact of transitioning out of the workforce, various factors can disrupt your peace of mind during your retirement years.

Retirement 66

Retirement Retirement Planning Healthcare Estate Planning 66

Harness Wealth

JANUARY 29, 2025

In this article, well examine the most effective end-of-year tax strategies to help maximize your deductions and reduce your taxable income. These contributions not only provide immediate tax relief but help secure longer-term financial stability during retirement. Available to taxpayers aged 70.5

Taxes 52

Taxes Medical Distribution Accounting 52

Harness Wealth

JANUARY 9, 2025

Backdoor strategies are retirement contribution methods that allow individuals to bypass income limits and contribute to tax-advantaged retirement accounts. The strategies typically involve making after-tax contributions to a traditional IRA or 401(k), then converting those funds into a Roth IRA or Roth 401(k).

Taxes 52

Taxes Planning Retirement Retirement Planning 52

WiserAdvisor

JULY 27, 2023

This advanced language processing technology has also greatly impacted the financial advisory sector, prompting a critical question: Can ChatGPT replace human financial advisors in retirement planning? Personalized guidance, empathy, and a deep contextual understanding are integral to effective retirement planning.

Retirement Planning 40

Retirement Planning Financial Advisor Retirement Planning 40

Fortune Financial

APRIL 11, 2024

The reality for those with various employers is that untracked retirement savings might lead to missed financial growth opportunities and instability. Diligent oversight and management of these retirement accounts is essential for anyone aiming to build a solid financial foundation for a comfortable and secure retirement.

Retirement 59

Retirement Retirement Planning Financial Advisor Accounting 59

Million Dollar Round Table (MDRT)

JULY 21, 2022

This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning. Help her focus on immediate needs, pay bills, monitor cash flow and review her investment portfolio.

Charitable Planning 96

Charitable Planning Estate Planning Retirement Planning Tax Planning 96