2017 Financial Planner Retirement Planning 
Nerd's Eye View
OCTOBER 1, 2022
A new bill would make many parts of the Tax Cuts and Jobs Act of 2017 permanent, including its changes to tax brackets, the higher standard deduction, and the cap on state and local tax deductions. What advisory firms can do to make the most out of client testimonials and avoid negative reviews on third-party websites.
The Chicago Financial Planner
OCTOBER 21, 2021
The rising cost of healthcare in retirement . According to Fidelity an average couple both aged 65 will spend $300,000 on medical costs in retirement. This is up from $285,000 in 2019, from $275,000 in 2017 and from $220,000 in 2014. Your HSA can be another leg on the retirement planning stool. Click To Tweet.
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Harness Wealth
APRIL 16, 2025
Moving funds from traditional IRAs to Roth accounts triggers immediate taxation but promises tax-free withdrawals in retirement. The stakes became higher after the Tax Cuts and Jobs Act of 2017 eliminated recharacterizationthe ability to reverse conversions that did not work as planned.
Yardley Wealth Management
MARCH 1, 2022
Score extra tax deductions; use the savings to pay down college debt, contribute to an IRA, and/or establish a 529 plan account for your child. Work with a financial planner or tax professional to determine how and when to exercise your options for maximum tax-efficiency. Time to tap their tax-sheltered 529 plan.
Yardley Wealth Management
MARCH 1, 2022
Score extra tax deductions; use the savings to pay down college debt, contribute to an IRA, and/or establish a 529 plan account for your child. Work with a financial planner or tax professional to determine how and when to exercise your options for maximum tax-efficiency. . Time to tap their tax-sheltered 529 plan.
Park Place Financial
JANUARY 9, 2023
The standard deduction was significantly increased under the Tax Cut and Jobs Act of 2017 and was also indexed for inflation, setting a precedent for future years. Park Place Financial adheres to its fiduciary duty to put clients’ needs above our interests. . |. How to Choose a Personal Financial Advisor. Tax Deductions .
Sara Grillo
AUGUST 14, 2023
From this vantagepoint, she gained unique insight into how financial advice and products are delivered to investors. In 2008, Kelly began working directly with clients as a financial planner. She has helped hundreds of clients achieve their financial and life goals. 2017, January 18 th ). Lee holds a Ph.D.
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