Carson Wealth

DECEMBER 8, 2023

One consideration this year is that we’re two years from the expiration of the Tax Cuts and Jobs Act of 2017 (TJCA). Many states also exempt retirement income, which may include Social Security. million range for not utilizing the current exemption amount before it reverts to the 2017 inflation adjusted amount.

Planning 143

Planning Retirement Planning Taxes Retirement 143

The Big Picture

OCTOBER 28, 2023

Boston Review ) • What Mitt Romney Saw in the Senate : In an exclusive excerpt from my forthcoming biography of the senator, Romney: A Reckoning, he reveals what drove him to retire. ( The Atlantic ) • Light and gravitational waves don’t arrive simultaneously : In 2017, a kilonova sent light and gravitational waves across the Universe.

Wealth Management 278

Wealth Management Banking Financial Services Management 278

Integrity Financial Planning

SEPTEMBER 11, 2023

After you’ve spent your whole life working, you may find that in retirement, you want to give some money to charity. But if you are living off of income streams from sources like your retirement accounts and Social Security, you may be worried about finding a way to make charity work for your financial picture.

Retirement 98

Retirement Taxes Distribution Tax Planning 98

The Big Picture

APRIL 24, 2023

Cyclical Markets, 2022 (May 16, 2022) Bull Market Bull (March 31, 2021) Redefining Bull and Bear Markets (August 14, 2017) Are We in A Secular Bull Market? Nobody should be swinging around billions of dollars based on gut instinct, and certainly not retirement accounts or other very important capital.

Economics 299

Economics Marketing Marketing Portfolio 299

Nerd's Eye View

JULY 10, 2024

The Tax Cuts and Jobs Act (TCJA), passed in 2017, was one of the most extensive pieces of tax legislation to be passed in the last 30 years, touching many aspects of individual, corporate, and estate tax.

Taxes 246

Taxes Clients Planning Numbers 246

Random Roger's Retirement Planning

AUGUST 2, 2023

More Generation X retirement doom today from both Bloomberg and Yahoo. million for retirement which is up from $1.7 To the idea of a goal for retirement savings, I've never had one. If you are at least 50, I think it is reasonable to have some understanding of what your expenses are likely to be once you hit retirement age?

Retirement 75

Retirement Numbers Budgeting Taxes 75

Random Roger's Retirement Planning

NOVEMBER 20, 2024

The 4% rule is generally the accepted standard for a safe withdrawal rate in retirement to ensure the assets last for 30 years. Bengen retired as a financial advisor in 2013 but he also considers himself a researcher. He basically ran the numbers for someone retiring in 1926 and then each each up into the 1970's.

Retirement 52

Retirement Retirement Planning Clients Engineering 52

Brown Advisory

DECEMBER 4, 2017

2017 Year-End Planning Letter. Mon, 12/04/2017 - 13:10. We are closing 2017 with nearly the same stance as last year. Spotlights for Prudent Planning in 2017. There have been very few changes to tax law in 2017, given that Congress has been focused on the longer-term tax reform effort. Since last year’s U.S.

Planning 52

Planning Taxes Clients Tax Planning 52

Nationwide Financial

AUGUST 29, 2022

The Tax Cuts and Jobs Act, which passed at the end of 2017 and established current income tax rates, is scheduled to “sunset” at the end of 2025. This means if Congress does nothing, we will revert to 2017 tax rules for the 2026 tax year. If the standard deduction is reduced, more retirement income would be subject to taxes.

Taxes 98

Taxes Retirement Accounting Budgeting 98

Darrow Wealth Management

JULY 1, 2024

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. At that point, many provisions will revert to 2017 levels, adjusted for inflation. For example, in 2017, the marginal tax brackets were 10%, 15%, 25%, 28%, 33%, 25%, and 39.6%.

Taxes 101

Taxes Tax Planning Planning Estate Planning 101

The Big Picture

SEPTEMBER 18, 2023

Previously, she was Chief Investment Officer of Hawaii’s Employees’ Retirement System (“HIERS”). She was named to Chief Investment Officer Magazines’ 40-Under-40, as well as winning the 2017 Industry Innovation Award, and a Power 100 member in 2019. The Massachusetts senator explains why we need an FCC for Big Tech. (

Startup 130

Startup Government Retirement Investments 130

Nationwide Financial

NOVEMBER 23, 2022

According to the most recent 2017 Census of Agriculture, the average age of a U.S. Those numbers make it clear that farmers are generally not retiring at age 65. Yet even though many farmers lack a “plan” for retirement in the traditional sense, farmers still need the help of financial professionals. farmer is approximately 57.5

Retirement 52

Retirement Planning Healthcare Medical 52

The Big Picture

JANUARY 15, 2025

He’s founder and CIO of Capital Allocators, and since 2017, has hosted a podcast by that same name. Ted Seides : Usually the first step comes from the fund to funds world; and you could look at as a great example Vanguard now as part of their retirement package did a deal with Harbor Vest.

Portfolio 147

Portfolio Assets Investing Investments 147

Integrity Financial Planning

JULY 20, 2023

2] “Coco” (2017) – This Pixar animated film is a celebration of Mexican culture and the importance of family. 5] “Going in Style” (2017) – This comedy stars Michael Caine, Morgan Freeman, and Alan Arkin as retirees who decide to rob a bank after their pensions are cut.

Financial Advisor 95

Financial Advisor Financial Planning Planning Retirement 95

MarketWatch

FEBRUARY 13, 2023

toward a seventh-straight decline in premarket trading Monday, after the mortgage, real estate and financial services company said Chief Executive Jay Farner will retire after a 27-year career at the company. The company said when the retirement becomes effective, on June 1, Bill Emerson will assume the CEO role on an interim basis.

Retirement 40

Retirement Financial Services Marketing Marketing 40

Mr. Money Mustache

OCTOBER 23, 2020

I was “The Man Who Retired at 30”, and it was so unusual that it would show up in news headlines all over the place. My story was a nine-year working career, and retirement at 30. It went roughly like this: 2017: bought a house in a less-than-pristine but very central Denver neighborhood for $385,000 (with only $17k down).

Retirement 52

Retirement Taxes Investing Investments 52

Random Roger's Retirement Planning

AUGUST 7, 2022

In 2017, as assembled, The Cockroach Portfolio went up 62% versus 21% for 100% SPY and 13% for VBAIX. Note 2017 was even better for Cockroach so the returns are lumpy. That 62% gain, primarily from 4% to GBTC does a lot of heavy lifting for the entire period studied. Interesting that the standard deviation isn't higher.

Portfolio 91

Portfolio Management Clients Marketing 91

The Irrelevant Investor

FEBRUARY 28, 2018

On today’s show we talk about: Berkshire's 2017 shareholder letter Will Berkshire Hathaway eventually get broken up by activists? A diversified portfolio may not help investors much this year When stocks and bonds fall This is what life without retirement savings looks like. Overcoming a late start to saving for retirement.

Retirement 52

Retirement Portfolio Investments Investing 52

Advisor Perspectives

OCTOBER 1, 2023

When those changes involve tax law, it is extremely important for clients to meet with their financial professional, tax advisor, and legal advisor to discuss any adjustments that may need to be made to their financial, retirement, or estate plan.

Taxes 52

Taxes Estate Planning Distribution Sales 52

Advisor Perspectives

SEPTEMBER 27, 2023

When those changes involve tax law, it is extremely important for clients to meet with their financial professional, tax advisor, and legal advisor to discuss any adjustments that may need to be made to their financial, retirement, or estate plan.

Taxes 52

Taxes Estate Planning Distribution Sales 52

The Irrelevant Investor

DECEMBER 3, 2017

By Steven Place In many ways, Bitcoin represents the perfect mania By Josh Brown There are no loans for retirement. With Ted Seides, Paul Johnson, and Paul Sonkin Even if it crashed 85% from today's value, it would still be up 50% for 2017. By Dina Isola Having confidence means staying with an idea when it’s not going well.

Retirement 52

Retirement Marketing Marketing 52

MainStreet Financial Planning

SEPTEMBER 29, 2022

I decided to look up an article from 2017 written by our founder, Jim Ludwick, for his sage advice. Recently, I’ve been helping two relatives since I’m the family member closest to them with both financial skills and healthcare experience (retired hospital administrator married to a retired nurse).

Communication 52

Communication Financial Planning Retirement Healthcare 52

Darrow Wealth Management

JULY 1, 2024

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. At that point, many provisions will revert to 2017 levels, adjusted for inflation. For example, in 2017, the marginal tax brackets were 10%, 15%, 25%, 28%, 33%, 25%, and 39.6%.

Taxes 52

Taxes Tax Planning Planning Estate Planning 52

Random Roger's Retirement Planning

FEBRUARY 13, 2024

You can see in 2017, the blue line for Cockroach with Bitcoin went parabolic. 2020 was also a very good year for Portfolio 1 thanks to Bitcoin but it wasn't as big as 2017. It is important to understand how that happened though. You can see, other than those two years, Portfolio 1 was very unremarkable.

Portfolio 75

Portfolio Management Taxes Investing 75

The Irrelevant Investor

MAY 29, 2018

He is 67 years old and is retiring from GE within the next year or so. General Electric is struggling today just like it was when this question was asked in September 2017. million balance in September 2017 is now worth just over $1 million, and what once yielded $72,000 now yields less than $35,000. Stocks are not bonds.

Retirement 52

Retirement Planning Financial Planning Portfolio 52

The Irrelevant Investor

JUNE 15, 2019

There has been a pretty steep drop-off in participation for people under 25 years old, from 57% in 2014 to 38% in 2017. Outside of a retirement account, I see nothing wrong with holding six months of living expenses or something like this. Finally, the chart below breaks down account balance by income and age.

Asset Allocation 52

Asset Allocation Retirement Accounting Distribution 52

Yardley Wealth Management

OCTOBER 13, 2021

For example, as reported by Dimensional Fund Advisors, $1 invested in the S&P 500 Index from 1926–2017 would have grown to $533 worth of purchasing power by the end of 2017, after adjusting for Inflation. What If You’re Retired? Unfortunately, we believe such substitutes detract from effective retirement planning.

Retirement Planning 52

Retirement Planning Retirement Wealth Accumulation Wealth Management 52

Random Roger's Retirement Planning

APRIL 18, 2024

I bought 100 shares on its first or second day of trading last fall for $2017 and I sold it today for $2114 which includes reinvesting the dividends. First, an update on my test drive of the Defiance NASDAQ 100 Enhanced Option Income ETF (QQQY).

Clients 98

Clients Investments Investing Taxes 98

Park Place Financial

JANUARY 9, 2023

Retirement Savings Accounts . In 2023, Internal Revenue Service (IRS) will increase the contribution limit for multiple types of retirement accounts, including: . Given these changes, you may wish to boost your contributions to retirement savings accounts to have higher returns later. It can also be helpful to consider your age.

Financial Planning 52

Financial Planning Taxes Planning Certified Financial Planner 52

Good Financial Cents

DECEMBER 22, 2022

Index funds have become popular among the FIRE (financial independence, retire early) crowd, and for a good reason. 2017: 19.42%. This strategy works best when you already have a solid plan for your retirement and your other financial ducks are in a row. Retirement Topics – IRA Contribution Limits. Index Funds.

Investing 108

Investing Investments Risk Tolerance Accounting 108

Harness Wealth

JANUARY 10, 2025

Retirement contributions : Children earning wages may contribute to IRAs or Roth IRAs, further reducing taxable income while building long-term savings. Employees working remotely due to company policies are not eligible, as the 2017 Tax Cuts and Jobs Act removed home office deductions for W-2 employees.

Taxes 52

Taxes Assets Media Education 52

Random Roger's Retirement Planning

JUNE 5, 2024

It only goes back to 2018 because in 2017, Bitcoin went up an amount that may not be repeatable. Since CAOS hasn't had a real test of going up in a serious decline, if we replace it with more T-bills to get a longer backtest, the results are similar. Portfolios 1 and 3 both concentrate the risk into narrow slices of the portfolio.

Portfolio 91

Portfolio Retail Investing Investments 91

MarketWatch

MARCH 2, 2023

The SEC found that Furman owned a private aircraft that he leased to a management company, and Greenbrier paid that management company $3 million from 2017 to 2021 to charter Furman’s plane, but Greenbrier didn’t disclose that Furman received $1.6 million of that payment. Greenbrier’s stock has dropped 28.9%

Transportation 40

Transportation Commission Retirement Management 40

Harness Wealth

MARCH 11, 2024

Retirement contributions Individuals can take advantage of various tax-related retirement planning strategies to reduce their taxable income today and post-retirement. By working with a tax professional, you can apply tax strategies to reduce your taxable income or defer paying taxes.

Startup 59

Startup Taxes Medical Retirement 59

Darrow Wealth Management

JANUARY 9, 2023

Here are the top five Roth-related retirement changes following the passing of Secure Act 2.0. Starting with the 2017 Tax Cuts and Jobs Act, then the 2019 Secure Act 1.0, illustrates the importance of revisiting your retirement and tax planning strategy annually. ¹ 5 new changes to Roth accounts in Secure Act 2.0.

Accounting 59

Accounting Taxes Tax Planning Distribution 59

Random Roger's Retirement Planning

AUGUST 5, 2022

A lot of the return for Portfolio 1 though came in 2017 when it was up 46% versus 21% for the S&P 500. The Sortino Ratio is impressive and the correlation dropped to 80%. It has the best CAGR of the three with a lower standard deviation than SPY but not VBAIX.

Portfolio 70

Portfolio Numbers Marketing Marketing 70

Yardley Wealth Management

MAY 18, 2022

Bond investing and interest rates (again) : You may recall, interest rates did tick upward in 2017–2018, creating concerns similar to those we’re hearing today. in 2017, outperforming the Vanguard Intermediate-Term Treasury Index ETF (VGIT), which returned 1.7% and the Vanguard Short-Term Treasury Index ETF (VGSH), which returned 0.0%.

Investing 52

Investing Investments Economics Portfolio 52