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.
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.
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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). However, retirement income is generally included for income related monthly adjustment amount (IRMAA) computations to determine if supplemental payments are due for Medicare Part B and Medicare Part D premiums.
The Big Picture
NOVEMBER 27, 2023
When you get it wrong, it crushes your retirement plans. The less it matters, the easier it is to be bold and outside of the mainstream.4 4 Newsletter writers are notorious for making big calls. But when they get market timing wrong, they lose subscribers.
The Big Picture
FEBRUARY 27, 2023
equity valuations: “Baby-boomers’ huge flow of 401K plan contributions helped to drive equities higher; now that ~70 million Boomers are retiring, when do demographics flip this from a huge positive to a net drag?” Let’s consider another question, this one on U.S. appeared first on The Big Picture.
Random Roger's Retirement Planning
NOVEMBER 20, 2024
Where Sam writes about FIRE, he asked Bengen what a safe withdrawal rate would be for someone who retired, planning to need the money to last for 50 years instead of the typical 30 used for planning purposes. I took the above picture in 2017. The answer is no but I feel like there's a lesson in here somewhere.
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%.
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