2022 Fee Only Wealth Advisor 
Darrow Wealth Management
JUNE 14, 2023
There are many different types of sudden wealth events, for example: Receiving an inheritance Stock options or equity compensation Sale of a business Winning the lottery Asset division in a divorce Proceeds from a lawsuit Professional athletes (signing bonus, performance, sponsorships, etc.) In addition, the IPO market has been frozen.
WiserAdvisor
SEPTEMBER 13, 2022
As of 2022, for someone below the age of 50, the total contribution for employee and employer contributions has been mapped at $61,000 or up to 100% of your compensation per annum, whichever is higher. The maximum contribution limit for employees as of 2022 is capped at $20,500 per annum. Try to maximize your contributions.
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WiserAdvisor
SEPTEMBER 14, 2022
As of 2022, for someone below the age of 50, the total contribution for employee and employer contributions has been mapped at $61,000 or up to 100% of your compensation per annum, whichever is higher. The maximum contribution limit for employees as of 2022 is capped at $20,500 per annum. Try to maximize your contributions.
Darrow Wealth Management
NOVEMBER 5, 2024
Massachusetts previously had their own rules for qualified small business stock but after January 1, 2022, sales will conform to the federal guidelines. Unfortunately, the Commonwealth also passed a ‘millionaire tax’, which adds a 4% surtax to taxable income over $1M , even for one-time sudden wealth events.
Sara Grillo
AUGUST 14, 2023
If you are a fiduciary financial advisor, be prepared to defend the fiduciary standard and explain why you uphold it, what it means, and how your practice is operationally different as a result. Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo.
Sara Grillo
SEPTEMBER 26, 2022
Salaske: What is an investment advisor? 2022, August 1). Prior to joining Advocacy Wealth Management in 2022, Robert served in a variety of positions at Fidelity Investments and Morgan Stanley as a Financial Consultant. Return of organization exempt from income tax [Form 990]. Public Disclosure Copy. www.cfp.net.
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