2023 Financial Advice Taxes 
Abnormal Returns
DECEMBER 25, 2023
(wealthmanagement.com) Advisers Six lessons learned from 20 years in the business of financial advice. morningstar.com) Wealthy couples have some tax levers to pull in retirement. advisorperspectives.com) Do financial advisers recommend annuities to their clients? riabiz.com) When should you hire? kitces.com)
Abnormal Returns
FEBRUARY 19, 2024
downtownjoshbrown.com) How indexing has made for a better financial advice industry. thinkadvisor.com) How tax treatment differs across states for 529-to-Roth IRA rollovers. billion in donor-recommended grants in 2023. standarddeviationspod.com) Trends The wealth management industry is going to be slammed with demand.
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The Big Picture
MAY 9, 2024
At least one person1 has noticed the risks to young consumers of social media: Since August 2020, @TikTokInvestors has been curating the most outrageous money-losing and dangerous videos culled from the “financial experts” at TikTok. The advice ranges from wrong to risky to criminal: -401ks? Not if you spend tax season on a boat!
Nerd's Eye View
JULY 17, 2023
has increasingly made financial services products available directly to consumers, financial advisors have focused more and more on the business of financial advice itself. I hope you'll continue the journey along with us in 2023 and beyond! But as technology (in particular, the internet!)
Darrow Wealth Management
NOVEMBER 17, 2022
In November 2022, proponents of the Massachusetts ‘millionaires’ tax (question 1) won their bid to nearly double the income tax rate on individuals with taxable income over $1M a year. Starting in 2023, a 4% surtax will be applied to taxable income and capital gains over $1M. They paid $300,000 for the house.
Abnormal Returns
JANUARY 16, 2023
thinkadvisor.com) Taxes Some steps you can take to upgrade your tax-planning game. blogs.cfainstitute.org) How Merit Financial Advisors is building out its tax practice. thinkadvisor.com) The biz The M&A has shifted in 2023 with a focus on firms with alts capacity. financial-planning.com).
Nerd's Eye View
JULY 25, 2022
All in pursuit of our mission – Making Financial Advicers Better, and More Successful – through our ongoing focus on Navigational resources, Educational insights, Research on advicers, and Development of advicer skills. A gap our Kitces Courses aim to fill!
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