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The Chicago Financial Planner
NOVEMBER 27, 2022
One of the best tax deductions for a small business owner is funding a retirement plan. Beyond any tax deduction you are saving for your own retirement. You deserve a comfortable retirement. If you don’t plan for your own retirement who will? These have been increased to $66,000 and $73,500 for 2023.
Wealth Management
MARCH 6, 2024
has left LPL to become the sixth firm acquired by the indie RIA since its April 2023 debut. Beltz Ianni & Assoc., in Rochester, N.Y.,
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Book of Secrets on the Month-End Close
What Your Financial Statements Are Telling You—And How to Listen!
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
Wealth Management
NOVEMBER 2, 2022
Given the difficult market conditions over the past year and increasingly competitive financial planning landscape, 2023 may be the right time to consider building out your firm’s offerings.
Wealth Management
DECEMBER 13, 2023
Open, honest and candid discussion the November jobs report, Pontera, AI, retirement plan growth in Colorado and the future of 401(k) plans.
Wealth Management
DECEMBER 19, 2022
Thursday, January 19, 2023 | 2:00 PM ET
Nerd's Eye View
MAY 1, 2023
Welcome to the May 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
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Nerd's Eye View
JUNE 5, 2023
Welcome to the June 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
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The Better Letter
APRIL 6, 2023
Realistic Retirement Planning My children have consistently (and kindly) remarked about how grateful they are to have been able to graduate (with honors) from fine universities without any debt. Our retirement planning took a hit to do so. Much retirement planning advice focuses on saving more and saving earlier.
Nerd's Eye View
DECEMBER 28, 2022
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72. In addition, SECURE 2.0
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Nerd's Eye View
DECEMBER 28, 2022
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72. In addition, SECURE 2.0
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Nerd's Eye View
APRIL 28, 2023
House of Representatives committee this week approved legislation that would expand the pool of individuals who would qualify as accredited investors able to access certain private offerings Proposed bipartisan legislation would allow individuals to use funds in 529 plans for expenses associated with acquiring or maintaining postsecondary credentials, (..)
Nerd's Eye View
DECEMBER 25, 2023
Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.
Nerd's Eye View
OCTOBER 21, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that Congress appears poised to pass a series of changes affecting retirement planning, dubbed “SECURE ACT 2.0”, Social Security COLA for 2023. ”, by the end of the year.
Nerd's Eye View
AUGUST 9, 2023
Until finally, the IRS issued a notice in October 2022 waiving any potential penalties for Non-Eligible Designated Beneficiaries for 2021 and 2022 for missing RMDs from their inherited retirement accounts, effectively eliminating the RMD requirements for those years… but notably not addressing the requirements for 2023 and onward.
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Abnormal Returns
MARCH 15, 2023
(morningstar.com) Banking Eight questions about the banking panic of 2023 including 'Is my money safe?' wsj.com) Retirement Retirement planning is a moving target. humbledollar.com) Retirement is, in part, about declaring career victory. thisisthetop.substack.com) Consumers are piling into CDs.
Abnormal Returns
NOVEMBER 6, 2023
(citywire.com) Creative Planning is expanding its reach in the retirement plan space. papers.ssrn.com) Taxes A 2023 year-end tax planning guide. citywire.com) Choreo is buying the wealth management business of BDO USA. investmentnews.com) M&A The RIA model continues to take share.
Integrity Financial Planning
NOVEMBER 7, 2023
There are many important birthdays when it comes to retirement planning. So, as you approach your retirement, it’s crucial to have a few of these in mind as key milestones. 1] But you can begin to claim at 62 if that fits into your financial plan. 1] IRA holders can contribute $7,500 a year to their accounts. [1]
Nerd's Eye View
JANUARY 13, 2023
FINRA has released its enforcement priorities for 2023, including a continued focus on compliance with Regulation Best Interest as well as several new priority topics, such as manipulative trading, fixed-income pricing, and trading in fractional shares.
Darrow Wealth Management
SEPTEMBER 19, 2024
Unlike most types of retirement plans, the SEP IRA is funded by the employer. A SEP IRA (Simplified Employee Pension Individual Retirement Account) is a type of retirement plan specifically designed for self-employed individuals and small business owners. What is a SEP IRA?
Nerd's Eye View
NOVEMBER 4, 2022
From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. A survey showing how millionaires allocate their assets and the importance they place on the recommendations of their financial advisors.
Nerd's Eye View
JANUARY 19, 2024
in 2023, the RIA space showed significantly more strength, with 10.4% Nevertheless, there is potential for many individual RIAs to expand their staffing further, with the addition of specialized planning and operations roles being seen as a potential avenue to boost firm growth.
Nerd's Eye View
FEBRUARY 10, 2023
Among others, one notable item that could be reviewed is the current certification requirement that a candidate must have attained at least a bachelor’s degree, which some observers have suggested limits the pool of potential CFP professionals at a time of high demand for advisor talent.
Nerd's Eye View
DECEMBER 23, 2022
”, a series of measures that will have significant impacts on the world of retirement planning. While RIA M&A activity has been red hot during the past couple of years, a survey suggests that advisors are expecting lower valuations in 2023.
Nerd's Eye View
DECEMBER 30, 2022
” has brought a wide range of changes to the world of retirement planning. How to set better health goals for 2023 and actually follow through on them. Why the ability to achieve big goals starts with seemingly small habits. Enjoy the ‘light’ reading! Read More.
Nerd's Eye View
OCTOBER 1, 2022
We also have a number of articles on retirement planning: Medicare Part B premiums are set to decline in 2023, providing seniors with a bit of relief in the current inflationary environment. What advisory firms can do to make the most out of client testimonials and avoid negative reviews on third-party websites.
Nerd's Eye View
APRIL 19, 2024
Also in industry news this week: The Office of Management and Budget (OMB) has completed its review of the Department of Labor's new "fiduciary rule ", indicating that it could be released in the coming days or weeks (though, like its predecessors, its ultimate disposition is likely to be determined in the courts) The IRS announced this week that it (..)
Nerd's Eye View
DECEMBER 16, 2022
We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees.
Wealth Management
DECEMBER 15, 2022
Tuesday, January 24, 2023 | 2:00 PM ET
Nerd's Eye View
JULY 26, 2024
The study also identified attributes of "top performing" firms across a range of metrics, finding that they are more likely than other firms to have a clear ideal client persona, client value proposition, and marketing plan.
The Big Picture
NOVEMBER 27, 2023
When you get it wrong, it crushes your retirement plans. My own track record at making big calls is pretty damned good, but none of our clients wants me slinging around their retirement monies based on my gut instinct. The less it matters, the easier it is to be bold and outside of the mainstream.4
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Wealth Management
JANUARY 20, 2023
Tuesday, January 24, 2023 | 2:00 PM ET
Nerd's Eye View
AUGUST 2, 2023
For instance, the Federal Adoption Credit provides a nonrefundable credit of up to $15,950 per child for adoptions in 2023 (claimed on 2024 tax returns), with no limit on the number of adopted children to whom this credit can apply.
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Nerd's Eye View
MAY 17, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study indicates that while overall social media engagement for financial services companies was down in 2023 compared to the previous year, firms boosted their engagement through posts that were entirely original content (..)
MainStreet Financial Planning
NOVEMBER 10, 2022
The IRS and Social Security Administration recently announced changes for 2023. in 2023, the highest increase in 41 years. Health Savings Account (HSA) contribution limits for 2023 will be $3,850 for self-only coverage and $7,750 for family coverage. DETAILS HERE. More Information.
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Darrow Wealth Management
OCTOBER 21, 2022
The IRS has released the 2023 contribution limits for retirement plans and other cost-of-living adjustments. Contribution Limits for 401(k)s, IRAs and More in 2023. Income Tax Rates in 2023. The post 2023 IRS Contribution Limits and Tax Rates appeared first on Darrow Wealth Management.
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The Big Picture
MARCH 6, 2023
Lawmakers are trying to restrict these investment choices in workplace retirement plans, but big fund managers are trying to give shareholders a voice. ( Private Equity Outlook in 2023: Anatomy of a Slowdown Source: Bain Sign up for our reads-only mailing list here. A Wealth of Common Sense ) • On Wall St., Capital Advisors.
Carson Wealth
DECEMBER 8, 2023
Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. Lastly, I allocate the retirement plan contributions between Roth and Traditional 401(k) accounts.
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Good Financial Cents
JANUARY 17, 2023
And how does it compare to the 401k and other retirement plans that exist? Being a self-employed retirement plan , the SIMPLE IRA gives you the discretion of what exactly you want your money invested into. . You are allowed to contribute up to $15,500 in 2023 , up from $14,000 in 2022, per year in a SIMPLE IRA.
Nationwide Financial
JANUARY 26, 2023
Key Takeaways: 2023 could be a really good year to fund a Roth account because of low tax rates and changes to how the standard deduction, tax brackets, and retirement account contribution limits are adjusted for inflation. 2023 could be a really good year to fund a Roth account. Is there a better way? The answer may be yes.
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Talon Wealth
NOVEMBER 12, 2024
Here’s how it breaks down for 2023-2024: If a couple’s total retirement income is between $32,000 and $44,000, up to 50% of Social Security benefits could be taxable. This is why having a smart, well-rounded retirement plan that includes income planning and tax planning is so important!
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Good Financial Cents
DECEMBER 28, 2022
For example, if you’re under the age of 49 you can contribute a maximum of $6,500 for the 2023 tax season. For the 2023 tax season, standard Roth IRA contribution limits remain the same from last year, with a $6,500 limit for individuals. Interested in learning more about the specifics of the Roth IRA? Cited Research Articles.
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A Wealth of Common Sense
DECEMBER 13, 2023
Today’s Animal Spirits is brought to you by YCharts and The College for Financial Planning: See here for YChart’s Top 23 Charts of 2023 See here to learn more about The College for Financial Plannings Chartered Retirement Plans Specialist designation On today’s show, we discuss: You’re better off going all in on stocks than (..)
Good Financial Cents
JANUARY 24, 2023
While they do share some similarities, there are enough distinct differences between the two where they can just as easily qualify as completely separate and distinct retirement plans. Either plan is an excellent choice, particularly if you’re not covered by an employer-sponsored retirement plan. Not exactly.
Nationwide Financial
JANUARY 25, 2023
Last year’s considerable losses and market fluctuations underscore the need for clients to assess their retirement plans to ensure it aligns with their objectives, financial situations, timelines, and attitudes toward market volatility. You can help them start the year right by conducting a retirement checkup.
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