This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
2024 Planning Retirement Planning 
Nerd's Eye View
DECEMBER 27, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that according to a recent study by DeVoe & Company, only 42% of RIAs surveyed have written succession plans and either have begun to implement them or have already done so.
Nerd's Eye View
JANUARY 31, 2025
Which could include measures such as additional time to comply with rules that have been adopted but not yet enforced and perhaps, more broadly, an approach from the SEC that focuses more on whether a firm has robust program controls and a strong fiduciary culture rather than seeking out specific, (sometimes minor) missteps and producing enforcement (..)
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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
JUNE 26, 2024
Notice 2024-55 clarifies two exceptions to the 10% additional tax.
NAIFA Advisor Today
FEBRUARY 6, 2025
Mike McGlothlin , CFP, CLU, ChFC, LUTCF, NSSA, Executive Vice President, Retirement, at Ash Brokerage , is the 2024 recipient of the Kenneth Black Jr. NAIFA and FSP merged in January 2024. Leadership Award. McGlothlin manages a staff of more than 65 employees and has maintained a 90% retention rate.
138 
Wealth Management
AUGUST 14, 2024
Open, honest and candid discussion about lawsuits against TIAA and Morningstar, CITs bigger than mutual funds in TDFs, private equity in retirement plans and more.
Wealth Management
SEPTEMBER 25, 2024
Open, honest and candid discussion about retirement plan assets, Fidelity's crackdown on credential sharing, Commonwealth's new PEP and more.
Wealth Management
APRIL 17, 2024
Open, honest and candid discussion about the DOL rule, Pontera's new retirement plan leadership, the resurgence of senior workers and more.
Nerd's Eye View
JANUARY 1, 2024
Welcome to the January 2024 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!
Nerd's Eye View
FEBRUARY 12, 2025
The new law repeals both the WEP and GPO, restoring full Social Security benefits to affected individuals, retroactive to January 2024. But the challenge in making such an estimate is the fact that SSA doesn't clearly show many individuals what their full benefits would be without the reduction for WEP or GPO.
245 
Wealth Management
MARCH 6, 2024
Open, honest and candid discussion about the flexPATH lawsuit verdict, AI in DC plans, employee engagement, convergence and retirement plan advisor due diligence.
Nerd's Eye View
MAY 6, 2024
Welcome to the May 2024 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!
Advisor Perspectives
APRIL 25, 2024
million Americans turning 65 in 2024, advisors are navigating four core risks that will impact their portfolios in retirement: longevity, inflation, volatility, and emotions. With nearly 4.5 We will discuss new research by Dr. Wade Pfau, professor at The American College of Financial Services.
Nerd's Eye View
OCTOBER 7, 2024
Welcome to the October 2024 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!
246 
Nerd's Eye View
AUGUST 2, 2023
Which means that financial advisors can play an important role in adoption planning – helping clients strategically plan for the costs involved in the process, including accessing tax credits that can significantly defray these expenses. At the same time, adoption can be expensive, with costs that can add up to $70,000 or more.
246 
Abnormal Returns
NOVEMBER 6, 2023
ft.com) Creative Planning has closed on its purchase of Goldman Sachs' ($GS) PFM unit. citywire.com) Creative Planning is expanding its reach in the retirement plan space. papers.ssrn.com) Taxes A 2023 year-end tax planning guide. kitces.com) Advisers How the profession of financial planning has changed over time.
Nerd's Eye View
JANUARY 26, 2024
Also in industry news this week: A House committee has advanced a bill that would extend several expired business-related tax measures from the Tax Cuts and Jobs Act and would increase the value of the Child Tax Credit The SEC released its examination priorities for 2024, which include a focus on advisers' adherence to their duty of care and duty of (..)
Darrow Wealth Management
SEPTEMBER 19, 2024
Updated for 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
DECEMBER 13, 2024
Also in industry news this week: While the SEC has had the power to restrict mandatory arbitration clauses in RIA client agreements for more than a decade, an advisory committee meeting this week suggests support for such a measure isn't unanimous CFP Board saw a record number of exam-takers during 2024, reflecting recognition of the professional and (..)
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.
143 
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.
Darrow Wealth Management
NOVEMBER 2, 2023
The IRS has released the 2024 contribution limits for retirement plans and other cost-of-living adjustments.
Nerd's Eye View
JANUARY 19, 2024
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. in 2023, the RIA space showed significantly more strength, with 10.4%
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!
52 
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. Read More.
Your Richest Life
APRIL 15, 2024
Do you have a plan in place for your retirement? For many people, the extent of their retirement planning includes signing up for the plan at work – which is often more of a starting point than a comprehensive retirement plan. Some 457 plans can allow for Roth contributions and in-plan rollovers.
Dear Mr. Market
DECEMBER 31, 2024
Because when it comes to financial planning, you’re ready to write it downand studies show that writing down your goals makes you 42% more likely to achieve them. Heres your top 10 financial planning checklist for the new year. A little planning now avoids big headaches later. Ready to Tackle 2024? Not for you.
96 
A Wealth of Common Sense
SEPTEMBER 18, 2024
Today’s Animal Spirits is brought to you by YCharts and Fabric: See here for 20% off your initial YCharts professional subscription Go to meetfabric.com/spirits for more information on life insurance from Fabric by Gerber Life On today’s show, we discuss: How Individual Retirement Accounts Changed the Stock Market Forever Social Security: (..)
MainStreet Financial Planning
MARCH 14, 2024
Here are 5 areas to review to determine if you may need to make some adjustments for 2024. Review Tax Withholding: Check your paystubs to assess if adjustments to your W-4 are needed to avoid overpaying or underpaying taxes in 2024. The post Make your 2024 Taxes Less Taxing by giving yourself a Tax Checkup!
92 
Nerd's Eye View
OCTOBER 2, 2024
In this environment, financial advisors have the opportunity to add value for their clients not only by giving a clear explanation about the current status of Social Security and the potential legislative changes that could improve its solvency, but also by modeling what (realistic) changes would mean for their clients' financial plans.
246 
Tobias Financial
NOVEMBER 30, 2023
If you’re planning to boost your retirement savings, the latest announcement from the Internal Revenue Service (IRS) brings good news. In 2024, contribution limits for most retirement plans will be increased by $500, providing individuals with additional opportunities to secure their financial future.
52 
Harness Wealth
JANUARY 9, 2025
Strategy Contribution Limit (2024) Advantages Disadvantages Backdoor Roth IRA $7,000 ($8,000 if 50+) Circumvents income limits for Roth IRA, providing increased tax-free growth Low annual limit and pro-rata rule complications. It also requires an individuals 401(k) plan to allow after-tax contributions and in-service withdrawals.
52 
Your Richest Life
JANUARY 20, 2023
Whether you’re decades from retirement or quickly approaching it, some of these changes will likely impact you and your financial plan. Student Loan and Roth Account Matching Employers will be able to match employees’ student loan payments to a workplace retirement account beginning in 2024. Secure Act 2.0:
Darrow Wealth Management
APRIL 15, 2024
But typically, it means the same thing: working in some capacity after retiring early. According to the 2024 State of Retirement Planning Study by Fidelity Investments, the rise of remote and hybrid work has shifted retirement preferences for working Americans under age 42. But that’s short-sighted.
102 
Darrow Wealth Management
DECEMBER 23, 2022
Some of the measures in the bill include increasing the required minimum distribution age, raising catch-up contribution limits, permitting some rollovers from 529 plans to Roth IRAs, and expanded access to employer plans. retirement changes. 529 plan to Roth IRA rollovers. 9 major Secure Act 2.0 The Secure Act 2.0
99 
Darrow Wealth Management
MARCH 3, 2025
Stocks vs bonds historical returns by calendar year (1997 – 2024) Top takeaways: Between 1997 and 2024, the S&P 500 returned 9.7% Returns shown are based on calendar year returns from 1950 to 2024. Growth of $100,000 is based on annual average total returns from 1950 to 2024. on an average annualized basis.
Your Richest Life
NOVEMBER 26, 2024
Do you know when you want to retire? Are you saving enough for the retirement you want? Myth #2: You should plan to retire in your 60s With more people going back to school or changing careers later, holding off on retiring is becoming more common, too. for more information.
52 
MainStreet Financial Planning
APRIL 4, 2024
If your child is a sophomore in high school right now, this year is super important for your college funding plan! So…if your child is a sophomore in high school right now…2024 is the tax year that will be used for financial aid eligibility. Do’s Don’ts Increase pre-tax retirement plan contributions if you can.
90 
Indigo Marketing Agency
JULY 23, 2024
Seals Financial Planning & Investments What does Seals do right? Engaging Queries for Common Concerns The site poses common questions such as “Will I be okay when I retire?” to engage visitors, especially those nearing retirement and seeking a financial plan. and “Will I outlive my money?”
Darrow Wealth Management
FEBRUARY 18, 2025
Don’t stress out about every headline, stress test your retirement plan instead.Markets move every day and the news cycle is 24-7. Stress testing a financial plan or retirement income goals is crucial to help ensure retirees wont run out of money under different conditions in the financial markets.
52 
Tobias Financial
FEBRUARY 25, 2024
We are thrilled to announce that our CEO, Marian ela Collado , CPA/PFS, CFP®, CDS® will serve as one of the speakers at the upcoming CNBC Women & Wealth on March 5 th , 2024. Marianela’s session will focus on retirement planning and how women can maximize their financial future. appeared first on www.tobiasfinancial.com.
WiserAdvisor
JANUARY 16, 2024
This data can serve as a baseline for tailoring your retirement plan, taking into account factors such as inflation, your current age, and your desired retirement age. These figures can serve as a valuable reference point for individuals planning their retirement.
Harness Wealth
JANUARY 29, 2025
These contributions not only provide immediate tax relief but help secure longer-term financial stability during retirement. 401(k) Plans: Contribute the maximum allowable amount for 2024 : $23,000 if youre under 50, or $30,500 if youre 50 or older.
52 
Darrow Wealth Management
SEPTEMBER 26, 2024
Individuals often use a brokerage account to save for medium to long-term goals such as college (to avoid over-funding a 529 plan), a new or second home, major asset purchase, or just because they have extra cash flow to put to work. Tax-deductible contributions means distributions in retirement are taxable as regular income.
94 
Darrow Wealth Management
FEBRUARY 26, 2025
Stocks vs. Bonds: Differences in Risk and Return Make a Case for Both While there wasn’t much that went according to plan in 2020, when we zoom out, this is a picture of a diversified portfolio performing as we might expect. The Callan Periodic Table ranks calendar year returns for various asset classes.
52
Expert insights. Personalized for you.
We have resent the email to
Are you sure you want to cancel your subscriptions?
Let's personalize your content