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. Along with the opportunity for increased wealth accumulation, Mega Backdoor strategies offer other benefits.

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Taxes Planning Retirement Retirement Planning 52

WiserAdvisor

MARCH 13, 2024

Furthermore, investment planning enables you to capitalize on market opportunities and harness the potential for wealth accumulation. They offer a triple tax benefit that allows you to contribute pre-tax dollars, enjoy tax-free growth on your investments, and withdraw funds tax-free for qualified medical expenses.

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Retirement Planning Retirement Planning Estate Planning 105

Harness Wealth

OCTOBER 8, 2024

The Harness Marketplace attracts employees, founders, and investors in tech, healthcare, management consulting, and other high-earning industries who need help managing complex tax needs. Many clients are in the wealth accumulation phase of life and need help setting a foundation to successfully manage their finances for years to come.

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Taxes Clients Tax Planning Healthcare 52

Harness Wealth

JUNE 5, 2024

In January of 2023, Kelley started with zero clients but has grown to 140 clients in early 2024 with annual revenue projected to be upwards of $250,000 this year. Finding the ideal client Kelley leveraged Harness’s curated tax client introductions. Onboarding tax clients with ease “Client onboarding is pretty quick with Harness.

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Taxes Clients Planning Tax Planning 64