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2025 Retirement Retirement Planning 
Nerd's Eye View
DECEMBER 27, 2024
Also in industry news this week: According to a recent survey, advisors are putting an increasing share of client assets into model portfolios, allowing for customization and time savings that advisors appear to be using to provide more comprehensive planning services RIA M&A deal volume saw an annual record in 2024 as a lower cost of capital, (..)
NAIFA Advisor Today
JANUARY 16, 2025
Advisor Today Guest Column January of 2025 is the 50th anniversary to one of the most important pieces of legislation in the retirement planning arena ever put into law by Congress. What Im referring to is the enactment of ERISA, the Employee Retirement Income Security Act.
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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
Nerd's Eye View
FEBRUARY 12, 2025
Notably, estimating benefits in this way isn't a simple 'back-of-the-envelope' calculation, given the complexity of the rules determining the calculation of Social Security retirement, spousal, and survivor benefits.
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Wealth Management
MARCH 26, 2025
Open, honest and candid discussion about retirement plan assets, PE funds in workplace plans, the future of the DOL fiduciary rule and more.
Wealth Management
JANUARY 8, 2025
Announcement 2025-2 applies to employer retirement plans.
Dear Mr. Market
DECEMBER 31, 2024
Heres your top 10 financial planning checklist for the new year. Write Down Your 10 Financial Goals for 2025! Maximize Retirement Contributions Contribute as much as possible to your 401(k), IRA, or Roth IRA. For 2025, the IRS has increased contribution limitsdont miss out. Happy Planning and best to you in 2025!
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Darrow Wealth Management
FEBRUARY 9, 2025
The idea of living off dividends in retirement sounds nice, but investors often don’t realize how much money they’ll need invested to generate enough income from dividends to cover lifestyle expenses. You may need more money than you think to retire on dividends. Retire on dividends?
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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 our FSP community congratulate Mike McGlothlin as the 2025 winner of the Ken Black Leadership Award, said NAIFA CEO Kevin Mayeux , CAE. Leadership Award.
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Harness Wealth
MARCH 7, 2025
Additionally, we have news that FinCEN has announced an extension of the BOI reporting deadline and a temporary halt in enforcement, an analysis on the implications of wealth taxes in Europe, and a refresher on how the new ‘Savers Match’ program aimed at enhancing the retirement savings of millennials and Gen Z functions.
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Harness Wealth
JANUARY 29, 2025
April 15 marks the IRS tax return filing deadline for 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.
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Good Financial Cents
JANUARY 26, 2023
Early retirement has become a popular financial goal. Even if you never retire early, just knowing that you can is liberating! Can You Really Retire at 50? Can You Really Retire at 50? Table of Contents Can You Really Retire at 50? FAQs on Retiring Early at 50 It’s a big bold claim – retire at 50?
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Darrow Wealth Management
DECEMBER 23, 2022
Congress is once again poised to make sweeping changes to the retirement and tax rules in the last two weeks of the year. retirement changes. retirement changes. In the new bill, the age when retirees must begin drawing from non-Roth tax-deferred retirement accounts would increase to 73 in 2023 and 75 in 2033. Stay tuned.
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Zoe Financial
JANUARY 27, 2025
The Five Phases of Retirement Planning Published January 29, 2025 Reading Time: 2 minutes Written by: The Zoe Team Retirement is a journey with distinct phases, each requiring its own focus and preparation. The Transition Phase Approaching retirement brings the need for a shift in priorities.
FMG
FEBRUARY 13, 2025
Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. In this guide, well walk you through actionable strategies, creative ideas, and promotion tips to ensure every event you plan is a success. It’s a win-win for you and the experts.
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FMG
FEBRUARY 13, 2025
Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. In this guide, well walk you through actionable strategies, creative ideas, and promotion tips to ensure every event you plan is a success. It’s a win-win for you and the experts.
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Carson Wealth
DECEMBER 8, 2023
Many states also exempt retirement income, which may include Social Security. However, retirement income is generally included for income related monthly adjustment amount (IRMAA) computations to determine if supplemental payments are due for Medicare Part B and Medicare Part D premiums.
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Advisor Perspectives
JANUARY 31, 2025
The growth in US retirement assets offers potential opportunities for retirement plan advisors to likewise expand their business. Our Mike Dullaghan discusses growth opportunities in the retirement market and how to enhance client engagement.
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Cordant Wealth Partners
SEPTEMBER 8, 2022
As you would expect from an outstanding organization like Microsoft, it offers a very robust 401(k) to help employees save for retirement. This article will discuss the key features of the Microsoft 401(k) plan, and after reading it, you should leave with a clear game plan of how to: Maximize the match (free money! )
Your Richest Life
JANUARY 20, 2023
which brings several changes to the retirement system, is now law. Whether you’re decades from retirement or quickly approaching it, some of these changes will likely impact you and your financial plan. Before this change, matches on employer plans were pre-tax. The Secure Act 2.0, Secure Act 2.0: Secure Act 2.0:
NAIFA Advisor Today
FEBRUARY 10, 2025
Join us on Thursday, February 27, 2025, at 12 PM Eastern for Journal Live, where we explore how consumer research can enhance retirement planning.
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Advisor Perspectives
FEBRUARY 7, 2025
In 2025, SECURE 2.0 introduces mandatory automatic enrollment in new retirement plans, increased catch-up limits for certain workers, and reduced participation requirements for long-term part-time workers. Our Mike Dullaghan highlights the details of the new provisions.
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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.
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Zoe Financial
MARCH 21, 2025
Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. Estate Planning : Ensuring your wealth is passed on according to your wishes. Optimizing tax-efficient retirement income.
Darrow Wealth Management
FEBRUARY 26, 2025
When rates are low, corporations often retire high-cost debt in favor of issuing new bonds at a lower rate and a longer duration to lock in favorable rates. Retirement planning, like any type of robust financial planning, should include stress testing your investment strategy and financial plan.
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Darrow Wealth Management
MARCH 3, 2025
While an investor’s timeline affects their risk tolerance and allocation decisions between stocks and bonds, it’s important to remember how long a retirement time horizon can truly be. Retirement planning, like any type of robust financial planning, should include stress testing your investment strategy and financial plan.
Financial Symmetry
APRIL 9, 2025
Harnessing Tax-Advantaged Savings Retirement accounts and health savings plans offer the dual benefits of saving tax and building wealth. Resources & People Mentioned The Retirement Podcast Network Goals of Tax Planning Blog Should | Roll My IRA into My 401K to Do a Backdoor Roth?
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Validea
MARCH 27, 2023
legislation, all new retirement savings plans will automatically enroll workers beginning in 2025, unless they opt out, and gradually increasing their savings rates as the years roll on. After all, investments are customized to the individual, and retirement plans should be personalized as well, Benartzi posits.
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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. Plus, you’ll be increasing your tax diversification for retirement. One option is to contribute to a Roth IRA.
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Random Roger's Retirement Planning
MARCH 28, 2025
The tradeoff is that it usually goes down more when the market goes down including so far in 2025. Pivot to an article in Barron's about hybrid target date funds offered in 401k plans where upon retirement (minimum age might be 65), some or all of the balance can be converted into an annuity.
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NAIFA Advisor Today
AUGUST 13, 2024
Doug Massey has 40 years of experience in the financial industry, specializing in retirement planning and life insurance. As NAIFA's President-Elect for 2025, he is committed to advancing the organization's influence and protecting advisors' interests.
NAIFA Advisor Today
AUGUST 1, 2024
Doug Massey has 40 years of experience in the financial industry, specializing in retirement planning and life insurance. As NAIFA's President-Elect for 2025, he is committed to advancing the organization's influence and protecting advisors' interests.
Random Roger's Retirement Planning
MARCH 30, 2025
Is 2025 going to be a good year for SCHD as a broad based or core holding relative to other strategies or factors? There's no way to know of course but if 2025 turns out to be a bad year for the S&P 500 then there's a pretty good probability of SCHD doing better than market cap weighting (MCW) and maybe most of the other factors.
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Harness Wealth
OCTOBER 24, 2024
To plan your tax timeline, see our article, 2025 Tax Deadline Information for Individual Filers. Retirement Contributions: Proof of contributions to IRAs, 401ks, or other retirement plans, which may be deductible. Need to Find a Tax Professional for 2025? This is a product of Harness Tax LLC.
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Darrow Wealth Management
JULY 1, 2024
The TCJA has many provisions that are set to expire (sunset) at the end of 2025. Mortgage interest will once again be tax-deductible on larger loans As a result of the 2017 legislation, between 2018 and 2025, interest on new mortgages is only tax-deductible up to $750,000 of mortgage debt on a primary or second home.
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Indigo Marketing Agency
FEBRUARY 19, 2025
Check out our Top 30 Influencers for Financial Advisors in 2025 here.) Blog posts, social media updates, webinars , and email campaigns that speak to market uncertainties, retirement planning, or financial goal-setting will resonate more with potential clients.
Tobias Financial
OCTOBER 16, 2024
The Medicare industry is facing major disruptions ahead of the 2025 open enrollment, with insurers cutting benefits, raising premiums, and exiting certain markets. This has led to increased confusion for beneficiaries, particularly in deciding between Medicare Advantage and Medigap plans.
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Random Roger's Retirement Planning
MARCH 11, 2025
How great have the returns been for the Mag 7 stocks for the last couple of years, but so far in 2025 most of them look like they are down mid-teens to mid-20's percent. Another dynamic that might be weighing the stocks down is the possible ending of the carried interest tax break.
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Zoe Financial
MARCH 19, 2025
Published: March 20th, 2025 Reading Time: 6 minutes Written by: The Zoe Team Have you ever stood in a grocery aisle, staring at a wall of options, unable to pick one? Budgeting & saving (23%): Uncertainty about creating a plan that works. Retirement Planning (22%): Fear of running out of money or not saving enough.
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Tucker Advisors
NOVEMBER 3, 2021
While the market remains strong, how does this news affect the savings of retirees or those about to retire? . So, how do people who are retired or about to retire combat this inflation? But for someone retired or nearing retirement, this strategy could be fatal to their portfolio. .
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Indigo Marketing Agency
JANUARY 3, 2025
Are you aiming to reach established business owners focused on retirement planning? Calculators: Interactive tools, like budget or retirement calculators, offer personalized insights that are highly valuable to prospects. Ask yourself: Are you targeting young professionals eager to learn about investing?
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Brown Advisory
APRIL 1, 2020
These strategies may include the conversion of an IRA or qualified retirement plan to a Roth IRA , because the tax consequences of such a conversion are based on asset values at the time of conversion, and any future growth in value will avoid income taxation, both within the plan and at the time of distribution to the plan beneficiary.
Brown Advisory
APRIL 1, 2020
These strategies may include the conversion of an IRA or qualified retirement plan to a Roth IRA , because the tax consequences of such a conversion are based on asset values at the time of conversion, and any future growth in value will avoid income taxation, both within the plan and at the time of distribution to the plan beneficiary.
Random Roger's Retirement Planning
DECEMBER 14, 2024
in 2025 instead of the typical 4%. A $38,000 withdrawal implies $950,000 in retirement assets. Now, at the start of 2025 a $31,000 fixit comes long, plus the $40,000+/- withdrawal. How many expensive fixits should we expect over the course of a 30 year retirement (use the number of years more applicable to you)?
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Random Roger's Retirement Planning
MARCH 9, 2025
The Wall Street Journal has an article up this weekend about investors rotating to dividend centric stocks and funds because they are doing well in 2025 as market cap weighting has struggled, especially since mid-February. The Schwab US Dividend Equity ETF (SCHD) seems to garner the most attention.
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