FMG

MARCH 3, 2025

Instead of listing ten tips for retirement planning, share your top three and ask, What would you add to this list? For instance, many people feel overwhelmed by retirement planning. For instance, team up with a CPA to discuss tax strategies, then invite followers to share their questions in the comments.

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WiserAdvisor

NOVEMBER 14, 2023

Retirement planning is an essential aspect of financial security, especially as one transitions from a phase of regular income to relying on savings and investments. With increased life expectancy, the modern retirement plan may need to account for not only a longer life but also for the increased expectations during this phase.

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Trade Brains

AUGUST 19, 2022

Best Indian Stock Market Blogs to Follow to Learn Investing : If you are looking for a few best Indian stock market blogs to follow, then you have reached the right place. 8 Best Indian stock market Blogs to Follow. Get money rich (GMR) blog is run by Mani (founded in 2008). Trade Brains. Get Money Rich (GMR).

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Park Place Financial

NOVEMBER 29, 2022

Retirement Planning 5 Ways to Catch Up on Retirement Planning Later in Life Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Retirement is a significant investment, which is why so many financial experts recommend establishing goals and starting when still a younger adult. SIMPLE 401(ks) and IRAs

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Integrity Financial Planning

OCTOBER 17, 2022

There are rules and regulations that can help you avoid higher taxes and penalty fees and help you structure your income to minimize taxes. Know these 3 ages that can help you get the most out of your retirement accounts. Age 59½ is the earliest you can withdraw funds from an IRA account and pay no early withdrawal penalty tax.

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Integrity Financial Planning

AUGUST 3, 2022

Why does tax planning matter for your retirement plan? Brian talks through the difference it can make and why you should pay attention to it now as a part of your financial plan. When it comes to taxes, should you use the same person that files taxes to do tax planning and retirement planning for you?

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WiserAdvisor

SEPTEMBER 13, 2023

While grappling with various aspects of retirement planning, it is imperative to acknowledge a critical factor that often does not receive its due attention – longevity risk. While this is undoubtedly positive, it introduces the challenge of ensuring that your financial resources last an extended retirement period.

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Integrity Financial Planning

AUGUST 21, 2023

One of those options might be to set up a defined contribution plan such as a 401(k). [1] 1] A 401(k) will allow you to set aside some of your assets into a tax-advantaged account that can have market exposure and the potential to grow over time. [2] 4] This is a tax-advantaged account, much like a 401(k). [5]

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Random Roger's Retirement Planning

MARCH 11, 2025

In a blogging context we look at these stocks occasionally for barbelling returns and because they are beneficiaries of private equity fees, not proxies for investing in PE. Another dynamic that might be weighing the stocks down is the possible ending of the carried interest tax break. This is interesting for a few reasons.

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Zoe Financial

MARCH 21, 2025

A financial advisor can help navigate the complexities of wealth management, from tax considerations to estate planning and retirement strategies. In this blog, well break down the role of financial advisors, when you might consider working with one, and how they can support your financial goals.

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Indigo Marketing Agency

FEBRUARY 8, 2025

Develop a marketing plan that allows you to share valuable content regularlywhether its through blogs, emails, or social media. You can start hosting webinars by first choosing topics that matter to your audiencethings like retirement planning, wealth preservation, or smart investment strategies.

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Integrity Financial Planning

NOVEMBER 28, 2022

These days, retirement planning will likely involve Individual Retirement Accounts in one way or another. The Roth IRA is a type of retirement account that you may withdraw from tax-free after a certain age and after holding it for a period of time. These IRAs can be useful when executing a retirement tax strategy.

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Random Roger's Retirement Planning

APRIL 6, 2025

None of these seem to be catastrophic to me which if nothing else means all the related blog posts had at least a hint of productivity to them. This is time well spent even if just for me and I will continue to blog about this stuff. I'm also not sure that 10% is optimal but it obviously wasn't catastrophically wrong from day one.

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Indigo Marketing Agency

JANUARY 3, 2025

Are you aiming to reach established business owners focused on retirement planning? Here are examples of high-value topics compared to less effective ones: Effective Topics: The Ultimate Guide to Minimizing Your Taxes for Business Owners With Fewer Than 25 Employees Are You on Track to Financial Independence As a Physician?

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Random Roger's Retirement Planning

OCTOBER 2, 2024

Part 1 took a look the evolution of the blog and for Part 2, I want to try to look at how portfolio process has evolved and track how I view life milestones as related to things like retirement. The other day I mentioned that original blog site is gone but that I can see the posts in the blogger template.

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Random Roger's Retirement Planning

FEBRUARY 5, 2025

The Retirement Manifesto Blog had a post about the "5 Top Regrets of Retirees." Spending $10,000 you weren't expecting on some sort of repair would suck but having that completely undo a retirement plan would suck worse. The first regret was not saving enough money.

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WiserAdvisor

JULY 29, 2022

401(k)s and Roth IRAs are some of the most commonly used retirement accounts. Some opt for a 401(k) account simply because it comes with the advantage of getting an employer match, while some go for a Roth IRA account to be able to make tax-free withdrawals in retirement. Thus, you end up paying fewer taxes on your income.

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Indigo Marketing Agency

MARCH 19, 2025

Example: Instead of writing something like: With our advanced wealth management strategies, we help high-net-worth individuals maximize tax-efficient investments while securing generational wealth. Try using shorter, more common words like: We help you save money on taxes and grow your investments. Book a free call today.

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Random Roger's Retirement Planning

AUGUST 4, 2024

For the purposes of modeling and blogging we use large allocations to the various alts but I try to be very consistent in saying that in real life, I wouldn't put anywhere near 20-25% in any single alternative strategy. Here is a sampling of alternative funds, other than managed futures, that we talk about regularly on the blog.

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Integrity Financial Planning

NOVEMBER 1, 2022

It doesn’t factor in your healthcare coverage situation, it isn’t designed to avoid the 3 strikes of tax planning , and it doesn’t account for the location and liquidity of your wealth and savings. There are many moving parts to a retirement plan that must be considered if your goal is to make the most of your savings.

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Random Roger's Retirement Planning

MARCH 25, 2025

This sort of thing is exactly what I blogged about so much, albeit elsewhere, that I wanted to avoid. The reason to mention this is we use KKR for blogging purposes as a way not to access private equity but more like how to benefit from the fees. Here's a useful chart from Jake at Econompic on Twitter.

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FMG

FEBRUARY 13, 2025

Bring in an expert to speak on topics like retirement planning, tax strategies, sustainable investing, or market insights. Repurpose Event Content : Edit and transcribe webinar recordings, then share snippets on social media or create blog posts summarizing key points. It’s a win-win for you and the experts.

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Random Roger's Retirement Planning

NOVEMBER 4, 2024

On a personal note, I've been particularly busy for a few days, nothing bad, and hope resume normal blogging shortly. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

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Carson Wealth

JULY 12, 2022

In this blog, we’ll break down industry jargon, share what various credentials indicate and explain why the financial services industry is so regulated. . In financial services, you might encounter an LLM in tax or estate planning. . Broad Based Financial Planning Designations. Retirement.

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FMG

FEBRUARY 13, 2025

Bring in an expert to speak on topics like retirement planning, tax strategies, sustainable investing, or market insights. Repurpose Event Content : Edit and transcribe webinar recordings, then share snippets on social media or create blog posts summarizing key points. It’s a win-win for you and the experts.

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Clients Planning Education Communication 52

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. In the unfortunate event of your passing, the funds held in a 401(k) can be passed on to your heirs, offering them a tax-advantaged account.

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Midstream Marketing

DECEMBER 6, 2024

Writing helpful blog posts that talk about common money problems and give good advice to the target audience. Running focused social media campaigns that highlight their services and share their skills in areas like tax planning or retirement planning. A solid marketing plan can help you find new leads.

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Random Roger's Retirement Planning

MARCH 8, 2025

This is tongue and cheek of course, I am not going to launch an ETF with two names that I've been blogging about forever but maybe this crystalizes the effectiveness of very simple first responders. Invoking Karl Popper, if it only takes one negative to disprove a theory, what about several hundred blog posts disproving the need for bonds?

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Park Place Financial

JANUARY 9, 2023

FINANCIAL PLANNING Tax and Financial Planning Ideas For 2023 Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Additionally, the government has made changes to tax rules, further prompting Americans to reevaluate their tax and financial strategies. Retirement Savings Accounts .

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Indigo Marketing Agency

MARCH 5, 2025

By sharing knowledge on topics such as retirement planning, wealth management, and investment strategies, you demonstrate your expertise while attracting an audience already interested in your services. Email & content marketing: From email sequences to blog content, we position you as a thought leader and keep prospects engaged.

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Good Financial Cents

MARCH 17, 2023

Paid Time Off for Hourly Employees Earning $25 per Hour How Much Is $25 An Hour After Taxes? Note : $52,000 is the gross annual salary before any deductions for taxes, insurance, 401K, etc. How Much Is $25 An Hour After Taxes? It’s important to understand the effect income taxes have on your hourly wage.

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Random Roger's Retirement Planning

APRIL 12, 2025

Those are the three long short funds we use for blogging purposes compared to the S&P 500 and of course BTAL is a client and personal holding. The context we use for this space both for the blog and then for clients IRL is to hopefully smooth out the ride.

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Integrity Financial Planning

JUNE 16, 2022

But there are plenty of important birthdays ahead of you, especially as you near and enter retirement. Starting at age 50, several birthdays are critical to acknowledge because they can have implications for your retirement and tax situation. Around the time you retire, your tax situation may change. For example,?

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Random Roger's Retirement Planning

FEBRUARY 14, 2025

Torsten Slok blogged about how ineffective bonds have been in terms of providing any return or diversification benefits lately in the context of a 60/40 portfolio. The context of the newsletter like today's blog post, looking for bond alternatives for a diversified portfolio. And a couple of tidbits about LSAIX that I picked up.

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Integrity Financial Planning

MAY 16, 2023

The reason RMDs exist is that many retirement accounts are pretax vehicles, meaning the money that you have put into them has not been taxed yet. If you could leave the money in the account indefinitely, the government would never be able to tax the money. [5] 7] Planning for RMDs is essential for retirement planning.

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Midstream Marketing

NOVEMBER 6, 2024

When you share useful things, like white papers, blog posts, articles, and updates on social media, you can show that you are a thought leader in the financial industry. Before you write your first blog post or share on social media, you must know two key things: your target audience and your marketing goals.

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Integrity Financial Planning

AUGUST 28, 2022

In order to pass these on, you must name a beneficiary for each retirement account, insurance policy, and annuity. If you don’t, these assets will likely be paid to your probate estate, possibly triggering income tax. Get in touch with us to find out how we can help you create a financial plan for your retirement and the future.

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