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Welcome to the 409th episode of the FinancialAdvisor Success Podcast ! Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financialplanning (as well as consulting with over 15,000 clients on student loan debt).
Choosing whether to file an 83(b) or 83(1) election involves various factors, including your financial situation, the company’s growth potential, and your long-term goals. Get started Harness makes it easy to find tax and financialadvisors best suited to your needs. Starting at $1,500 per year.
Article is a general communication only and should not be used as the basis for making any type of tax, financial, legal, or investment decision. Darrow Wealth Management doesn’t provide tax advice; consult your tax advisor to discuss your personal situation. . Depending on the situation, the 4% surtax may be unavoidable.
So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financialadvisor, or not? I am a CFA® charterholder and financialadvisor marketing consultant. I am an irreverent and fun marketing consultant for financialadvisors. Let’s debate it!
Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Checklist: Year-end Tax Planning Strategies Review the following tax strategies with your tax advisor and/or financialadvisor before the end of the year.
If you’re overwhelmed by the complexities of tax filing, consider talking to a financialadvisor that can support you. A financialadvisor can help you analyze your financial situation, maximize all your deductions, and provide personalized advice on managing taxes going forward. Growing tax deferral.
Please note that converting existing after-tax dollars to Roth could result in taxes being due, so please consult with your tax professional before making this request to understand the magnitude.) Should I contribute to my Deferred CompensationPlan (DCP) or the Mega Backdoor Roth?
At Cordant, over our decades of experience working with Tech professionals, we’ve built expertise on the various industry benefits plans and how our clients can take advantage of them, which we’ll get to below. But, if you need any help, you can schedule a free consultation here. 10 years, 15 years, etc.),
Avoid Dependency Other sources of income that some people receive include a pension, deferred compensationplan, or the sale of a business. Disclosure: This blog is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financialadvisors.
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