Compensation Planning Consulting Retirement 
Nerd's Eye View
OCTOBER 29, 2024
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 financial planning (as well as consulting with over 15,000 clients on student loan debt). My guest on today's podcast is Travis Hornsby.
Harness Wealth
NOVEMBER 12, 2024
Checklist: Year-end Tax Planning Strategies Review the following tax strategies with your tax advisor and/or financial advisor before the end of the year. Fully Utilize Tax-Advantaged Retirement and Savings Accounts There are multiple steps you can take using retirement accounts to reduce your taxable income. GET STARTED 1.
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Darrow Wealth Management
NOVEMBER 17, 2022
Darrow Wealth Management doesn’t provide tax advice; consult your tax advisor to discuss your personal situation. . Further, both examples ignore other sources of income, such as wages, pre-tax retirement account distributions, dividends, etc., Considering tax planning strategies to reduce the impact of the new MA surtax.
Zoe Financial
MARCH 22, 2023
What comes to mind when thinking about retirement? By understanding the inner workings of retirement income, you can enjoy retirement without worrying about finances. The starting point is understanding your retirement needs and how you’ll pay for them. The last thing you should do is worry about your finances.
Cordant Wealth Partners
SEPTEMBER 7, 2022
Once in the account, your money grows tax-free, and unlike a traditional 401(k), the funds can be withdrawn without taxes in retirement. 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.)
Cordant Wealth Partners
SEPTEMBER 27, 2021
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. at retirement or upon leaving the company.
Harness Wealth
MARCH 11, 2024
Retirement contributions Individuals can take advantage of various tax-related retirement planning strategies to reduce their taxable income today and post-retirement. The funds, which can be invested similarly to a retirement account, grow tax-free, and withdrawals for qualified medical expenses are also tax-free.
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