Harness Wealth

NOVEMBER 12, 2024

As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year.

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Prosperity Coaching

MAY 20, 2022

Financial Advisors Selling to Corporate Executives: Financial services are a diverse field because clients can range from blue-collar workers to high-income earners, all with vastly different needs. Read here: This is my 4th post in The Financial Advisor Ideal Client Blog Post Series: How to attract your ideal clients.

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Financial Advisor Financial Services Clients Compensation Planning 52

Darrow Wealth Management

NOVEMBER 17, 2022

Further, both examples ignore other sources of income, such as wages, pre-tax retirement account distributions, dividends, etc., that could increase the tax due from the surtax. Considering tax planning strategies to reduce the impact of the new MA surtax. Financial decisions should be tax- conscious vs tax- driven.

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Taxes Wealth Management Tax Planning Planning 96

Zoe Financial

FEBRUARY 14, 2023

Similarly, filing taxes includes many steps and details everyone needs to know about. However, once you get into the best practices, you can plan ahead and maximize your tools in preparation for every tax season. Tax planning can be overwhelming , but it doesn’t have to be. A financial advisor is like a golf coach.

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Taxes Tax Planning Financial Advisor Planning 52

Cordant Wealth Partners

SEPTEMBER 9, 2022

For savvy Microsoft employees, this additional cash flow can be combined with other benefits (like the Mega Backdoor Roth 401k) to maximize your financial wealth. Planning opportunities with RSUs: Use RSU income to maximize contributions to other benefits programs. 10 years, 15 years, etc.), at retirement or upon leaving the company.

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Engineering Taxes Insurance Accounting 52

Cordant Wealth Partners

SEPTEMBER 27, 2021

This additional cash flow can, for savvy Microsoft employees, be combined with other benefits (like the Mega Backdoor Roth 401k) to maximize your financial wealth. Planning opportunities with RSUs: Use RSU income to maximize contributions to other benefits programs. Savings Opportunities at Microsoft. 10 years, 15 years, etc.),

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Engineering Taxes Insurance Compensation Planning 52