Distribution Financial Planner Tax Planning 
Nerd's Eye View
NOVEMBER 15, 2024
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the latest Fidelity RIA Benchmarking Study shows that while RIAs saw gains in AUM and revenue last year, their operating margins tightened, suggesting that rising expenses are cutting into firm profits.
Nerd's Eye View
NOVEMBER 18, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that AdvisorTech giant Envestnet has announced a partnership with New Zealand-based FNZ that will allow Envestnet to offer custodial services to advisors beginning in the second half of 2023.
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Nerd's Eye View
JULY 12, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that at a time when employee retention has heightened importance for advisory firms given the ongoing competition for advisor talent, recent studies indicate that factors such as firm culture and leadership, as well as providing advisors (..)
Nerd's Eye View
JANUARY 31, 2024
This shift has led financial advisors to explore new strategies for mitigating the resulting tax-planning challenges. This allows the account to grow on a tax-deferred basis, with income to beneficiaries being taxed when distributions are made.
Financial Symmetry
FEBRUARY 27, 2025
Key among them are the options to roll over the account into their own IRA, keep it as an inherited IRA, or consider varying stances based on the decedents Required Minimum Distributions (RMDs). Unlike non-eligible beneficiaries who are limited to a strict ten-year distribution period, EDBs can choose from various withdrawal schedules.
Park Place Financial
MARCH 16, 2022
FINANCIAL PLANNING 4 Areas Your Financial Planner Should Cover as a High-Net-Worth Individual Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Given the complex nature of their portfolios, HNWIs require assistance from experienced financial planners who understand their unique situations and needs.
Carson Wealth
NOVEMBER 3, 2022
Use a qualified charitable distribution (QCD) from your individual retirement account (IRA). If you are age 70 ½ or older, you can transfer money from your IRA to a charity as a qualified charitable distribution (QCD), which makes it tax-free up to $100,000 ($200,000 if you file jointly).
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