Distribution, Financial Planner and Tax Planning

Weekend Reading For Financial Planners (November 16-17, 2024)

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.

Financial Planner

Financial Planner Asset Allocation Taxes Tax Planning

Weekend Reading For Financial Planners (Nov 19-20)

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.

Financial Planner

Financial Planner Tax Planning CFP Taxes

Weekend Reading For Financial Planners (July 13-14)

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 (..)

Financial Planner

Financial Planner Clients Tax Planning Accounting

Webinars

What Your Financial Statements Are Telling You—And How to Listen!

How To Avoid Pitfalls In Automation: Keep Humans In The Loop

Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management

MORE WEBINARS

Reversing a Roth IRA Conversion

Harness Wealth

APRIL 16, 2025

The Tax Cuts and Jobs Act of 2017 eliminated recharacterization, transforming Roth conversions into permanent decisions requiring thorough analysis before execution. Roth IRAs offer unique advantages including tax-free growth, no required minimum distributions during the owner’s lifetime, and potential tax benefits for heirs.

Taxes

Taxes Retirement Retirement Planning Distribution

3 Nontraditional Ways to Give That Still Qualify for a Tax Deduction

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).

Taxes

Taxes Distribution Accounting Nonprofit

4 Financial Strategies to Leverage if your Portfolio is Worth Millions

Park Place Financial

MARCH 10, 2022

Taxes are inevitable, but the amount you pay each year doesn’t have to be. There are several actions you can take to avoid higher tax rates and retain more money, including: . Distributing tax-smart assets into the different tax categories (taxable, tax-deferred, and tax-free) to limit liability .

Portfolio

Portfolio Certified Financial Planner Financial Planner Healthcare

Tax Advisor Q&A: How to Build Better Tax Client Relationships Through Life Event Planning

Harness Wealth

SEPTEMBER 18, 2024

These numbers show an opportunity for tax practices to build deeper, meaningful relationships with their clients, helping them to navigate some of life’s most challenging financial decisions. And you’ll see in our Q&A below, that tax advisors can bring estate planning into the conversation early on in a client relationship.

Taxes

Taxes Clients Planning Estate Planning

What is a Financial Plan, and How Do I Make One?

Harness Wealth

JUNE 9, 2023

Table of Contents What is a Financial Plan? Why is Financial Planning so Important? Crafting Your Personalized Financial Plan: A Step-by-Step Guide The Role of a Wealth Manager or Financial Planner Harness Wealth Can Help What is a Financial Plan?

Financial Planning

Financial Planning Planning Financial Planner Wealth Management

Financial Planning for Entrepreneurs

WiserAdvisor

JULY 1, 2022

Be it insuring your business, raising debt, lining up investors to invest their money, or managing equity, financial planning in business is as essential as personal financial planning. A well-tailored financial plan here becomes paramount. . Financial planning tips for entrepreneurs.

Financial Planning

Financial Planning Planning Financial Planner Retirement

Tax Strategies to Grow Your Wealth

Zoe Financial

APRIL 17, 2023

Besides meeting all the requirements for this date, have you considered the impact of implementing long-term tax strategies on your wealth? Taking steps now can set you up for financial success and security. So take advantage of the opportunity to optimize your tax planning and maximize your financial growth potential.

Taxes

Taxes Retirement Accounting Tax Planning

How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

SEPTEMBER 25, 2023

Key Credentials Financial certifications, also called financial designations, are credentials that investment and financial industry professionals use, according to Investopedia. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

Wealth Management

Wealth Management Management Risk Tolerance Retirement Planning

Workable Wealth Investing Series: What Investment Strategies Should I Use?

Workable Wealth

SEPTEMBER 16, 2020

Remember, each strategy has its pros and cons so the best way to maximize them is working with a financial planner who’ll help your portfolio reflect the right risk with your financial goals. The type of stock that is right for you comes down to your risk tolerance, investment goals, tax plan, and investment horizon. .

Investments

Investments Investing Asset Allocation Risk Tolerance

How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

SEPTEMBER 25, 2023

Key Credentials Financial certifications, also called financial designations, are credentials that investment and financial industry professionals use, according to Investopedia. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

Wealth Management

Wealth Management Management Risk Tolerance Retirement Planning

What to Do If You Are 50+ With Over $2 Million in Your 401(k)

WiserAdvisor

SEPTEMBER 27, 2023

Start tax planning A traditional 401(k) is a pre-tax account. This tax-advantaged account offers you a tax deduction in the year you contribute. However, when you start withdrawing from your 401(k) in retirement, your withdrawals are subject to income tax. However, there is a trade-off to consider.

Risk Tolerance

Risk Tolerance Retirement Taxes Retirement Planning

Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA

Sara Grillo

APRIL 11, 2022

An hourly financial advisor is someone who provides financial advisor for a set hourly rate. These services often include recommendations on investments, financial planning, retirement, Social Security, Medicare, tax planning, and other wealth-related topics. Hourly financial advisors are not common.

Financial Advisor

Financial Advisor Portfolio Clients Management

Using A Testamentary Charitable Remainder Unitrust (T-CRUT) To Give Twice To Both Loved Ones And Charitable Organizations

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 Advisor

Financial Advisor Estate Planning Nonprofit Financial Planner

Navigating Your Options as an Eligible Designated Beneficiary with Grayson Blasek and Matthew Schulman, Ep #234

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.

Distribution

Distribution Tax Planning Taxes Accounting

4 Areas Your Financial Planner Should Cover as a High-Net-Worth Individual

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.

Financial Planner

Financial Planner Estate Planning Certified Financial Planner Retirement Planning

The 5 Pillars of Retirement Planning You Should Be Aware of

WiserAdvisor

MARCH 13, 2024

With proper planning and professional advice, you can enjoy a secure and fulfilling retirement while effectively managing your healthcare costs and ensuring peace of mind for the future. Pillar 3: Tax planning Tax planning is indispensable for optimizing your retirement finances and safeguarding your wealth for the future.

Retirement Planning

Retirement Planning Retirement Planning Estate Planning

Transcript: Tom Rampulla

The Big Picture

OCTOBER 19, 2022

And so we don’t do the payment for distribution. There is that same payment for distribution service, the mutual funds. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? That’s right, Barry.

Financial Advisor

Financial Advisor Clients Taxes Investing

Financial Planning for High-Net-Worth Individuals

WiserAdvisor

JULY 24, 2022

If you are a high-net-worth individual and wish to learn about wealth preservation, tax-saving strategies, and management of large estates; engage the services of a wealth advisor who can advise you on the same. Keep reading to know more about the financial planning process for high-net-worth individuals and how it can benefit you: 1.

Financial Planning

Financial Planning Planning Financial Planner Estate Planning

Net Unrealized Appreciation (NUA):Maximizing Retirement Savings

Fortune Financial

FEBRUARY 4, 2024

The retirement plans that can include company stock are 401(k), profit-sharing plans, stock bonuses and ESOP plans. The NUA is calculated by taking the cost basis of the employer stock in the plan and subtracting the amount from the stock’s fair market value at the time of distribution.

Retirement

Retirement Retirement Planning Distribution Taxes

Estate Planning: A Key Part of Any Financial Plan

Harness Wealth

JUNE 23, 2023

It involves deciding how your assets will be distributed upon your death or incapacitation. Furthermore, estate planning includes aspects such as tax minimization strategies, asset protection, and charitable giving. There are many different types of trusts, each designed to address specific estate planning needs.

Estate Planning

Estate Planning Financial Planning Planning Taxes

8 Ways to Pass on an Inheritance

WiserAdvisor

MAY 11, 2023

A financial advisor can offer guidance on how to transfer assets through an inheritance. They can also help with tax planning, ensuring that the transfer of assets is done in a way that minimizes tax liability for both the estate and the beneficiaries. These are: 1. There are primarily three types of inheritance laws: a.

Distribution

Distribution Insurance Taxes Financial Advisor

Financial Advisor Source

Weekend Reading For Financial Planners (November 16-17, 2024)

Weekend Reading For Financial Planners (Nov 19-20)

Webinars

Trending Sources

Weekend Reading For Financial Planners (July 13-14)

Webinars

Reversing a Roth IRA Conversion

3 Nontraditional Ways to Give That Still Qualify for a Tax Deduction

4 Financial Strategies to Leverage if your Portfolio is Worth Millions

Tax Advisor Q&A: How to Build Better Tax Client Relationships Through Life Event Planning

What is a Financial Plan, and How Do I Make One?

Financial Planning for Entrepreneurs

Tax Strategies to Grow Your Wealth

How to Choose the Right Wealth Management Firm in Kansas City

Workable Wealth Investing Series: What Investment Strategies Should I Use?

How to Choose the Right Wealth Management Firm in Kansas City

What to Do If You Are 50+ With Over $2 Million in Your 401(k)

Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA

Using A Testamentary Charitable Remainder Unitrust (T-CRUT) To Give Twice To Both Loved Ones And Charitable Organizations

Navigating Your Options as an Eligible Designated Beneficiary with Grayson Blasek and Matthew Schulman, Ep #234

4 Areas Your Financial Planner Should Cover as a High-Net-Worth Individual

The 5 Pillars of Retirement Planning You Should Be Aware of

Transcript: Tom Rampulla

Financial Planning for High-Net-Worth Individuals

Net Unrealized Appreciation (NUA):Maximizing Retirement Savings

Estate Planning: A Key Part of Any Financial Plan

8 Ways to Pass on an Inheritance

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