WiserAdvisor

MARCH 13, 2024

Health insurance can be instrumental in tackling the escalating costs of healthcare. Insurance serves as a crucial safety net and shields your retirement savings from being depleted by unforeseen medical expenses. Asset diversification is an essential component of effective tax planning.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Carson Wealth

JUNE 28, 2023

Your retirement income plan may be sending up bubbles, too, whether around Social Security, retirement account distributions, taxes or somewhere else – and these holes need to be patched up right away. So, to help your retirement plan be more airtight, let’s look at a few of the common leaks.

Retirement Planning 52

Retirement Planning Retirement Planning Distribution 52

eMoney Advisor

FEBRUARY 9, 2023

Financial Planning Needs: Retirement planning Education and family planning Obtaining appropriate insurance coverage Business and tax planning Significant asset purchases Strategies for Serving Clients in This Stage: Clients at this stage are experiencing life events — both large and small — that will impact their financial planning needs.

Financial Planning 95

Financial Planning Clients Planning Education 95

Harness Wealth

OCTOBER 24, 2024

These forms include: 1099-NEC (Non-Employee Compensation): Reports payments made to independent contractors or freelancers for services performed that total $600 or more in a tax year. 1099-DIV (Dividends): Reports dividends and other distributions from investments, typically received from stocks or mutual funds.

Taxes 52

Taxes Insurance Insurance Coverage Medical 52

Cordant Wealth Partners

AUGUST 16, 2024

So, if you separate from the company near the end of the year, earning a full year of salary plus severance payouts, you could be pushed into a higher tax bracket. Tax planning for a transition out of Intel is critical. 18 months of coverage is being offered for COBRA plus a $20k Healthcare bonus.

Planning 52

Planning Retirement Taxes Accounting 52

Cordant Wealth Partners

DECEMBER 2, 2022

So, if you separate from the company near the end of the year, earning both a full year of salary plus severance payouts, you could be pushed into a higher tax bracket. Tax planning for a transition out of Intel is critical. The bottom line, working that extra day could mean paying a whole lot less in taxes.

Planning 52

Planning Retirement Taxes Accounting 52