Harness Wealth

APRIL 17, 2025

The calculation becomes increasingly complex for higher-income taxpayers , as it introduces factors such as W-2 wages paid to employees, the unadjusted basis of qualified property, and retirement plan contributions. These variables can significantly impact the final deduction amount, necessitating strategic planning to optimize this benefit.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

WiserAdvisor

FEBRUARY 19, 2024

Blind Spot 3: Inadequate estate planning In today’s age, where 60 is the new 50 and people are more active and health-conscious than ever before, it is common to think that estate planning can wait. Life is inherently unpredictable, and unanticipated circumstances can arise at any moment.

Retirement 66

Retirement Retirement Planning Healthcare Estate Planning 66

WiserAdvisor

NOVEMBER 14, 2023

By utilizing tax-advantaged retirement accounts such as IRAs, 401(k)s, or pension plans, individuals can significantly reduce their tax burden both before and after retirement. Moreover, strategic retirement planning includes aspects of estate planning, which can have complex tax implications.

Retirement Planning 52

Retirement Planning Retirement Planning Healthcare 52

Midstream Marketing

AUGUST 13, 2024

Introduction In financial services, finding the right clients requires a smart marketing plan. It is important to show your skill in financial planning. This shows that you are a trusted expert in financial services. However, offline marketing strategies still play a role for financial advisors.

Financial Market 52

Financial Market Planning Marketing Marketing 52