Abnormal Returns

NOVEMBER 10, 2023

open.spotify.com) Bogumil Baranowski talks with Frazer Rice about the distinctions between current and legacy wealth, retirement planning vs. estate planning. Bowman and Christine Hamilton talk with Chris Ailman and Ashby Monk about the importance of fund governance.

Retirement Planning 265

Retirement Planning Estate Planning Economy Media 265

Abnormal Returns

AUGUST 5, 2024

Podcasts Michael Kitces talks divorce planning with Michelle Klisanich who is a Wealth Advisor for Financially Wise Divorce. kitces.com) Matt Zeigler talks with Wade Pfau about managing sequence of returns risk in retirement. investmentnews.com) On the importance of tax planning in the first few years of retirement.

Retirement Planning 174

Retirement Planning Estate Planning Wealth Advisor Tax Planning 174

Nerd's Eye View

OCTOBER 7, 2024

Welcome to the October 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Clients 246

Clients B2B Estate Planning Planning 246

NAIFA Advisor Today

APRIL 20, 2023

is here, but what does that mean for your clients' retirement and estate planning? SECURE 2.0 On Tuesday, May 9, from 12 pm to 3 pm eastern, join NAIFA and the Society of Financial Service Professionals for an Advanced Practice Center live virtual event, as three industry experts discuss the impact of SECURE 2.0,

Estate Planning 92

Estate Planning Retirement Clients Planning 92

Integrity Financial Planning

MARCH 15, 2023

Have you thought about taxes or estate planning or when to withdraw and from where? From retirement income to tax strategies on an investment property, Brian shares what options you might have. Here’s what you’ll learn on today’s show: Why shouldn’t you plan retirement by yourself? (0:12)

Retirement Planning 52

Retirement Planning Retirement Planning Financial Planning 52

Carson Wealth

DECEMBER 8, 2023

Many states also exempt retirement income, which may include Social Security. However, retirement income is generally included for income related monthly adjustment amount (IRMAA) computations to determine if supplemental payments are due for Medicare Part B and Medicare Part D premiums.

Planning 143

Planning Retirement Planning Taxes Retirement 143

WiserAdvisor

NOVEMBER 14, 2023

Retirement planning is an essential aspect of financial security, especially as one transitions from a phase of regular income to relying on savings and investments. The concept of retirement has undergone a significant transformation in recent times. Traditional retirement plans often rely heavily on pension schemes.

Retirement Planning 52

Retirement Planning Retirement Planning Healthcare 52

Carson Wealth

NOVEMBER 5, 2022

Estate Planning isn’t fun to think about. But estate planning is so much more than terminal actions – it helps set a stage for a rich life while protecting against unnecessary taxes and family feuds. . Who needs estate planning? Anyone with dependents, retirement accounts, life insurance or real property.

Estate Planning 52

Estate Planning Planning Retirement Planning Financial Planner 52

Nerd's Eye View

SEPTEMBER 3, 2024

Zack is the Director of Financial Planning and Participant Engagement of Greenspring Advisors, an RIA based in Towson, Maryland, that manages $2 billion of private wealth assets under management for 1,300 client households and advises on an additional $5 billion in retirement plan assets.

Financial Planning 130

Financial Planning Planning Retirement Planning Financial Advisor 130

WiserAdvisor

OCTOBER 4, 2022

Retirement planning can be a bit complex. There are multiple factors to weigh in, right from healthcare and inflation to estate planning, business succession planning, tax planning, and more. However, the main drawback to this can be the lack of foresight regarding what and how to plan.

Budgeting 102

Budgeting Retirement Healthcare Food 102

Carson Wealth

DECEMBER 20, 2024

You can move these large stock holdings to a DAF, get the tax break, and then use the money to make donations every year through your retirement. Your tax footprint for the year can grow substantially, depending on the size of your retirement accounts. government. Converting from a traditional IRA to a Roth IRA is a taxable event.

Financial Planning 98

Financial Planning Planning Estate Planning Taxes 98

Nerd's Eye View

MARCH 27, 2024

One way financial advisors can add value for retiring clients is to estimate how much they can spend sustainably during their retirement years without depleting their investment portfolio. to cover retirement income needs before claiming Social Security benefits).

Retirement 190

Retirement Portfolio Clients Financial Advisor 190

Integrity Financial Planning

MAY 8, 2023

You may know plenty about the differences between traditional IRAs and Roth IRAs, as well as the risks to your IRAs in this market, but what happens to an IRA (or other retirement account) that still has money in it when its owner passes away? 1, 2, 3, 5] [link] [4] [link] The post What Happens to Inherited Retirement Accounts?

Accounting 87

Accounting Retirement Distribution Retirement Planning 87

WiserAdvisor

FEBRUARY 19, 2024

Blind spots in retirement planning are those aspects that are often overlooked, either intentionally or subconsciously. From seemingly harmless low-interest debt to underestimating the emotional impact of transitioning out of the workforce, various factors can disrupt your peace of mind during your retirement years.

Retirement 66

Retirement Retirement Planning Healthcare Estate Planning 66

Integrity Financial Planning

NOVEMBER 20, 2023

One way of thinking about retirement is that it happens in phases. Phase 1: Pre-retirement (Approximately Ages 50-62) This is around the age when you will start to have a sense of what you have saved and what your expenses might look like. When you are 20 years old, it can be hard to picture what retirement might look like for you.

Retirement 88

Retirement Budgeting Medical Distribution 88

Fortune Financial

JULY 28, 2022

Anyone who owns company stock will eventually have to decide how to distribute their assets — typically when there is a job change or retirement involved. Distributions only qualify for NUA treatment if completed after the triggering event (separation from service, reaching retirement, death or disability). Cost Tradeoff.

Taxes 98

Taxes Planning Retirement Planning Distribution 98

Yardley Wealth Management

OCTOBER 7, 2020

The post Is COVID-19 affecting your Retirement Planning? Is COVID-19 affecting your Retirement Planning? Retirement Planning Financial Planning Risk. Over their lifetimes, most people have heard warnings and advice from retirement advisors about various aspects of their plans.

Retirement Planning 40

Retirement Planning Retirement Planning Wealth Management 40

Park Place Financial

SEPTEMBER 8, 2022

ESTATES Family Estate Planning: The 6 Essentials Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. According to one survey, 67% of Americans have no estate plan, which may reflect an aversion to thinking about dying or getting gravely ill. Navigate Family Estate Planning with Park Place Financial .

Estate Planning 52

Estate Planning Planning Certified Financial Planner Medical 52

Fortune Financial

FEBRUARY 4, 2024

With our deep expertise and qualifications in NUA strategies, our experts are adept at navigating the complexities of tax-efficient retirement planning. Explore the Fortune Financial advantage in transforming how you manage your retirement assets and bringing you closer to achieving your financial dreams.

Retirement 59

Retirement Retirement Planning Distribution Taxes 59

Carson Wealth

JANUARY 3, 2023

Many people believe, incorrectly, that estate planning is for older, ultra-wealthy people. But the simple truth is: If you have property, you need an estate plan. Your estate plan is the key to ensuring your wishes are carried out after you die or you’ve become incapacitated and can’t make decisions on your own. .

Estate Planning 52

Estate Planning Planning Insurance Financial Advisor 52

Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you are in the middle of estate planning , consider the following strategies to develop a sound plan amidst widespread economic challenges. . Create a Trust . Charitable Remainder Unitrust .

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

Park Place Financial

SEPTEMBER 8, 2022

ESTATES The 5 Most Common Estate Planning Myths Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Estate planning is a crucial component of financial preparation for many individuals, as it enables their wealth to have a lasting and meaningful impact on their loved ones.

Estate Planning 52

Estate Planning Planning Certified Financial Planner Taxes 52

Carson Wealth

JULY 12, 2022

Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. She reviewed two types of annuity contracts often used for retirement and helped determine which one is the best fit for her client.” . In financial services, you might encounter an LLM in tax or estate planning. .

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Fortune Financial

SEPTEMBER 29, 2022

In our planning with clients, we like to employ a “pay yourself first” approach, especially as it relates to retirement planning. This cycle can repeat itself over multiple years, resulting in minimal or no retirement savings. Planning for retirement is a multi-step process with continuous updates and monitoring.

Retirement 52

Retirement Portfolio Retirement Planning Investing 52

WiserAdvisor

JULY 27, 2023

This advanced language processing technology has also greatly impacted the financial advisory sector, prompting a critical question: Can ChatGPT replace human financial advisors in retirement planning? Personalized guidance, empathy, and a deep contextual understanding are integral to effective retirement planning.

Retirement Planning 40

Retirement Planning Financial Advisor Retirement Planning 40

WiserAdvisor

JANUARY 16, 2024

Preparing for retirement is a significant life transition that demands a clear understanding of your financial situation. This data can serve as a baseline for tailoring your retirement plan, taking into account factors such as inflation, your current age, and your desired retirement age.

Retirement Planning 40

Retirement Planning Retirement Planning Financial Advisor 40

Carson Wealth

JANUARY 4, 2024

Which decade should you really start to plan for retirement? Planning in Your 20s Is youth wasted on the young? Start building retirement assets: Hopefully your career is blossoming and you’re able to set aside money. This means increasing how much you’re saving for retirement.

Financial Planning 96

Financial Planning Planning Retirement Estate Planning 96

Carson Wealth

APRIL 25, 2024

Retirement planning: Calculate retirement needs and contribute regularly to retirement accounts. Tax Planning: Optimize tax efficiency through strategies such as retirement contributions, tax-deferred accounts, and deductions and credits. What Could Happen if You Don’t Have a Financial Plan?

Financial Planning 97

Financial Planning Planning Retirement Insurance Coverage 97

Yardley Wealth Management

JUNE 6, 2023

Secure Your Financial Legacy When planning for your legacy, it’s important to consider various financial aspects. Here are some additional details and keywords to help guide you: Estate planning involves creating a plan for the management and distribution of assets after death.

Certified Financial Planner 52

Certified Financial Planner Estate Planning Retirement Planning Financial Advisor 52

Walkner Condon Financial Advisors

NOVEMBER 11, 2022

As we look forward to 2023, the IRS recently announced that the contribution limits for employer-sponsored retirement plans are going up. You may want to review your contribution amounts and adjust for January payrolls if your goal is to maximize funding your retirement plan contributions. . TAX AND ESTATE PLANNING.

Insurance Coverage 98

Insurance Coverage Retirement Planning Financial Advisor Taxes 98

Tobias Financial

AUGUST 19, 2024

Estate planning is a critical component of a successful financial strategy. Whether you’ve been putting off your estate plan for years or you’re considering an update due to changes in your family circumstances, it’s essential to keep your plan current. Take a moment to review the checklist.

Estate Planning 52

Estate Planning Planning Retirement Planning Retirement 52

Million Dollar Round Table (MDRT)

JULY 21, 2022

This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning. Discuss more advanced estate planning, charitable planning and special family issues.

Charitable Planning 78

Charitable Planning Estate Planning Retirement Planning Tax Planning 78

Yardley Wealth Management

SEPTEMBER 14, 2020

Understanding the benefits and details of a SEP IRA before committing to this retirement savings vehicle. Understanding the benefits and details of a SEP IRA before committing to this retirement savings vehicle. Retirement Planning, Income Taxes. Our law firm is Yardley Estate Planning, LLC and is in the same place.

Retirement 52

Retirement Retirement Planning Wealth Management Estate Planning 52

WiserAdvisor

AUGUST 26, 2022

Plan wisely for your retirement. Retirement planning is essential for everyone, but it is especially crucial if you manage your finances independently. So, if you decide on DIY financial planning, devise strategies to save and invest money for your retirement. You are nearing retirement.

Management 101

Management Financial Advisor Financial Planning Retirement Planning 101

Fortune Financial

JUNE 2, 2023

Unlocking the Power of Net Unrealized Appreciation (NUA) Many workers receive company stock as part of their compensation package or can take advantage of a company 401(k) plan, choosing from a menu of mutual funds, exchange-traded funds and company stock for their investments. What is Net Unrealized Appreciation?

Retirement Planning 52

Retirement Planning Distribution Retirement Taxes 52

NAIFA Advisor Today

FEBRUARY 15, 2023

Ike is highly skilled in analyzing long-term care insurance, Medicare supplement coverage, disability insurance, life insurance, and retirement planning. As a Financial Services Professional for Ike Trotter Agency , he provides healthcare, risk management, and "basic" estate planning solutions to families and small businesses.

Estate Planning 52

Estate Planning Financial Consultant Retirement Planning Financial Services 52

eMoney Advisor

FEBRUARY 9, 2023

Starting Out clients are likely to be digitally-fluent, so putting this type of responsibility on them isn’t overly burdensome and can create major efficiencies in your planning processes. Holistic planning will be a valuable way for you to address this broad range of needs.

Financial Planning 95

Financial Planning Clients Planning Education 95