Yardley Wealth Management

MARCH 1, 2022

Part 3: Tax-Wise Financial Planning In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. But tax planning isn’t just for your investments. But we can weave each event into the tax-planning fabric of your financial life.

Financial Planning 52

Financial Planning Taxes Planning Tax Planning 52

Yardley Wealth Management

MARCH 1, 2022

Part 3: Tax-Wise Financial Planning. In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. . But tax planning isn’t just for your investments. Each can translate into tax-planning challenges and opportunities: .

Financial Planning 52

Financial Planning Taxes Planning Tax Planning 52

Cordant Wealth Partners

NOVEMBER 20, 2020

Initially, with top marginal tax rates as high as 90 percent in the 1960s and 70 percent in the 1970s, these plans’ primary benefit was to shift income into lower-tax, retirement years. The longer the tax deferral is in place, the more valuable this is. How long do you have until retirement?

Compensation Planning 52

Compensation Planning Taxes Distribution Planning 52