Nerd's Eye View
JUNE 21, 2024
Also in industry news this week: A recent survey indicates that financial advisors continue to move towards ETFs and away from mutual funds when it comes to client portfolio recommendations, though a majority of advisors continue to see a role for active management in the investment management process A former employee has filed a lawsuit alleging (..)
Darrow Wealth Management
APRIL 21, 2025
Retirement tax planning with Roth conversions There is no one-size-fits-all approach to retirement planning or investing, which is important to keep in mind as Roth conversion strategies gain popularity due to expiring tax cuts.
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Integrity Financial Planning
FEBRUARY 3, 2023
Next, let’s face it, not all of us are exceptional when it comes to math. Taxpayers should always confirm that their math is correct, as this is one of the most common mistakes made when filing. [1] It’s also not a bad idea to review the bank account numbers you included (some of those digits can be lengthy!).
Darrow Wealth Management
SEPTEMBER 7, 2023
Although the spread is still considerable, at the 22% statutory withholding rate for non-qualified stock options (if under $1M), the tax due with simple hypothetical math is ‘only’ about $38,500. That said, tax planning moves done in advance can also easily be negated by a sales plan that’s too bullish.
Zajac Group
FEBRUARY 10, 2025
Behavior Finance and Your Portfolio So much of the concept of investing is about logic, math, and numbers. However, simply avoiding decisions about your equity comp because youre concerned about the taxes involved is not the solution.
The Big Picture
AUGUST 15, 2023
It’s part of their own tax planning. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. RITHOLTZ: But some of these guys are sitting with a lot more than a billion dollars, and why not? Unless they have their own foundation.
Brown Advisory
AUGUST 1, 2019
Paying tax now instead of later goes against the grain of conventional tax planning. the owner plans to spend down the account in retirement), the benefits of converting may be minimal, as those benefits take a long time to accrue.a Some factors to consider: If the ultimate beneficiary is: the account owner (i.e.,
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