Brown Advisory

AUGUST 1, 2019

Moving to a different state, with potentially very different tax treatment for retirement assets, may change the math governing how the decision plays out over time. If the owner is confident that his/her state residency will be consistent , then the decisions regarding conversion can be made with greater confidence.

Planning 52

Planning Distribution Taxes Accounting 52

Brown Advisory

AUGUST 1, 2019

Moving to a different state, with potentially very different tax treatment for retirement assets, may change the math governing how the decision plays out over time. If the owner is confident that his/her state residency will be consistent , then the decisions regarding conversion can be made with greater confidence.

Planning 52

Planning Distribution Taxes Accounting 52

Zajac Group

FEBRUARY 10, 2025

Behavior Finance and Your Portfolio So much of the concept of investing is about logic, math, and numbers. Lets talk a bit about behavior finance as a whole, how it tends to impact those with equity compensation, and a few behavioral biases you may want to address.

Taxes 52

Taxes Risk Tolerance Portfolio Investing 52

Clever Girl Finance

DECEMBER 16, 2023

Once you know your weekly or monthly income, you can do the simple math of calculating how much 70% would be. However, owning property can be a lucrative way to start wealth accumulation over time. More accurately, 70% of your take-home pay, or net income after taxes, not pre-tax income.

Budgeting 96

Budgeting Retirement Accounting Taxes 96