Planning Retirement Taxes 
The Big Picture
MARCH 31, 2025
But the way this sell-off feels, and especially how sentiment measures from consumers and CFOs are running on future spending plans and CapEx plans, implies the market is fearing something wicked this way comes. tariff implementation seems to be moving towards the equivalent of a national VAT tax. In a word, the U.S.
Nerd's Eye View
NOVEMBER 25, 2024
Over the past decade, a growing number of advisors have expanded into offering comprehensive financial planning services, reflecting a shift that not only helps them stand out from (increasingly commoditized) portfolio management offerings but also supports clients' broader financial goals.
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Nerd's Eye View
JANUARY 21, 2025
What's unique about Daniel, though, is how his firm has expanded its tax focus to include "in-house" tax return preparation for its clients as a one-stop shop, but actually outsources the tax preparation work itself to trusted CPAs that he pays out of his own revenue (rather than bringing this service fully in-house) so that he can focus his staff (..)
Wealth Management
OCTOBER 4, 2023
Advisors are overdelivering services such as health care, estate and business planning, while falling short in the areas their clients most desire.
Nerd's Eye View
SEPTEMBER 25, 2024
Over the last 60 years, the top Federal marginal tax bracket has steadily decreased from over 90% in the 1950s and 60s to 'just' 37% today. While it's true that the top marginal tax rate has decreased dramatically since the mid-20th century, the difference in the actual tax paid by most Americans has been far more modest.
The Chicago Financial Planner
NOVEMBER 27, 2022
One of the best tax deductions for a small business owner is funding a retirement plan. Beyond any tax deduction you are saving for your own retirement. You deserve a comfortable retirement. If you don’t plan for your own retirement who will? You need to start a retirement plan today.
Abnormal Returns
OCTOBER 28, 2024
artofmanliness.com) Ben Carlson talks about the state of the retirement savings market with Shawn O'Brien, Director of Retirement at Cerulli Associates. advisorperspectives.com) Does risk tolerance change in retirement? advisorperspectives.com) Advisers A plan for onboarding client service associates. signaturefd-3437664.hs-sites.com)
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