Nerd's Eye View

JUNE 21, 2024

At the same time, they also overwhelmingly recognize the value of financial advisors , not only for increasing their wealth beyond what they could have achieved on their own , but also for helping them feel more prepared and less stressed about their finances!

Financial Planner 246

Financial Planner Financial Advisor Taxes Math 246

Abnormal Returns

AUGUST 5, 2024

(kitces.com) Taxes Following the RMD rules for inherited IRAs may not be optimal. investmentnews.com) On the importance of tax planning in the first few years of retirement. barrons.com) When should you move from a diversified ETF portfolio to direct indexing?

Retirement Planning 173

Retirement Planning Estate Planning Wealth Advisor Tax Planning 173

Nerd's Eye View

SEPTEMBER 16, 2024

robo-managed portfolios) at a lower fee. For example, most Millennial and Gen Z clients can open their own investing account and buy index funds online with only minimal guidance from their advisor, so full-service investing might not offer enough value to a next-generation client to justify an ongoing planning fee.

Clients 246

Clients Planning Tax Planning Management 246

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 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!

Communication 246

Communication Portfolio Management Clients Tax Planning 246

Carson Wealth

JANUARY 8, 2025

One study found that an advisor-managed portfolio could produce an additional 3% value add annually over a self-managed (DIY) portfolio. Holistic Financial Management Beyond investment advice, financial advisors offer comprehensive services such as tax planning, estate planning, and risk management.

Financial Advice 69

Financial Advice Financial Advisor Risk Tolerance Financial Guidance 69

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Financial Planner 189

Financial Planner Financial Advisor Certification Estate Planning 189

Tobias Financial

DECEMBER 20, 2023

As we begin our countdown to 2024, it is a great time to ensure your year-end tax plan is in place. Tax planning is a vital component of meeting your overall financial goals. Our team of professionals is here to assist with your financial and tax planning needs. You can access the webinar recording here.

Tax Planning 52

Tax Planning Taxes Planning Distribution 52

Nerd's Eye View

DECEMBER 25, 2023

We start with several articles on retirement planning: Data showing where American retirees currently stand, from their average net worth to how they spend each hour of the day How, according to a recent study, delaying Social Security benefits typically leads to greater lifetime wealth than claiming benefits early in order to reduce portfolio withdrawals (..)

Financial Advisor 246

Financial Advisor Insurance Financial Planner Clients 246

Nerd's Eye View

OCTOBER 7, 2024

This month's edition kicks off with the news that digital estate planning platform Wealth.com has raised a whopping $30 million in Series A funding, following on the heels of Vanilla's follow-on $20M capital round just a few months ago – which on the one hand reflects the anticipated enthusiasm for solutions that can help advisors efficiently (..)

Clients 246

Clients B2B Estate Planning Planning 246

Harness Wealth

MARCH 27, 2025

Secondary transactions (or Secondaries as theyre known) involve the buying and selling of pre-existing investments in private funds or stakes in the portfolio companies those funds own. Other reasons involve changes in investment strategy, portfolio rebalancing, or a simple desire to exit a specific asset class.

Taxes 52

Taxes Tax Planning Assets Compliance 52

Carson Wealth

JULY 3, 2024

Develop a risk management plan to implement strategies that minimize or eliminate risks, and protect your business with appropriate insurance coverage, such as liability, property and business interruption insurance. Get Help with Tax Planning Tax planning is a critical component of financial management.

Financial Planning 142

Financial Planning Planning Retirement Planning Tax Planning 142

Advisor Perspectives

DECEMBER 26, 2023

Advisors are being asked to provide their clients with a full suite of solutions, ranging from estate and tax planning to portfolio management, and everything in between. Clients are increasingly eager to gain access to fully customizable solutions that meet their individual needs.

Asset Allocation 105

Asset Allocation Portfolio Management Tax Planning Financial Planning 105

Harness Wealth

DECEMBER 8, 2022

Tax loss harvesting involves selling losing investments to offset capital gains, thus limiting the taxes you owe. While it doesn’t always make sense to take a loss on investments, evaluate your portfolio and consider whether selling some poorly performing assets may make sense in your situation. at the federal level.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Carson Wealth

FEBRUARY 4, 2025

While most taxpayers dont need to worry about estate and gift taxes, having significant assets can make them a challenge. Also, like most UHNW individuals, you may have income from several sources like investments, real estate, and business interests that may require special tax planning. And, if the U.S.

Risk Management 52

Risk Management Compliance Taxes Management 52

AdvicePay

JUNE 13, 2024

With the fee-for-service model, you can customize service offerings for clients seeking advice who don’t (yet) have traditional portfolio assets to transfer to your firm’s custodian for full-time management. This approach allows you to engage these clients by charging a fee that’s covered through their monthly cash flow.

Insurance Coverage 87

Insurance Coverage Financial Planning Estate Planning Tax Planning 87

Carson Wealth

JANUARY 28, 2025

When you have the resources to make an impact, this type of planning helps you pinpoint what you want to accomplish for your family, community, and society. Steps to Setting Up a Philanthropy Fund Taking the proper steps in the beginning can give your charitable giving plan a solid foundation.

Risk Management 52

Risk Management Management Nonprofit Compliance 52

Harness Wealth

JANUARY 29, 2025

You should decide whether a traditional IRA or Roth IRA is more advantageous based on your current and expected future tax brackets. Engage in tax-loss harvesting Tax-loss harvesting is a strategy that helps investors reduce their taxable income by leveraging losses in their investment portfolios.

Taxes 52

Taxes Medical Distribution Tax Planning 52

Darrow Wealth Management

JANUARY 30, 2023

Here are some tax planning strategies to consider when you should start drawing from your IRA. Tax planning strategies for required minimum distributions Tax planning shouldn’t stop when you retire. Retirees in a low tax bracket for the year have several planning options to consider.

Distribution 95

Distribution Tax Planning Retirement Taxes 95

Integrity Financial Planning

OCTOBER 9, 2022

Although many investing and wealth-preservation principles apply to anyone – such as developing a tax plan, assessing a portfolio’s risk exposure, and more – there are key risks to be aware of when you have more money and more valuable assets to protect. Being Too Conservative.

Tax Planning 95

Tax Planning Financial Advisor Taxes Wealth Management 95

Nationwide Financial

JANUARY 25, 2023

Here are some key points to use with clients as you help them assess their retirement plans. Review risk tolerance and current asset allocation strategy It’s important to ensure your clients’ portfolios align with their risk tolerance because taking too much risk can negatively impact their ability to navigate market fluctuations.

Risk Tolerance 102

Risk Tolerance Retirement Planning Asset Allocation Retirement 102

Million Dollar Round Table (MDRT)

JULY 21, 2022

Help her focus on immediate needs, pay bills, monitor cash flow and review her investment portfolio. This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning.

Charitable Planning 97

Charitable Planning Estate Planning Retirement Planning Tax Planning 97

Carson Wealth

MARCH 21, 2025

But you might consider increasing your impact by setting up a structured , long-term philanthropic plan such as an endowment. An endowment is a portfolio of assets that is invested to provide support for a cause. Donations to endowment funds are tax-deductible, giving them a place in your overall financial management and tax plan.

Distribution 52

Distribution Nonprofit Government Taxes 52

WiserAdvisor

MARCH 13, 2024

Below are 5 Pillars of retirement planning that should be a part of your retirement plan: Pillar 1: Investment planning Investment planning is one of the most vital pillars of retirement planning, as it offers a roadmap to align your financial resources with your risk appetite and long-term goals.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Harness Wealth

JANUARY 29, 2025

Tax-loss harvesting is a powerful strategy that investors can use to reduce their taxable income. This type of strategy typically involves selling underperforming investments at a loss to offset capital gains (or ordinary income) to optimize portfolio returns.

Taxes 52

Taxes Assets Sales Portfolio 52

Park Place Financial

MARCH 10, 2022

FINANCIAL PLANNING 4 Financial Strategies to Leverage if your Portfolio is Worth Millions Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Financial planning investment strategies can be found at every corner of the Internet, but not all advice applies to every person. Reduce Tax Payments.

Portfolio 52

Portfolio Certified Financial Planner Financial Planner Healthcare 52

WiserAdvisor

AUGUST 31, 2023

They can provide ongoing support so you can continue investing after retirement, monitor market fluctuations, and make necessary adjustments to your retirement portfolio. Your investment risk appetite is lowered, and it is important to readjust your portfolio accordingly. Tax planning is not solely about federal taxes.

Financial Advisor 90

Financial Advisor Retirement Risk Tolerance Estate Planning 90

Ron A. Rhodes

AUGUST 6, 2023

I have increasingly witnessed registered investment adviser (RIA) firms, as well as brokerage firms, generally disavow (often in their client services agreement) any duty to manage the investment portfolios of…

Portfolio 61

Portfolio Management Taxes Clients 61

Talon Wealth

OCTOBER 26, 2023

In that case, you may be sacrificing the return you need for a comfortable life—especially if you plan on living 20-30 years in retirement. That’s why you must actively understand how each investment plays into your portfolio. Consider early retirement tax planning.

Retirement Planning 98

Retirement Planning Retirement Planning Medical 98

Inside Information

JANUARY 31, 2025

Depending on a firms tech strategy, she wrote, advisors may have to log in to the CRM, custodian, portfolio accounting, planning software, tax planning software, estate planning software, social security maximizer software, etc.,

Risk Tolerance 40

Risk Tolerance Consulting Estate Planning Wealth Advisor 40

Darrow Wealth Management

JULY 1, 2024

This tax benefit is scheduled to sunset at the end of 2026. Tax planning for 2026 Depending on your situation, income, and goals, your planning options will vary. As with anything in tax planning, it’s important not to let the tax-tail wag the dog.

Taxes 101

Taxes Tax Planning Planning Estate Planning 101

Yardley Wealth Management

FEBRUARY 15, 2022

The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques In our last piece, we introduced some of the tools of the tax-planning trade. In other words, your tax-planning techniques matter at least as much as the tools.

Taxes 52

Taxes Investing Investments Tax Planning 52

Yardley Wealth Management

FEBRUARY 15, 2022

The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques. In our last piece, we introduced some of the tools of the tax-planning trade. In other words, your tax-planning techniques matter at least as much as the tools.

Taxes 52

Taxes Investing Investments Tax Planning 52

Walkner Condon Financial Advisors

MAY 31, 2024

A little bit of effort and forward thinking during our summer and fall months will lead to a much more palatable and, potentially, financially advantageous tax season the following year. The reason for this is quite simple – tax planning requires actual planning.

Taxes 105

Taxes Financial Advisor Tax Planning Distribution 105

Darrow Wealth Management

SEPTEMBER 26, 2024

This infographic has more on how a brokerage account is taxed. Tax planning opportunities in retirement If you only have assets in tax-deferred accounts, you may have fewer tax planning options in retirement. Tax-deductible contributions means distributions in retirement are taxable as regular income.

Accounting 94

Accounting Retirement Distribution Taxes 94

James Hendries

JULY 13, 2023

A CRT may be partially tax-deductible right away. iii] Another advantage of charitable giving, particularly assets that have appreciated significantly, is reducing the size of your overall taxable estate for estate tax planning. If your estate is subject to estate tax after you die, your wealth could take a 40 percent hit.

Distribution 98

Distribution Taxes Assets Accounting 98

Integrity Financial Planning

AUGUST 28, 2023

This is because they can pay today’s tax rates but re-invest through a Roth so their investments can grow and be withdrawn completely tax-free after 59.5. [1] You are encouraged to consult your personal tax advisor or attorney. appeared first on Integrity Financial Planning, Inc.

Retirement 95

Retirement Taxes Accounting Tax Planning 95

Sara Grillo

APRIL 11, 2022

We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not. Jon Luskin. Rick Ferri.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52