The Big Picture
MARCH 31, 2025
As the chart at top implies, it appears that the economic changes are not a one-time adjustment but a permanent tax on consumption. tariff implementation seems to be moving towards the equivalent of a national VAT tax. tariff implementation is not the equivalent of a national VAT tax. In a word, the U.S.
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 (..)
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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.
Nerd's Eye View
SEPTEMBER 29, 2022
As an individual begins planning for retirement, one of the factors often considered is whether (and where) they might relocate to enjoy their retirement. a state’s income tax rules can have a significant impact on where they might choose to live. When evaluating their potential options across the U.S.,
The Chicago Financial Planner
FEBRUARY 8, 2023
You’ve paid Social Security taxes over the course of your working life and you’ve earned these benefits. Many retirees and others collecting Social Security wonder about the tax treatment of their benefit. The answer to the question in the title is that your Social Security benefits may be subject to taxes.
Nerd's Eye View
NOVEMBER 25, 2024
To start, Taylor refined his ideal client profile to focus on those he could best serve: diligent savers over age 50 with a retirement nest egg between $2M and $10M. These clients, typically in or near retirement, face key challenges like reducing taxes, managing investment risk, and maximizing income.
Abnormal Returns
FEBRUARY 7, 2024
open.spotify.com) Taxes What happens if you don't file and/or pay your taxes. financialducksinarow.com) Who pays taxes on Social Security benefits? whitecoatinvestor.com) Aging These are the four phases of retirement. theretirementmanifesto.com) What you need to know about health care if you retire before age 65?
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