📣 Join us this Wednesday at 1 p.m. ET for a special CE-credit webinar with Financial Experts Network and Wade Pfau, Ph.D., CFA, RICP, covering: 👉 Different tax advantages available in the tax code, and how to create tax diversification as a foundation for retirement 👉 Tax-efficient retirement distributions, including effective marginal tax rate management, strategic Roth conversions, and long-term capital gains harvesting 👉 How more tax-efficient retirement distributions using strategic Roth conversions can significantly extend retirement portfolio longevity 👉 Illustrating and modeling the Roth conversion strategy in RightCapital's financial planning software, and more! Register here: https://bit.ly/3YES38o
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Private Wealth Advisor at Confetti Wealth. A Private Wealth Advisory Practice of Ameriprise Financial Services, LLC
Your tax strategy can change dramatically during retirement. In partnership with your tax professional, we can help structure your investments and retirement distributions for tax efficiency. Confetti Wealth, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC #taxstrategy #financialplanning #financialadvisormn
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Do you know how much money you need for a comfortable retirement? Well, then our latest article, “THE TWO-POT RETIREMENT SYSTEM:WHAT’S REALLY COOKING?” could help answer this question. Sheldon Friedericksen, GM of Group Benefits at Fedgroup, unpacks all the pros and cons linked to the new two-pot retirement system. Share your thoughts with us. #FedgroupInsights #Twopotretirement #Retirementsavings
Sheldon Friedericksen, GM of Group Benefits at Fedgroup, delves into the upcoming two-pot retirement system, aiming to reshape the savings landscape. 💡 Don't miss out on the insights about tax implications and the importance of financial literacy. 📈 ➡️ Read the full article here: https://buff.ly/44c6zFe
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Wealth Advisor at Buckingham Strategic Wealth | Helping High-Income Families with Tax Mitigation, Stock, & Executive Compensation Planning
Even for the most diligent savers out there, unforeseen expenses could throw a curveball into your retirement dreams. As financial planning professionals, we find that clients often underestimate taxes when building their retirement plans. Join us next week to learn about Buckingham’s approach to minimizing taxes in our webinar, "5 Steps to Creating a Less Taxing Retirement," presented by our Chief Planning Officer Jeffrey Levine, CFA, CFP®. Register here!
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Experienced Financial Partner | Helping YOU Achieve YOUR Financial Goals | Above the Crowd | Personal CFO
Are you a business owner that doesn’t have a plan in place to sell your business or what happens afterwards? If so, you should attend this webinar. Then afterwards, give me a call and we can discuss where you are in this cycle.
There’s still time to sign up for our upcoming business retirement webinar. Join moderator, journalist Amanda Lang and AVP Tax & Estate Planning Aurèle Courcelles on Thursday February 22, 2024 at 1 p.m. ET as they talk about how to navigate the complexities of exiting a business. Register here: https://ow.ly/69ML50QtlTR
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Taxes and retirement. Is your financial freedom safe?
Are you certain you’ll be able to maintain financial independence throughout your retirement? Do you know what tax implications you'll face with your current retirement plan — or whether it could be more tax-efficient? On this week’s episode of Rethink Your Money, John Hagensen, MSFS, CFP® is joined by Director of Tax Services Benjamin Hake, CPA to discuss all things retirement and tax. Listen here: https://lnkd.in/gMiJUGMb
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Year-end is always an opportune time to think about tax and other planning strategies. From retirement contributions to rebalancing your portfolio, there are several wealth management opportunities that expire at year-end – and once the calendar turns over, the opportunities go with it. Click on the link below to access our year-end financial checklist and prepare for a successful conclusion to 2023!
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The Internal Revenue Service (IRS) announced in November that individuals will be able to increase their contributions to their 401(k) plans in 2024. Details on these and other retirement-related cost-of-living adjustments for 2024 are available on the IRS website: https://buff.ly/40lslEM Do you want to talk about how increased retirement account contributions may impact your overall financial plan? Give us a call: https://buff.ly/4a2E2ET #financialplanning #wealthmanagement
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I've helped Educators get over $15 million in Student Loan Forgiveness | Financial Planner for Teachers | Former teacher helping other educators take control of their money | Certified Student Loan Professional
🚀 Ready to maximize your retirement savings? Convert your 401(k), 403(b), or IRA to a Roth IRA while in the 12% tax bracket in retirement! 💸 Lock in lower taxes and enjoy tax-free growth. Check out my newest article at https://wix.to/b43SmM4 to learn more. #RetirementPlanning #TaxStrategy #FinancialFreedom
Why Roth Conversions In Retirement Are Essential for Maximizing Your Tax Savings
k-12planning.com
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TAXES are probably the biggest expense line in your budget! This is coming up in just a few days. As financial planning professionals, we find that clients often underestimate taxes when building their retirement plans. Learn about Buckingham’s approach to minimizing taxes in our upcoming webinar, "5 Steps to Creating a Less Taxing Retirement," presented by our Chief Planning Officer Jeffrey Levine, CFA, CFP®. Register here!
5 Steps to Creating a Less Taxing Retirement
buckinghamstrategicwealth.com
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True confession- most of my favorite financial planning conversations are when we go deeper into things that people don't often think about. One of these conversations is how to create tax diversification in retirement. Working with your tax professional, there are ways to structure your retirement account investments and distributions in a tax efficient manner.
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