Please congratulate Molly E. Myers CFP®,CLU in her promotion to Senior Wealth Management Advisor! Molly has over 20 years of experience in the wealth management industry with a focus on financial planning, insurance planning, charitable giving, and Medicare.
Congrats Molly!!!
The #IRS proposes regulations identifying certain Charitable Remainder Annuity Trusts be considered "listed transactions.” Find out the implications in our latest IRS Insights Newsletter.
Congratulations to Tim Lonergan, CFP®, CPWA® on his promotion to Senior Financial Planner! In this role, Tim helps clients understand the various aspects of the financial planning process, including taxes, executive compensation, Social Security and Medicare planning, charitable giving, and more. He also spearheads the firm’s educational initiatives related to financial planning. Please join us in congratulating Tim in the comments below ⬇️ #promotion #seniorfinancialplanner #wealthmanagement
The #IRS proposes regulations identifying certain Charitable Remainder Annuity Trusts be considered "listed transactions.” Find out the implications in our latest IRS Insights Newsletter.
💖🏠 Thinking about giving back in retirement? Charitable giving may be both fulfilling and tax-efficient. Let's explore how you can help incorporate philanthropy into your financial plan! Call us at (971) 404-8662 #finance #charitablegiving #retirementplanning
I help individuals and businesses in marketing and tech build, preserve, use and share their wealth. Financial Planning | Investment Management | Risk Management | Cash Management | Get in touch and see if we're a fit.
Financial Planning areas and topics covered so far this week: 💰 Tax-loss harvesting 💰 Charitable giving via donor advised funds 💰 Charitable giving via qualified charitable distributions from retirement accounts 💰 Roth IRAs and conversions 💰 Diversifying out of specific industry sectors 💰Municipal bonds for tax-exempt income 💰 Paying for vacations 💰 Life insurance If we can ever be helpful as it relates to personalized financial planning and wealth management, please get in touch.
Through generosity, you have the power to do good, to make a difference, and to feel good about yourself. For many high-net-worth investors, charitable giving may be a meaningful part of a long-term retirement, estate, and tax planning strategy. Contact us as we explore the possible ways of integrating philanthropy into your estate planning journey. https://hubs.ly/Q02s9Ny-0 #EstatePlanning #WealthManagement #LegacyPlanning
This week, John Norberg discusses Qualified Charitable Distributions. How can you use it in your strategy to save on taxes in retirement and increase the impact of your charitable giving? Find out in this week's video. Have questions? Feel free to contact us or send us a message! Subscribe to my YouTube channel for weekly videos where I demystify financial concepts, so you don't have to. https://hubs.la/Q02cm1-20 #NorbergWealth #FinancialProf #FinancialAdvisor #QCDs
Happy birthday QCDs!!! The Pension Protection Act of 2006, signed into law today 17 years ago, established Qualified Charitable Distributions (QCDs). If you are philanthropically inclined and over 70.5, check out this tax-advantaged vehicle to increase your impact and/or reduce your taxes. #wealthplanning #rias #privatebanking
Here's a great breakdown of one of our charitable and tax-efficient strategies!
There are a number of tools that financial advisors can use to help their clients' beneficiaries circumvent the tax burden (as well as other potential challenges) associated with inheriting retirement accounts. More importantly, using various tax-efficient "Give It Twice" charitable tools allows financial advisors to help their clients create comprehensive estate plans that can benefit both their loved ones and the causes that are most meaningful to them In this guest post, Kathleen Rehl, a "reFired" financial planner and author of "Moving Forward on Your Own: A Financial Guidebook for Widows", shares her story of how (and why) she used a T-CRUT to create, upon her passing, a steady stream of income for her son, thus preserving the wealth of his legacy over time, avoiding the income tax burden that he would potentially encounter as the sole beneficiary of her IRA, and leaving a portion of that account to various nonprofits she supports. https://bit.ly/3SijhNl #advicers
📚 Attorneys, how are you planning for the year-end tax season? From retirement contributions to charitable donations, there's plenty to consider! Share your strategies, and be sure to check our latest guide for specialized insights to save on taxes. #LegalProfessionals #YearEndPlanning
Managing Director - Pacer ETFs
2moCongratulations Molly!