YourMoney.com 2024 Awards' winner spotlight: PensionBee named Best Pension Platform – Large Portfolio https://lnkd.in/e53gjsrR #pensions #bestpensionplatform
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Happy #NationalFinancialAwarenessDay! Remember, a well-planned financial future can help you turn your retirement years into a vacation-filled dream. Visualize your goal, understand your current standing, and then make decisions that steer you in the right direction. It's not just about making money but also about making memories. Let's ensure financial decisions today don't cast a cloud over our sunny tomorrows. Plan wisely, live freely. #FinancialFreedom #DiamondYears #SFAWealth https://lnkd.in/eWivrqif
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Happy #NationalFinancialAwarenessDay! Remember, a well-planned financial future can help you turn your retirement years into a vacation-filled dream. Visualize your goal, understand your current standing, and then make decisions that steer you in the right direction. It's not just about making money but also about making memories. Let's ensure financial decisions today don't cast a cloud over our sunny tomorrows. Plan wisely, live freely. #FinancialFreedom #DiamondYears #SFAWealth https://lnkd.in/gMUNhN9W
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I've posted about our consumer blogs many times this year, but we have recently launched our technical blog page on our website. Check out our #IndividualAccountabilityFramework and #Pensions blog material posted so far this year. If there is something you want to hear our thoughts on in 2024, let me know! #Insurance
Last week, Insurance Ireland was delighted to launch a new page on its website for technical blog material. The page already contains material relating to the Individual Accountability Framework and changes to pensions that need to be implemented by 1st January 2024 as a result of IORP II requirements. Insurance Ireland will continue to post technical blogs on this page into 2024 and beyond, so let a member of the team know if there is a topic you would like to see covered. #Insurance #IORPII #IndividualAccountabilityFramework #IAF
Blog
insuranceireland.eu
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Mother |Entrepreneur | Financial Professional | Women in Business | Helping families and small business owners diversify their portfolio.
Navigating the world of personal finance can be challenging, especially when confronted with common misconceptions that often cloud our judgment. Have you heard of these common myths? Myth 1: “I Don’t Make Enough Money to Save” Myth 2: “I Can Start Saving for Retirement Later” Myth 3: “Budgeting is Too Restrictive” Check out these and other money myths and how they are debunked, providing a clear and straightforward roadmap for achieving financial clarity and success. Which one made you re-think what you were taught? 🤔 https://lnkd.in/es9NYerc #mythsvsfacts #money #financialliteracy #thetruth #financialindependence #knowledgeispower📚
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Private pensions can be an efficient way to pass on wealth, but it is important to consider what, if any, tax will be payable on a private pension you inherit. The person who died will usually have nominated you by telling their pension provider that you should inherit any monies left in their pension pot. If the nominated person can’t be found or has since died, the pension provider may make payments to someone else instead. #Pensions #InheritedPensions
Tax on inherited private pensions
smitheandco.com
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As Asia's leading fee-only wealth advisory firm, we have helped many of our affluent clients include the CPF in their comprehensive wealth plan for over two decades. In light of the recent changes to CPF in Budget 2024, we have refreshed our 7-part series on understanding CPF for retirement, and we are excited to share part 5 of the video in this series. When deciding between the Basic or Standard CPF LIFE plan, the key lies in the details. Watch this short video snippet, which sheds light on the decision-making process through calculations, helping you determine which CPF LIFE plan best suits your retirement needs and goals. With a minefield of financial misinformation out there, we promise to be a safe pair of hands and a second pair of eyes to help you avoid costly financial mistakes. To receive first-hand wealth insights from our team of experts, subscribe to our weekly newsletter here: https://lnkd.in/eFp5W4Kp
Understanding CPF 2024 Part 5: Should You Choose the Basic or Standard Plan?
https://providend.com
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Not in the NIC of time A useful new web tool has emerged, a little late in the game, in a joint effort from two government departments. Read the full article here along with the rest of our June news update: https://lnkd.in/g7K4mQV2 #BGM #NIC #HMRC #DWP #nationalinsurance
Not in the NIC of time
bgm.co.uk
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Private pensions can be an efficient way to pass on wealth, but it is important to consider what, if any, tax will be payable on a private pension you inherit. The person who died will usually have nominated you by telling their pension provider that you should inherit any monies left in their pension pot. If the nominated person can’t be found or has since died, the pension provider may make payments to someone else instead. #Pensions #InheritedPensions
Tax on inherited private pensions
inspiredas.co.uk
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Financial & Tax Advisor | Fiduciary | Veteran-Owned Business | Serving Military, First Responders, Individuals, & Business Owners
I am a dedicated Fiduciary Tax and Retirement Planner with extensive experience in helping clients plan for their financial futures. I specialize in creating personalized, comprehensive retirement plans tailored to meet individual needs and goals. I am committed to acting in the best interests of my clients, providing unbiased advice, and ensuring their assets are managed effectively. As a fiduciary, I am bound by law to act in the best interests of my clients. This means I am accountable for ensuring your retirement funds are invested wisely, managed efficiently, and taxed appropriately. Whether you're just starting to think about retirement or already there, I can help you navigate through the complexities of tax laws, investment options, and retirement strategies. My aim is to help you understand your financial situation and make informed decisions that will benefit your financial health in the long run. If you're looking for a dedicated, trustworthy advisor to guide you through your retirement planning process, feel free to connect with me. Let's plan for a secure and comfortable retirement together. Call at 480-270-2802 Visit us on our website: https://lnkd.in/gghwGBXG #Fiduciary #TaxPlanning #RetirementPlanning #FinancialAdvisor#law #assets #advice #goal #future #goals #client #futures #planner #experience #clients #retirement #retirementstrategy #investmentoptions #investmentoption #taxlaw #taxlaws #retirementfund #retirementfunds #retirementplan #retirementplans #beaccountable #investwisely #beto #informeddecision #informeddecisions #financialsituation #bestinterest #financialfuture
The Top Five New Tax Papers
taxprof.typepad.com
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Having a tax-free Roth IRA can make a significant difference when it comes to your retirement. Download our free Ultimate Guide to Roth IRAs to learn the rules of Roth contributions and conversions, and how you can take advantage of the financial benefits a Roth IRA has to offer. https://lnkd.in/g3CZr3Yi
The Ultimate Guide to Roth IRAs | Pure Financial
https://purefinancial.com
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