Wealthfront

JANUARY 13, 2023

Tax season is here and it’s time to start thinking about your 2022 tax return. Working on your taxes might seem intimidating, but it doesn’t have to be. Here are eight ways you can get ready for Tax Day, whether you’re working with an accountant or using tax preparation software like TurboTax. Mark your […].

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Integrity Financial Planning

NOVEMBER 14, 2023

We’re coming up on the end of the year, and while it’s a time to take a break and enjoy the holiday season, it’s also a good time to consider tax strategies that may benefit you. Gift Tax Exemptions Each year, you can give up to $17,000 to any number of people tax-free.

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FMG

FEBRUARY 20, 2024

For advisors, there’s one season out of the year that creates a buzz and is the perfect time to boost engagement: tax season. Why Tax Season is Great for Engagement Tax season is a hectic time for people because they want to ensure their taxes are done right. 5 Tips to Engage Prospects During Tax Season 1.

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Indigo Marketing Agency

JULY 23, 2020

Financial advisor blogging really isn’t complicated, however, many advisors who are just getting started with their marketing know they should be producing content, but they have no idea what to write about. Today we’re going to answer the age-old question “Why should advisors have a blog?” A blog keeps you top of mind.

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Advisor Rankings

NOVEMBER 21, 2021

What’s relevant during tax season? An editorial calendar is a calendar filled with a schedule of upcoming blog posts. The calendar you use will vary depending on the objective of your blog, the type of organization you work for, and the kind of content you create. How can we help newlyweds save for their first home?

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Integrity Financial Planning

JUNE 12, 2023

As you plan for retirement, it’s important to consider tax optimization strategies to minimize your tax liabilities. Here are three key ways to optimize taxes in retirement, based on information from sources published between 2022 and 2023.

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Wealthfront

MARCH 6, 2023

However, if you were a Wealthfront client in 2022, all of that volatility had a significant silver lining in the form of Tax-Loss Harvesting. Billion in Losses To Lower Clients’ Taxes In 2022 appeared first on Wealthfront Blog. Last year […] The post Wealthfront Harvested $1.5

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Wealthfront

APRIL 11, 2024

Wealthfront’s Tax-Loss Harvesting is designed to help lower your tax bill without any extra effort and at no additional cost.

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Wealthfront

JULY 28, 2022

Taxes often signal good news for investors: they’re usually a sign you’re making money. At the same time, taxes can also eat into your returns and reduce the amount of earnings that you get to keep. Fortunately, there’s a lot you can do as an investor to lower your tax bill and invest more tax-efficiently. […].

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Integrity Financial Planning

FEBRUARY 26, 2023

Tax season is fast approaching, so you may find yourself with some important tax questions. This article will cover some of the pitfalls of this process to make sure that you get the most out of your taxes this year. It’s best to be patient and ensure that you have all the documents that you need for submitting your taxes. [1]

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Wealthfront

MARCH 10, 2022

The experience of filing your tax return can range from a minor hassle to a major headache. If your taxes are feeling overwhelming, you might wonder if you need the help of a tax professional like an accountant. For many people, online tax filing software gets the job done just fine. appeared first on Wealthfront Blog.

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Integrity Financial Planning

SEPTEMBER 19, 2022

Taxes are among the most common concern for people in retirement. You might be wondering how to start thinking about your tax strategy so you aren’t taxed more than you need to be. These three mistakes can help start the conversation about what a comprehensive tax strategy might look like for you. Taking Too Much Income.

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Wealthfront

DECEMBER 6, 2022

Today, we’re excited to announce an improvement to our investing product: we are updating three of the alternate ETFs Wealthfront uses to conduct Tax-Loss Harvesting. The post We’re Updating the Alternate ETFs We Use for Tax-Loss Harvesting appeared first on Wealthfront Blog. We periodically review the ETFs […].

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Integrity Financial Planning

FEBRUARY 3, 2023

With the new year in full swing, tax season is just around the corner. Filing federal income taxes can be a long and complicated process, and mistakes are bound to happen here and there. As many of us know, these small mistakes can cost you big in tax returns and penalties. Is the Standard Deduction Right for You?

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Integrity Financial Planning

NOVEMBER 7, 2022

Using a strategy called tax-loss harvesting, you can earn capital gains tax credits on your investment losses. What is Tax-Loss Harvesting? It’s crucial to know that tax-loss harvesting only defers your capital gains taxes; it does not eliminate them. When is the Right Time for Tax-Loss Harvesting?

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Ballast Advisors

SEPTEMBER 5, 2024

Navigating the complexities of estate planning can often feel like charting through uncharted waters, especially when it comes to handling assets, taxes, and ensuring one’s legacy is preserved according to their wishes. Inheritance Tax Planning Inheritance taxes, including estate and gift taxes, are pivotal in estate planning discussions.

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Indigo Marketing Agency

SEPTEMBER 9, 2020

Could you be making the following blogging mistakes? But having worked in this industry for quite some time, I’ve come to realize some common blogging mistakes advisors make when creating their own content. We put together a list of 170+ content ideas for financial blogs. Are you interested in creating your own content?

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Ballast Advisors

JUNE 18, 2024

Join us as we delve into the tax strategy, legal documentation, and insurance coverage considerations needed to successfully balance the ownership of multiple residences for snowbirds. When it comes to tax considerations for snowbirds, there are several factors to keep in mind.

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Ballast Advisors

NOVEMBER 27, 2023

Here are some things to consider as you weigh potential tax moves between now and the end of the year. Defer income to next year Consider opportunities to defer income to 2024, particularly if you think you may be in a lower tax bracket then. Doing so may enable you to postpone payment of tax on the income until next year.

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Integrity Financial Planning

AUGUST 3, 2022

Why does tax planning matter for your retirement plan? When it comes to taxes, should you use the same person that files taxes to do tax planning and retirement planning for you? A CPA is great at filing taxes and looking at what happened the past year, but don’t often do anything with tax planning.

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A Wealth of Common Sense

MAY 27, 2024

Between all of the blogs, podcasts, YouTube shows and media appearances produced by our content team at Ritholtz Wealth Management, we get a lot of questions from our audience. Sometimes, people reach out with specific questions about taxes, investing, saving, and all of the other finance-related questions they have about their money.

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Wealthfront

OCTOBER 17, 2024

That’s why we’ve built a robust suite of accounts powered by automation, with the goal of keeping both your costs and taxes low. appeared first on Wealthfront Blog. If you’re looking for guidance on which accounts are best suited to your needs and situation, we’re here […] The post Which Wealthfront Account Is Right for You?

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The Motley Fool

JUNE 20, 2024

There are many niches, including launching an e-learning course, monetizing a blog, selling niche apparel, or even starting a dropshipping business. Many small business owners also overlook the finer points of managing taxes and accounting.

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The Motley Fool

JULY 24, 2024

You might be asked to create website content, write blog posts, or draft press releases in this gig. Set aside money for taxes Freelancers are self-employed workers. That means you're responsible for taking taxes out of your pay. This way, you don't forget to save money to cover your tax bill.

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Steve Sanduski

SEPTEMBER 17, 2024

Guest: Megan Gorman, Founder and Managing Partner of Chequers Financial Management , a female-owned, high-net-worth tax and financial planning firm based in San Francisco. ” Megan Gorman and I discuss: How Megan draws on her background as an attorney and her passion for tax strategy when advising high-net-worth clients.

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Wealthfront

MAY 7, 2024

Today, we’re thrilled to introduce Wealthfront’s Automated Bond Ladder, an easy new way to earn a steady yield on your extra cash with zero state income taxes.

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Cobalt

NOVEMBER 21, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

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Integrity Financial Planning

JUNE 16, 2022

Taxes could be one of your biggest expenses in retirement. But once you have an estimate for your tax burden in retirement, you can consider ways to minimize it. The first step towards creating a tax minimization strategy in retirement is looking at how your different sources of income will be taxed.

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Sara Grillo

NOVEMBER 11, 2024

FIND OUT IF YOUR MARKETING STINKS For those of you who are new to my blog, my name is Sara. Andy Panko started a taxes in retirement Facebook group. Not enough in the pipeline Marketing and blogs are nice, but you need a list. Just say, “ I was researching this company and I know that taxes have just onge up in the local area.

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Ballast Advisors

MARCH 17, 2023

The concept of your domicile is very different from that of your residency Domicile is an important concept in determining one’s residency status for tax purposes. Taxes Matter For tax purposes, an individual’s domicile is often considered to be their state of residency for tax purposes. Residing in Florida?

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The Motley Fool

JULY 14, 2024

You might start your own blog or you could work as a freelance writer for existing publications. Many bloggers offer courses or e-books to supplement the advertising revenue they earn from their blog. You'll have to budget for your own taxes and pay these in quarterly installments. There are several ways you could take this.

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The Motley Fool

JULY 10, 2024

This protects your personal assets and can offer some tax advantages. If you have a drop-shipping company, can you hire someone else to manage the blog or write your emails? Or maybe you like writing blogs but want someone else to handle uploading them to WordPress. Look for ways to automate or organize your business processes.

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Ballast Advisors

NOVEMBER 29, 2022

How you treat those losses come tax time can mean a lot in the long run of your financial plan. Good portfolio management focuses on after tax rate of returns,” says Ballast Advisors Managing partner Paul Parnell. Tax harvesting is a method of investing that involves buying and selling assets in order to reduce capital gains taxes.

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The Motley Fool

NOVEMBER 9, 2024

Bad news sells, whether it's a newspaper, magazine, blog, or ridiculous social media post. Check out the best IRA brokers and enjoy a tax break on your retirement contributions. Why worry when, time and time again, the bear market that followed more than made up for bull market losses? Need a retirement account?

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The Motley Fool

NOVEMBER 26, 2023

Not only that, but some sites say you can get a tax break on your car donation too. For example, some people might get a tax break in some scenarios, but it won't work for everybody. Nonprofit Point's blog has some horror stories of organizations that took people's donations and did very little good. of it to charity.

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Wealthfront

JULY 30, 2024

The holy grail consists of broad diversification, indexing, minimizing costs and taxes, rebalancing, and staying the course (all of which are key tenets of Wealthfront’s investment philosophy).

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Ballast Advisors

SEPTEMBER 22, 2023

The IRS has announced guidance for the home energy audit tax credit. Fortunately, there is a federal income tax credit available equal to 30% of the amount paid for home energy audits, up to $150 per tax year. If you claim the credit, the home energy audit should be kept as part of your tax records.

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