tax planning
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By Wesley Sebacher CFP® You may wonder how you will provide yourself a paycheck in retirement? Or how you will coordinate your savings and future retirement income. Often forgotten, is how your retirement savings and…
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By Ryan Martin and Lauren Hunt, Senior Advisors Investors know the drop in stock prices for many companies and funds in 2022 has hurt their portfolios. Even historically stellar investments have tumbled this year. For…
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A financial windfall might seem like something out of a movie — but for more and more Americans, it’s becoming a possibility. According to the Wall Street Journal, an estimated $61 trillion in wealth will…
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By Michael Torney, CFP, J.D., LL.M. Despite the stock market’s recent downturn, many people will plan this year to donate money to their favorite nonprofit organizations. But with nearly everyone taking a closer look at all…
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Erin Hadary MBA, CFP®, CAP® | Partner Real estate can be an excellent investment opportunity for those who want to diversify their portfolio. But capital gains taxes can eat into your proceeds when you sell…
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By Brighton Samet, Moneta Tax Planning Consultant This is the time of year that you should be receiving copies of all your necessary tax documents. Besides the normal W-2s and 1099s, this year many taxpayers…
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By Lauren Hunt, Moneta Advisor With year-end quickly approaching, taxpayers still have a few months left to plan ahead with strategies that could provide meaningful tax savings. Increase your 401(k) contributions For the 2021 tax…
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Tax season is a great time of year to clean out your filing cabinet; you are sorting through files, digging up paperwork, and deciding what to save and what to toss. Here are some items…
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Tax season is a great time of year to clean out your filing cabinet; you are sorting through files, digging up paperwork, and deciding what to save and what to toss. Here are some items…
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By Brighton Samet, Moneta Tax Planning Consultant Under guidance from the Internal Revenue Service (IRS), anyone who already took a required minimum distribution (RMD) in 2020 from certain retirement accounts had the opportunity to roll…
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By Brighton Samet, Moneta Tax Planning Consultant Under guidance from the Internal Revenue Service (IRS), anyone who already took a required minimum distribution (RMD) in 2020 from certain retirement accounts had the opportunity to roll…
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St. Louis — Diane Compardo, founding partner of Compardo, Wienstroer, Conrad & Janes at Moneta, has been named to Barron’s 2020 Top 100 Independent Advisors. This year marks the second year in a row Diane…
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By Benjamin Trujillo, JD, LLM – Senior Advisor and Lauren Randazzo, CPA – Advisor The IRS and the Treasury Department recently provided additional guidance which may result in higher taxes for Payroll Protection Program (PPP)…
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By Benjamin Trujillo, Senior Advisor and Anna McDonald Elections inspire change, and if there is one thing we can expect from 2020, it is change. Nearly every aspect of life has been altered due to…
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Many estate plans need to be adjusted after the government made major changes to how retirement plans are accessed, taxed and distributed with the “Setting Every Community Up for Retirement Enhancement Act” (SECURE Act). This…