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A Top Advisor Team’s Tax-First Approach to Financial Planning
Barrons.com· 5 days agoAmeriprise Financial advisor Jon Kuttin explains how his team meets the complex needs of business...
Ask an Advisor: I'm Selling My Home and Netting $750k to Downsize for Retirement. Do I Have to Pay...
SmartAsset via Yahoo Finance· 4 days agoI am selling my house and the price is $504,999. After paying off this house I will net $400,000. Do...
Andrew H. Fuller
Los Angeles Times· 35 minutes agoAndrew Fuller, MSF, CFP©, is a partner and managing director at Creative Planning in the LA/Orange County region, boasting nearly 20 years in the ...
What Do I Need to Know About 401(k) Withdrawal Taxes?
SmartAsset via Yahoo Finance· 6 hours agoOne of the most attractive features of a 401(k) plan is that you can contribute pretax dollars...
Council Post: 18 Strategies For Investors To Minimize Tax Liabilities
Forbes· 20 hours agoFor investors, an impending rise in taxes means a strategic reevaluation of tax planning. It's also...
How to pick the best 529 plan
Bankrate via Yahoo Finance· 7 hours agoAdam Holt, CFP and CEO of Asset-Map, a company that helps savers track their financial plan. “529 plans are inspiring people to actually save, especially...
I’m 70, retired and worth $5 million. After a broken hip, I want to get a clear financial picture of...
Market Watch· 14 hours agoHave an issue with your financial adviser or looking for a new one? “It’s normally a good idea to...
Bracing clients for higher taxes
InvestmentNews· 2 days agoFor Todd Moll, a director and chief investment officer at Provenance Wealth Advisors, his focus in the wealth management space is to create a “smoother ...
Focused on the Future: Andrew Alfest on AI and the Evolution of the Advisor Value Proposition
WealthManagement.com· 9 hours agoIn this episode of Focused on the Future, industry veteran Suzanne Siracuse sits down with Andrew...
Warren Buffett thinks taxes are on the way up. Why selling stocks in advance may not be a good call
CNBC· 6 hours agoThe sale reduced the conglomerate's Apple holding by 13% in the first quarter. Buffett, speaking at...
