Posts tagged financial planning
Considerations for a Roth IRA Conversion

Deciding whether to do a Roth conversion isn't just about comparing your current and future tax brackets; it involves a lot more, like potential changes in tax laws and how you'll cover the conversion costs. It's a good idea to sit down with a financial planner to look at your overall situation, including future income, state taxes, and estate planning, to figure out the best move for you.

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Why Business Owners Need Exit Planning

Exit planning for business owners, when started early, significantly enhances business value and ensures personal and financial goals are met. By addressing potential issues and thoroughly preparing, owners can achieve a successful and fulfilling transition, maximizing the benefits of their hard-earned legacy.

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Real Estate Investing and Your Personal Financial Planning

Liquid securities investing and illiquid real estate investing can be complementary. However, the key to navigating between these areas is having an appropriate framework for how to think about investing in real estate in the context of personal planning goals, risk management, liquid investing, tax planning, and estate planning. Here are some considerations when it comes to real estate investing in the context of your personal financial planning.

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