Tag: Financial planners
Year-end is popular for Roth conversions — when to make an exception
Prasit photo | Moment | Getty ImagesAs the calendar winds down, some investors may be eyeing Roth individual...
ETF mistakes that can ‘quietly erode long-term returns’: advisor
Prasit Photo | Moment | Getty ImagesDemand for exchange-traded funds is soaring as investors shift to lower-cost, tax-friendly...
How much you can make in 2026 and still pay 0% capital gains
D3sign | Moment | Getty ImagesThe IRS has unveiled the capital gains tax brackets for 2026, with higher...
Use effective tax rate to decide
Kira Hofmann | Photothek | Getty ImagesWhen saving for retirement, you can often pick between traditional and after-tax...
2025 CNBC Financial Advisor 100 methodology explained
Drs Producoes | E+ | Getty ImagesCNBC's Financial Advisor 100 list is determined through a blend of data...
Best financial advisors, top firms for 2025
Amid economic uncertainty, the best financial advisors can provide a steady hand to investors in any stage of...
‘No tax on tips’ offers planning opportunities. What to know first
Hispanolistic | E+ | Getty ImagesPresident Donald Trump's "no tax on tips" deduction offers financial planning opportunities for...
These are the biggest ETF mistakes to know before investing
Businessman working in the officePixelfit | E+ | Getty ImagesDemand for exchange-traded funds continues to grow as investors...
‘Super catch-up’ 401(k) contributions for 2025 are still in play
Kate_sept2004 | E+ | Getty ImagesIf you're an older worker who wants to boost retirement savings, you could...
How to maximize the $40,000 limit for 2025
Milan Markovic | E+ | Getty ImagesPresident Donald Trump's "big beautiful bill" raised the limit on the federal...
How to leverage 0% capital gains taxes under Trump’s ‘big beautiful bill’
D3sign | Moment | Getty ImagesMany investors don't know about the 0% capital gains bracket, which allows you...
5 ways to get matched with the right one
You might even receive a discount if a friend or family member refers you to the advisor. Looking...