10 Apr Annuity Income: Annuitization vs. Lifetime Withdrawal
During your working years, you're accustomed to living on an income from your job. When you retire, the income from employment ends. Social Security provides a steady income, but it...
atlanta financial planner Tag
24 Mar Breaking Down the Gender Wage Gap
Women who worked full-time earned just 82 cents for every dollar earned by men in 2020. Women also earned less than men in almost all of the 350 occupations tracked...
22 Mar Groundwater – Making the Invisible Visible
March 22nd is World Water Day 2022! Started in 1993, this annual United Nations observance celebrates water and raises awareness of the 2 billion people living without access to safe...
24 Feb Does your plan support your happiness?
I heard this quote recently and it got me thinking. We talk a lot about money in the financial industry; how much do you want to earn, how much income will...
24 Feb Social Security Credits
When am I eligible for Social Security? A lot of my clients are travelers, and some have traveled to work here. A question that sometimes comes up is, when am I...
23 Feb Charitable Giving Can Be a Family Affair
Posted at 15:43h
in Budgeting, Economy, Insurance, Investing, Retirement, socially responsible investing, sustainable investing, Uncategorized
As families grow in size and overall wealth, a desire to "give back" often becomes a priority. Cultivating philanthropic values can help foster responsibility and a sense of purpose among...
23 Feb 2022 Key Numbers
Links to all of the key numbers for your 2022 planning. Individual Income Tax Planning Alternative Minimum Tax (AMT), child tax credit, earned income tax credit, itemized deductions, kiddie tax, personal exemptions,...
23 Feb 2022 Key Numbers-Retirement Planning
Employee/individual contribution limits Elective deferral limits 2021 2022 401(k) plans, 403(b) plans, 457(b) plans, and SAR-SEPs 1 [Includes Roth 401(k) and Roth 403(b) contributions] Lesser of $19,500 or 100% of participant's compensation Lesser of $20,500 or 100% of...
23 Feb 2022 Key Numbers-Individual Income Tax
Adoption credit Adoption credit 2021 2022 Maximum credit $14,440 $14,890 Phaseout threshold amount $216,660 $223,410 Completed phaseout amount after $256,660 $263,410 Alternative Minimum Tax (AMT) Maximum AMT exemption amount 2021 2022 Married filing jointly or surviving spouse $114,600 $118,100 Single or head of household $73,600 $75,900 Married filing separately $57,300 $59,050 AMT income exemption phaseout threshold 2021 2022 Married...
23 Feb 2022 Key Numbers-Investment Planning
Maximum tax on long-term capital gains and qualified dividends 0% rate applies (taxable income thresholds) 2021 2022 Single Up to $40,400 Up to $41,675 Married filing jointly Up to $80,800 Up to $83,350 Married filing separately Up to $40,400 Up to $41,675 Head...