Posts tagged 403(b)
Perfection is the Enemy of Good, Focus on Executing Improvements.
Perfection is the Enemy of Good, Focus on Executing Improvements.

While 2022 has been a challenging investment environment, it has been a fantastic year to see the benefits of executing financial plans over the past few years. 

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Investing, Retirement, Retirement Planning, Tax Planning, Work Benefits, Your $ Your Independence, Small BusinessGlenn BrownAsset Allocation, Best Practice, Rebalancing, Debt Management, Cash Flows, Capital Gains, Contribution Limits, Employee Benefits, Economy, Entitlements, IRA Contributions, Investing, 401(k), Work Benefits, Local Town Pages, Inflation, Open Enrollment, Pro-rata rule, Priorities, Portfolios, Required Minimum Distributions, Savings, Tax Planning, Traditional IRA, 403(b), 457, Spending, tax planning, Investment Management, Wash Sale, Tax-Loss Harvesting, Tax Deadlines, taxes, Roth IRA, Roth Conversion, Taxes, Your Money Your Independence, Year-End
April Brings Spring, Baseball and Taxe… Squirrel!
April Brings Spring, Baseball and Taxe… Squirrel!

If your wealth is tax-deferred retirement accounts, your taxes in retirement will be more than you realize.

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Budgeting, Investing, Retirement, Retirement Planning, Tax Planning, Work Benefits, Your $ Your IndependenceGlenn BrownBest Practice, Employee Benefits, Financial Planning, Goals, 401(k), Roth IRA, Roth Conversion, IRA Contributions, Traditional IRA, IRAs, RMD, 403(b), taxes, Tax Planning, Tax-Loss Harvesting, Retirement, Required Minimum Distributions, Investing, Taxes, Tax Deadlines, Social Security, Income Streams, Markets, Work Benefits, Local Town Pages, Savings, Your Money Your Independence
September is the Best Tax Planning Month. Yes, really.
September is the Best Tax Planning Month. Yes, really.

Reconcile tax planning strategies for the current year while positioning for the year ahead.

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Tax Planning, Retirement Planning, Your $ Your Independence, Work Benefits, Investing, InsuranceGlenn BrownSandwichers, Tax Deadlines, Tax Planning, Tax-Loss Harvesting, taxes, tax planning, Taxes, Dependent Care, FSA, FSA Dependent Care, DC-FSA, Child Tax Credit, children, HSA, Health Savings Accounts, Roth Conversion, Work Benefits, 401(k), 403(b), Employee Benefits, Financial Planning, Gifting, HDHP, IRAs, IRA Contributions, Social Security, Life Insurance, Local Town Pages, Roth IRA, RMD, Traditional IRA, Wash Sale, Year-End, Your Money Your Independence, IRA Withdrawals, Required Minimum Distributions
Closing Time for 2020
Closing Time for 2020

There are investing, tax planning, and retirement planning opportunities to be had before year-end.

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Budgeting, Investing, Tax Planning, Your $ Your Independence, Retirement Planning, RetirementGlenn BrownSECURE Act, Asset Allocation, Tax Planning, Sandwichers, Aging Parents, Payroll, 401(k), 457, 403(b), FSA, Budget, Rebalancing, Best Practice, Financial Planning, Gifting, Health Care, HSA, IRAs, Investing, Investment Management, IRA Withdrawals, Roth Conversion, Roth IRA, Local Town Pages, Portfolios, Required Minimum Distributions, RMD, Wash Sale, taxes, Tax-Loss Harvesting, Tax Deadlines, Taxes, Your Money Your Independence, Year-End
Ch-Ch-Changes - Turn And Face The Strange
Ch-Ch-Changes - Turn And Face The Strange

CARES Act legislation impacting 2020 tax laws, provisions and deadlines. 

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Budgeting, College Planning, Investing, Retirement, Retirement Planning, Small Business, Tax Planning, Work Benefits, Your $ Your IndependenceGlenn BrownCARES Act, Tax Deadlines, IRA Withdrawals, College Refunds, 529 Plan, Budget, Best Practice, Debt Management, Tax Planning, Tax-Loss Harvesting, Taxes, College Planning, College, Employee Benefits, Economy, Financial Planning, Financial Aid, House, IRAs, Investing, Investment Management, Kids, Markets, Work Benefits, Local Town Pages, Mortgage, RMD, Small Business Owners, Interest Rates, Portfolios, Required Minimum Distributions, Rebalancing, Retirement, Refinancing, Student Debt, Student Loans, SBA, Tuition, Traditional IRA, 401(k), 403(b), Your Money Your Independence