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Retirement advisers warn clients underestimate income needs amid tax uncertainty
A BNY‑NextWealth survey of 207 advisers and 260 clients aged 55+ found 75% of advisers believe retirees misjudge the income they’ll require, while 48% point to recent tax changes, especially inheritance tax, as a major concern. Rehn says advisers must shift from product‑centric advice to holistic income planning as policy complexity grows.
🚀 Top Wealth Management Headlines
Many of Us Aren’t Saving Enough for Retirement. But There Are Ways to Fix This
Those lucky enough to have disposable income can forgo immediate gain to attain a comfortable retirement It was recently reported that nearly half of the members of my generation are delaying retirement as rising costs and stagnant wages are draining savings. Even worse, a new Gallup poll found that as many as 69% of all workers fear they’re not saving enough for retirement. I get it. I feel it too. But whose fault is this, really? The government? Businesses? I think it’s time we all look in the mirror. Continue reading...
The Guardian — Money
How You Can Use Tax “Stacking” To Pay Less in Taxes and Keep More Rental Income in Your Pocket
By layering depreciation, safe harbor deductions and cost segregation strategies, real estate investors can legally reduce taxable income and significantly increase the after-tax cash flow they keep from their rental properties.
Entrepreneur » Sales
Ask an Advisor: I’m Juggling Investing, Saving and Paying Off Debt. How Do I Build Wealth Without Falling Behind?
I’m in my early 30s, finally earning a stable income, but I’m juggling investing, saving and paying down debt. How should I prioritize my money to build long-term wealth without falling behind? This is the fun (and at times, frustration) of financial planning in your 30s and beyond: what to prioritize. The great news is […] The post Ask an Advisor: I’m Juggling Investing, Saving and Paying Off Debt. How Do I Build Wealth Without Falling Behind? appeared first on SmartReads by SmartAsset.
SmartAsset – Blog
How Investing in Oil and Gas Mineral Rights Can Help You Step Off the 1031 Exchange Treadmill
Mineral rights offer deeded ownership with no tenants, monthly royalty income with no operating costs, a stepped-up basis for heirs and more.
Kiplinger All
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Warren Buffett's Warning: The 'Terrible Mistake' Many Investors Commonly Make
Investopedia — Economics
💬 Top Wealth Management Social Posts
Tweet by @Dampedspring
Genuine question. When saw this morning that $MSTR had sold some BTC I thought it was smart because they can take a taxable loss on their high basis purchase. But then I realized that they can't do that unless they DONT buy any BTC for 31 days or else it's a wash sale? Am I completely wrong on how the tax accounting works?
Thread by @Kobohive
I know you may be thinking about how much you need to invest to earn one million naira or more per stock on dividend, well here is a simple formula For Access Bank Dividend yield= (Annual dividend per share ÷ Current market price) x 100% DY = ( 2.50 ÷ 24.8) x 100 DY = 10.08% Using the formula below N1,000,000 * (100/10.08) = N9.2m From the calculations, you'd need N9.2m worth of stocks to earn N1m on dividend yield per annum. Note: Prices fluctuates, so yields changes daily.