Learn what a retirement planning calculator can estimate, which assumptions deserve a closer look, and how to use results as a starting point for planning.
See how business value, equity compensation, liquidity, and investment risk fit into a retirement plan—and which decisions to coordinate before a transition.
Retirement planning for executives, business owners, and families: coordinate income, investments, healthcare, benefits, and long-term goals.
Financial planning for Medicare transition means coordinating enrollment, coverage, HSA timing and healthcare costs with your retirement income plan.
In an era where retirement planning has become increasingly complex, individuals are searching for ways to secure their financial future and ensure a comfortable life during their later years. One innovative tool that has gained prominence in retirement planning discussions is the Qualified Longevity Annuity Contract, or QLAC. Designed to address the challenges posed by…
Here’s one financial decision you will not regret: enrolling in a Health Savings Account (HSA) at work to reduce your healthcare costs. Learn about the triple tax-reducing power of the Health Savings Account to lower your healthcare costs, and how it can help pay for health expenses from early career all the way through retirement.…
When selling your home, you may be eligible for a substantial capital gains tax exclusion ranging up to $500,000 in excluded gains. Financial analyst Matt Mellusi, MSFP, of Cary Stamp & Co. in Tequesta, FL introduces the basics of the $250,000/$500,000 Home Sale Tax Exclusion. TRANSCRIPT: I’m Matt with Cary Stamp and Company and today…
Forbes Best-In-State Wealth Advisor, Cary Stamp, CFP® of Jupiter, FL, illustrates the huge tax advantage of using the Net Unrealized Appreciation strategy when distributing your employee-owned stock. TRANSCRIPT: My name is Cary Stamp. I’m a certified financial planner and founder of Cary Stamp & Company. And if you are an employee of a large corporation…
Here’s the big question to ask yourself before starting a “backdoor” Roth IRA strategy. Do you already have other IRAs? In this video, Forbes Best-In-State wealth manager Cary Stamp, CFP® explains how the Backdoor Roth Pro-Rata Rule impacts the tax efficiency of the backdoor Roth IRA, and provides the potential solution! TRANSCRIPT: I’m Certified Financial…
The maximum monthly Social Security benefits for 2022, and why the timing of claiming benefits is important for everyone. As high earners approach retirement, too many overlook the importance of claiming social security benefits at the optimal time. A number of personal reasons or assumptions are to blame for the blasé attitude. The most common…
