Financial & Retirement Planning
The Right Strategies
to Fund Your Future.
Careful Retirement Planning to Make the Numbers Line Up With the Lifestyle.
Retirement isn’t an age, it’s a stage of life. Smart wealth management is at the core of a solid financial plan, but it’s not enough to secure financial freedom. At Maner Wealth, our retirement plan advisors take a holistic approach to creating a customized financial plan tailored to what you want to accomplish today, tomorrow and years from now.
Our retirement plan advisors create personalized income and investment strategies considering how long you need your money to last. What healthcare factors can potentially be an issue. Even tax planning and gifting strategies to protect your estate. We look at your entire financial life, on way to developing a detailed plan to help you get to where you want to be.
Gift Tax Strategies
High Net Worth Tax Planning
Using a combination of financial strategies, we’ll help you create a legacy that aligns with your personal values and goals.
You’ve worked hard for what you have and want to do what you can to ensure your wealth is transferred on effectively, so have our team create a strategy that considers all aspects of gift tax.
Giving back to meaningful causes and organizations is an important piece of a sound personal and financial strategy. Our team of experts works to ensure your financial donations benefit charities that are important to you, reducing your tax burden and increasing your ability to give back in the future.
We start by focusing on your individual and family goals, and then proactively identify tax savings opportunities.
When you’ve poured your heart and soul into your life’s work, the right plan is crucial to help your business live on.
Secure 2.0 Act of 2022 Introduces Key Changes for Workplace Retirement Plans
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SECURE 2.0 Law May Make You More Secure In Retirement
A new law was recently signed that will help Americans save more for retirement, although many of the provisions don’t…
Year-End Spending Package Tackles Retirement Planning, Conservation Easements
On December 23, 2022, Congress passed the Consolidated Appropriations Act of 2023. The sprawling year-end spending “omnibus” package includes two important…
Employers: In 2023, the Social Security Wage Base is Going Up
The Social Security Administration recently announced that the wage base for computing Social Security tax will increase to $160,200 for…
New Trend Employees Must Know About Today’s Retirement Environment
October 16-22 is National Retirement Security Week, a week dedicated to encouraging employees to take steps to secure their retirement.…
Key To Your Cannabis Businesses Success: Strategic Cash Flow Model
Today’s market is witnessing dramatic rising costs for labor and supplies. To help avoid finding your business in a cash…
Reducing Fiduciary Risk When Offering Company Stock in Qualified Retirement Plans
Giving employees opportunities to invest in company stock can be a valuable tool to recruit and retain top talent as…
Proposed Regs For Inherited IRAs Bring Unwelcome Surprises
Back in late 2019, the first significant legislation addressing retirement savings since 2006 became law. The Setting Every Community Up…