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.
Don’t Forget to Factor 2022 Cost-of-Living Adjustments into Your Year-End Tax Planning
The IRS recently issued its 2022 cost-of-living adjustments for more than 60 tax provisions. With inflation up significantly this year,…
Strengthening Workers’ Financial Wellness after the Pandemic
Even before the COVID-19 pandemic, employers were becoming increasingly focused on helping their workforces prepare for retirement and address other…
House Ways and Means Committee Releases Initial Tax Proposals
On September 13, 2021, the House Ways and Means Committee released draft legislation that proposes a series of tax increases…
There’s Currently a “Stepped-up Basis” If You Inherit Property — But Will it Last?
If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for…
Tax-Favored Ways to Build Up a College Fund
If you’re a parent with a college-bound child, you may be concerned about being able to fund future tuition and…
Financial Literacy for the Rising Generation and Beyond
It is very common for families of affluence to have competent professional advisors to help them manage their investments, their…
Strengthening Women’s Financial Wellness in the Wake of the Pandemic
While nearly everyone has been affected by the COVID-19 pandemic, the economic impact has been especially acute for women. In…
The Benefits of a Backdoor Roth IRA
An IRS-approved tool to high-income earners save for retirement and enjoy tax-free earnings. While it may be somewhat misleading in…