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.
Small Businesses Can Help Employees Save for Retirement, Too
Many small business owners run their companies as leanly as possible. This often means not offering what are considered standard…
If You Didn’t Contribute to an IRA Last Year, There’s Still Time
If you’re gathering documents to file your 2023 tax return and you’re concerned that your tax bill may be higher…
6 Ways Nonprofit Retirement Plans are Changing
Some provisions of 2022’s SECURE Act 2.0 (a follow-up to the SECURE Act of 2019) have been in force for…
Maximizing Your Charitable Giving for Tax Benefits
By: Jen Danko We all wish we could contribute more to those causes and communities we care about most. By…
A Refresher on the Trust Fund Recovery Penalty for Business Owners and Executives
One might assume the term “trust fund recovery penalty” has something to do with estate planning. It’s important for business…
Your Fiduciary Duty as a Trustee or Personal Representative: A Guide to Estate Responsibilities
By: Jen Danko Being trusted and appointed to the role of a trustee or personal representative of an estate is…
Evaluate Whether a Health Savings Account is Beneficial to You
With the escalating cost of health care, many people are looking for a more cost-effective way to pay for it.…
IRS Issues Guidance on New Retirement Catch-up Contribution Rules
In December 2022, President Biden signed the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act. Among other things, the sweeping…