Park Place Finance, LLC - Hard Money Lender’s Post

Learn more about Backdoor Roth IRAs and how you can benefit. #FinancialAdvisor #Waltham #Westborough

Thanks to WRKO New England Business Report for having me on to talk wealth and migration to and from Massachusetts. It's an important economic and policy factor for the state. https://lnkd.in/ga5FTbPN

You can usually claim tax relief on private pension contributions worth up to 100% of your annual earnings, subject to the overriding limits. Tax relief is paid on pension contributions at the highest rate of income tax paid. #TaxPensionContributions #PensionsTaxRelief

Retiring early. It sounds a great idea. There are two questions to consider. Do you know what you want to do when you’re retired? And will you be able to afford it? Over three-quarters of UK savers don’t know how much they’ll need in retirement. #retirementplanning #taxplanning

A will isn’t just about who gets your assets—it’s about crafting a legacy that endures. At Sjoberg & Tebelius, we help families create thoughtful, multi-generational plans to secure your descendants’ futures. Here are two ways to build a legacy: Dynasty Trusts: Protect your family’s wealth for generations by reducing estate taxes and shielding assets from creditors. These trusts adapt to changing family needs while preserving your values. Education Trusts (529 Plans): Invest in your loved ones’ education through tax-friendly savings for college, job training, or even some K-12 expenses. Let us guide you in creating a plan that truly reflects your legacy. 📞 Contact us today to get started: (651) 315-8856

The latest Scotsman Money supplement covers a wide range of topics, including comparisons between sport and financial planning, cash flow management, preparing for VAT on school fees, how students can best manage their energy bills, and much more. Thanks as always to sponsors Calton., Waverton Wealth and Aberdein Considine. If you have any personal finance questions you would like answered please email scotsmanmoney@scotsman.com. And here's my opening spread on considerations for sports people when it comes to financial planning for the long term. https://lnkd.in/ebn-iV9G

2025 promises to be a busy year for employee benefits with the expiration of 2017 tax cuts and a looming SECURE 3.0. These developments would be welcome.

Moving into the "corner office" is an exciting feeling, one that represents the time and dedication you've poured into your work. However, increased responsibilities and nuanced financial benefits can make managing your finances feel overwhelming. At Foster & Motley, we're here to help guide you through the financial and investment complexities that accompany executive compensation. Our team of experienced advisors can provide advice on stock options, restricted stock units, deferred compensation, tax planning, concentrated stock positions, and other opportunities presented to executives. Together, we'll map out a current and future plan so that when you’re ready to step back, you and your family will enjoy the financial freedom you’ve worked so hard to achieve. Click here to get started: https://bit.ly/3zxu8Yg! #FosterAndMotley #FosteringLifesWealth #LiveYourMostMeaningfulLife

Ensuring you're getting the right advice for your particular stage of life is very important. If you are lucky enough to have paid off your mortgage, studies show that if the money previously directed to your mortgage was instead used to increase pension payments; you could see the overall value of your pension increase by up to £52,000. Check out the life stage stories on our website - and speak to your workplace pensions adviser for more information about your specific requirements. #RetirementPlanning #Retirement #FinancialGoals

Here are the top 10 stories from last week: 1. mallowstreet talks trusteeship with Allan Whalley- https://lnkd.in/eUJezRaT 2. The Virgin Media case and public policy - https://lnkd.in/eu7Dq5uc 3. Coats threads the needle with £1.3bn buy-in - https://lnkd.in/e7enMH3J 4. What matters to the member, matters most - https://lnkd.in/e286R6jr 5. LGPS policy: Is it about more than just the numbers? - https://lnkd.in/efKbs83H 6. Mandatory transition plans for pension schemes: Coming soon? - https://lnkd.in/eUaKxvF9 7. Pensions review kicks off with three-week call for input - https://lnkd.in/eUsHR4aG 8. New TPR guidance makes DB superfunds more commercially viable - https://lnkd.in/eCps2KQM 9. Raising AE contributions could boost pots by £217,000, says SL - https://lnkd.in/ezYbCS43 10. Escrow: An ideal solution for small schemes - https://lnkd.in/ekfwyMcD #pensions #trustee #db #dc #lgps