INTRODUCING THE "WHERE'S BILLY" FACEBOOK GIVEAWAY! If you're interested in participating, visit this post on Facebook to read the rules and find out how to enter! Facebook post: https://lnkd.in/eWXjmirn
关于我们
We strive to help Columbus, MS, and beyond create generational impact by simplifying life's financial complexities. Who We Are Our office has provided financial guidance in Columbus, Mississippi since 1973. We take pride in the long-term relationships we have developed with our clients. We treat them with compassion and integrity: the way we would want to be treated. We guide our clients through a process that begins with a conversation. We ask our clients what they care about most, and then listen to their passions, dreams, and challenges. Using a disciplined financial planning and investment method, we put together a plan and show our clients how to implement it. Then, we do everything we can to take care of them along the way. Combined, our professionals have 153 years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, CA, CO, FL, GA, ID, LA, MS, NC, TN, TX, and VA. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through IFG Advisory, LLC, a registered investment advisor. Nickels Wealth Management and IFG Advisory, LLC are separate entities from LPL Financial.
- 网站
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https://www.nickelswealth.com
Nickels Wealth的外部链接
- 所属行业
- 投资管理
- 规模
- 2-10 人
- 总部
- Columbus，MS
- 类型
- 自有
- 创立
- 1973
- 领域
- Investment Management、Biblically Responsible Investing、Estate Planning、Retirement Planning、Long Term Care Insurance、Life Insurance、Diversification Strategies、Financial Planning、Tax Planning和Area Employer Benefits
地点
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主要
获取路线
2900 Bluecutt Rd. Ste 1
US，MS，Columbus，39705
Nickels Wealth员工
动态
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Is the IRS Inheriting Your Grandkid’s College Fund? If you don’t plan carefully, a big part of your savings could go to taxes instead of your family. But with one simple change, your kids could keep an extra $44,000—enough to help pay for your grandkid’s college, buy them a car, or even help them put a down payment on a house. Here’s an example: You have $1,000,000 in retirement accounts: -$800,000 in a Traditional IRA (taxed when taken out) -$200,000 in a Roth IRA (tax-free when taken out) You want to leave 20% to charity and 80% to your kids What happens if you leave the Roth IRA to charity and the Traditional IRA to your kids? Your kids inherit $800,000, but they have to pay taxes on it. If they’re in a 22% tax bracket, they may only get $624,000 after taxes. A better way: -Leave the money to charity(ies) out of your Traditional IRA (charities don’t pay taxes on this) -Leave the Roth IRA to your kids (they keep 100% tax-free) and the remaining amount from your Traditional IRA (taxed when taken out) Now, your kids get $668,000 instead of $624,000—an extra $44,000, just by changing who gets what. That money could help pay for college instead of going to the IRS. A smart plan can make a big difference for your family. Pay the IRS, but don't leave a tip.
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Retirement planning isn’t just about saving—it’s about adapting. With recent tax discussions, you might be wondering how these changes could affect your future. We break it down in our latest blog: https://lnkd.in/e5fvVXX3
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If you could go back 30 years and give yourself financial advice, what would it be? Would you tell yourself to start saving earlier? Avoid debt? Invest more aggressively? One of the biggest lessons we hear from retirees is that time is your greatest financial asset. The earlier you start planning, the more options you have when you reach retirement. So, let’s hear it—what’s the best financial advice you wish you could tell yourself 30 years ago? Comment below! ??
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At Nickels Wealth, we believe the greatest legacies aren’t just about wealth—they’re about the values and wisdom you pass on to the people you love. That’s why we’re thrilled to share the Legacy Letter Challenge, an opportunity to create something even more impactful than money. Learn how this heartfelt initiative is helping our clients leave behind something truly timeless. https://lnkd.in/eqF3Auxi