Big Tax Changes May Be Coming in 2025! ?? While 2024 brings minor refinements, 2025 could shake things up with higher tax brackets, lower estate tax exemptions, more Roth requirements, and possible capital gains adjustments. Now is the time to prepare! ? Max out your retirement contributions ? Consider Roth conversions before potential tax hikes ? Plan your estate strategically before 2026 changes Don’t wait—get ahead of the game now! Read the full article here: https://lnkd.in/g3gCbXuY
Veda Financial
金融服务
Newport Beach,California 413 位关注者
Customized, Knowledge based Wealth Management for Individuals and Retirement portfolios on the Charles Schwab platform
关于我们
Veda Financial is an Investment advisor firm focusing on growth, We provide customized, results-oriented investment management services tailored to your specific goals. We are focused on capital preservation and long-term growth WHOM WE WORK WITH Individual investors / Companies Retirement IRA/ 401K / 403B Foundations/ Trusts / Endowments WHAT WE INVEST IN MARKET LINKED NOTES STOCK MARKET RETURNS WITH DOWNSIDE PROTECTION STOCK/ ETF GUARANTEED INVESTMENTS
- 网站
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https://www.vedafinancial.com
Veda Financial的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Newport Beach,California
- 类型
- 私人持股
- 创立
- 2017
- 领域
- Active manager、Portfolio management和Managed accounts
地点
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主要
120 Newport Center Dr
US,California,Newport Beach,92660
动态
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?? 2024 Tax Changes: What You Need to Know! ?? Tax season is here, and some key updates could impact your retirement savings, required distributions, and tax strategies. ???? ? Higher IRA Contribution Limits – Save more with increased limits! ? Secure 2.0 Act Updates – RMD age pushed to 73, plus new Roth catch-up rules in 2025. ? Inherited IRAs – The 10-year withdrawal rule is here to stay. ? Tax-Loss Harvesting – Offset gains and optimize your investments. ? Roth Conversions – With tax rates set to rise in 2026, now may be the time to act! Make 2024 count for your financial future! Check out the full article for details: ?? https://lnkd.in/gXTf46_r
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Is DeepSeek a Flash in the Pan or a Game-Changer for AI? The AI world is buzzing after DeepSeek, a new Chinese startup, allegedly used 800 old Nvidia A100 chips to train a cutting-edge AI model—sparking a major shakeup in the market! Did they crack the code to cheaper, more efficient AI? Or is there more to the story, with some suggesting they secretly accessed the newer H100s? But here's the twist: if DeepSeek really did make AI cheaper, it could lead to more AI adoption across industries, which could actually boost demand for powerful GPUs like Nvidia’s! We might be seeing a classic case of Jevons' Paradox—cheaper AI = more AI usage = more demand for GPUs. Instead of shrinking the market, it could spark a boom! So, will this lead to more innovation or hurt the AI giants? Only time will tell. Check out my full article for more on this exciting development! https://lnkd.in/gEC7iqnP #DeepSeek #AIRevolution #TechShift #Nvidia #AIadoption #MarketTrends
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???? ???????????????? ?? ???????????? ???? ???????????? ?????? ?????? ?????????????????????? ??????????? ?????? ??????????. AI investors had a brief panic this week over DeepSeek, a Chinese AI startup claiming its model can rival GPT-4, Llama, and Gemini—at a lower cost. But is this a real threat to Nvidia, Microsoft, or Amazon? Not quite. DeepSeek still relies on high-performance hardware (hello, Nvidia ), and cheaper AI models could actually help tech giants scale even faster. Rather than a disruption, this might just be a catalyst for more cost-effective AI development. Read the full breakdown here https://lnkd.in/gQbMjCSn
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Tax Break Now, Decide Later: The Power of Donor-Advised Funds (DAFs) Thinking about making a year-end donation but unsure where to give? A Donor-Advised Fund (DAF) could be your solution! Key Benefits of DAFs: Immediate Tax Deduction: Donate now and claim a tax break for this year. Flexibility in Giving: Take your time choosing the right causes to support. Potential for Growth: Your donations can grow tax-free, amplifying your charitable impact. Streamlined Administration: No need to handle the paperwork—your fund sponsor does it for you. DAFs provide the perfect blend of tax efficiency and giving flexibility, letting you make a difference, on your terms. Read Full Article: https://lnkd.in/gWGKhx2M #Philanthropy #TaxSavings #DonorAdvisedFunds #CharitableGiving #TaxDeduction #DAFs #GivingBack
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Maximize Your 401(k) Potential with Expert Guidance! ???? Feeling limited by your company-sponsored 401(k) options? With a Self-Directed 401(k) or Personal Choice Retirement Account (PCRA), you can unlock greater investment opportunities like individual stocks, REITs, and ETFs—all while leveraging the expertise of a financial advisor. Here’s how these advanced strategies can benefit you: ?? Broader investment options ?? Professional management ?? Tailored portfolios aligned with your goals ?? Active adjustments to stay on track Empower your financial future today! ???? Read the full article: https://lnkd.in/gBYr9rN2
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Planning for retirement can be tough, but taking the right steps today can ensure a secure and comfortable future. ???? Our latest article offers key tips to build a strong retirement plan that supports your goals and keeps your finances safe. Here’s what you’ll learn:? - Know your financial situation? - Set clear retirement goals? - Diversify your investments? - Maximize retirement accounts? - Create multiple income streams? - Plan for healthcare costs, and much more ? Creating a retirement plan is about more than just saving money—it’s about making smart choices. Ready to start planning? Check out the full article here: https://lnkd.in/d3qmQQa4 Please email us your queries at [email protected] for any questions or concerns. Toni DasGupta Ph.D. MBA #VedaFinancial #RetirementPlanning #InvestmentManagement #FinancialGrowth?
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?? Navigating the tides of the economy requires a sharp understanding of how inflation shapes your taxes. Dive into our latest blog to uncover the intricate link between rising prices and your tax strategy. Knowledge is power—equip yourself today. ?? Empower your financial journey ?? Read the Full Blog here - https://lnkd.in/dDTfkysD Toni DasGupta Ph.D. MBA #InflationInsights #TaxStrategies #VedaFinancial #FinancialWisdom #EconomicTrends #TaxPlanning #VedaFinancial
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??? Financial security isn’t just about the now – it's about ensuring comfort and care for years to come. Discover investment strategies for long-term care and foster a resilient financial future. Craft your blueprint for stability with our thorough guide on long-term care planning. ?? Unlock your path to peace of mind today! ?? Read the Full Blog - https://lnkd.in/dsgVbH8E Toni DasGupta Ph.D. MBA #FinancialPlanning #LongTermCare #InvestmentStrategies #WealthManagement #FuturePlanning #VedaFinancial
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Our newest blog post offers vital strategies for handling complex compensation packages and optimizing tax planning, with the goal of unlocking financial security and fostering long-term prosperity. Read more about how to secure your financial future here: https://shorturl.at/sLtGm Toni DasGupta Ph.D. MBA #WealthPlanning #CorporateExecutives #FinancialSecurity #TaxPlanning #RiskManagement #RetirementPlanning