VeriPlan Personal Financial Planning
DIY financial and retirement planning Excel calculator software
Automated Tax Projection Features in VeriPlan This is the text transcript of this video. It also includes the slides used in the video above. Note that this video is better when viewed in full-screen mode. This is Larry Russell. This video summarizes automated tax projections in the VeriPlan lifetime financial planning software application. […]
How US federal long term capital gains taxes are calculated This is the text transcript of this video. It also includes the slides used in the video above. This is the second part of this two-part video series on long-term capital gains taxes. Go to part 1 – Long-term capital gains tax calculations […]
How US federal long term capital gains taxes are calculated This is the text transcript of this video. It also includes the slides used in the video above. This is the first part of this two-part video series on long-term capital gains taxes. Go to part 2 – Long-term capital gains tax calculations […]
401k Fees and Expenses Finding information about the costs of employer-sponsored defined contribution plans is difficult, because for years weak regulations have allowed the financial industry to obscure these costs and gouge millions of retirement plan participants. This has made it difficult for both employers and plan participants to understand the true costs of these […]
Automatically project your lifetime and retirement federal, state, and local income taxes, capital gains taxes, property taxes, and other taxes VeriPlan’s personal retirement tax calculator software automatically projects your real dollar tax obligations using current tax rates and tax limits that would apply in your particular situation. For example, regarding your income taxes and income […]
VeriPlan estimates your lifetime annual taxes in 8 different tax categories The VeriPlan tax planning calculator projects your lifetime annual tax payments in 8 different tax categories. VeriPlan’s fully integrated and automated lifetime annual tax calculator and retirement tax calculator capabilities automatically project your lifetime estimated taxes in these 8 tax categories: Federal income taxes […]
Municipal Bond Investments and Marginal Income Tax Rates Some investors hold municipal bonds in an attempt to reduce their tax burden. This article discusses the relationships between tax-exempt municipal bonds, marginal tax rates, and investment asset tax location. An investor’s marginal tax rate is important, when making tax-related investment portfolio decisions. By combining your federal, […]
Optimal asset “tax location” strategies and drawing down traditional tax-advantaged assets, while delaying Social Security retirement payments Investment tax location and Social Security tax optimization strategies could improve your lifetime financial plan. To understand how VeriPlan manages the automatic: A) reinvestment of positive annual cash flows from net earned income and other non-asset cash flows […]