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Social Security Fairness Act: Planning Considerations For The Repeal Of The Windfall Elimination Provision (WEP) And Government Pension Offset (GPO)

Nerd's Eye View

For most people, Social Security benefits are calculated using a single formula, which takes into account the individual's history of earning income on which they paid Social Security tax. This lack of clarity made retirement planning significantly more challenging.

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“How Much More Will I Get?”: Calculating The Impact Of WEP And GPO’s Repeal On Social Security Benefits

Nerd's Eye View

The new law repeals both the WEP and GPO, restoring full Social Security benefits to affected individuals, retroactive to January 2024. To help with this, we've developed a downloadable calculator that simplifies the process of estimating an individual's unreduced Social Security benefits, whether or not a full earnings history is available.

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How Much Does Having The ‘Right’ Capital Market Assumptions Matter In Retirement Planning?

Nerd's Eye View

Advisors want to help clients set a secure, reliable retirement plan, yet even the most comprehensive assumptions will inevitably deviate from reality at least to some degree. The good news is that CMAs can still provide a range of realistic spending limits, and, even better, most financial plans are not static one-and-done roadmaps.

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How Employer Roth Contributions To Solo 401(k) Plans Reduce The QBI Deduction (And Increase Taxes) For Self-Employed Workers

Nerd's Eye View

Solo 401(k) plans are a popular retirement savings vehicle for self-employed business owners. By maximizing both the employee employer contributions, solo 401(k) plan owners can often save significantly more than is possible with other types of retirement plans available to self-employed workers, like SEPs and standard IRAs.

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The Essential Nature of Strategic Financial Planning for Tech Startups

CFO Plans

In the fast-paced world of tech startups, strategic financial planning isn’t just beneficialit’s crucial. Start Your Financial Transformation Today with expert guidance from CFO Plans. This planning involves exploring various tech startup funding strategies , from venture capital and angel investors to crowdfunding.

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US plans 30% tariffs on EU, Mexico

CFO Dive

Deep Dive Opinion Library Events Press Releases Topics Subscribe Search Subscribe Search Strategy & Operations Financial Reporting Compliance Technology Treasury Risk Management Leadership An article from US plans 30% tariffs on EU, Mexico President Donald Trump unveiled the new duty rates, set to begin Aug.

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No-Code Forecasting in Power BI: Planning Without the Pain

Collectiv

Inputs are written back to a central data layer (like Azure or Microsoft Fabric), keeping everything secure, governed, and up to date. But theyve been locked out of the planning process because traditional tools werent built for them. Scenario Planning and Simulations Pre-built scenarios (e.g., They understand the drivers.