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Search resuls for: "Kate Dore Is A Certified Financial Planner Professional"


3 mentions found


☆ Social Security payroll tax limit increases for 2025. Here's how that may affect you
  + stars: | 2024-10-11 | by ( Kate Dore | Cfp | Kate Dore Is A Certified Financial Planner Professional | ) www.nbcnews.com   time to read: +3 min
In 2025, millions of retired Americans will see a 2.5% cost-of-living adjustment for benefit payments, according to the Social Security Administration. The Social Security Administration on Oct. 10 unveiled a higher threshold for earnings subject to Social Security payroll taxes, known as the “taxable maximum” or “wage base.”The limit shifts annually based on the national average wage index. How the Social Security tax calculation worksThe Social Security payroll tax rate is 12.4%, with workers paying 6.2% through paycheck deductions. Concerns over Social Security solvencyThe latest Social Security adjustments come amid growing concerns about the program’s solvency. In the meantime, some advocates have pushed to increase the Social Security wage base to provide more funding.
Persons: Sean Lovison, “, Lovison, ’, Alicia Munnell Organizations: Social Security Administration, Social, Social Security, Medicare, Security, Center for Retirement Research, Boston College Locations: Philadelphia
☆ As interest rates fall, it's a 'fantastic time' to revisit bonds, advisor says. Here's why.
  + stars: | 2024-10-09 | by ( Kate Dore | Cfp | Kate Dore Is A Certified Financial Planner Professional | ) www.nbcnews.com   time to read: +3 min
As the Federal Reserve cuts interest rates, investors should review their bond portfolio, which could see a boost from dovish Fed policy. Typically, bond prices and market interest rates move in opposite directions. While it may be tempting to cling to cash, it will become “less attractive, less productive as interest rates fall,” Ward said. Many corporations leveraged rock-bottom interest rates during the pandemic to strengthen balance sheets and refinance debt, said Ward. As interest rates fall, those longer-maturity bonds should reward investors, experts say.
Persons: ”, Scott Ward, ” Ward, Ted Jenkin, Ward, “, Jenkin Organizations: Federal Reserve, dovish Fed, Fed, Morningstar, Bond, CNBC’s Locations: Birmingham , Alabama, Atlanta, “
☆ IRS: This 'rule of thumb' shows who needs to make a third-quarter estimated tax payment by Sept. 16
  + stars: | 2024-09-13 | by ( Kate Dore | Cfp | Kate Dore Is A Certified Financial Planner Professional | ) www.nbcnews.com   time to read: +2 min
The third-quarter estimated tax deadline for 2024 is Sept. 16, and skipping a payment could trigger a penalty, according to the IRS. Some filers also need estimated payments if they haven’t withheld enough taxes from a full-time or part-time job. Estimated payments can help avoid “refund disappointment or balance due shock,” said Mark Steber, chief tax information officer of Jackson Hewitt. For 2024, the quarterly estimated tax deadlines are April 15, June 17, Sept. 16 and Jan. 15, 2025. You can use your online account, IRS Direct Pay or the U.S. Department of the Treasury’s Electronic Federal Tax Payment System, or EFTPS.
Persons: ”, Mark Steber, Jackson Hewitt, there’s, Tricia Rosen, Virgin Organizations: Taxpayers, IRS, U.S . Department Locations: Newburyport , Massachusetts, Puerto Rico
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