Anna K. Pfaehler, CFP®, AEP®

Financial Advisor, Author

[Anna K. Pfaehler, CFP®, AEP® @anna_pfaehler]

My guest post on the Nerd’s Eye View blog is now up!

[MichaelKitces @MichaelKitces]

How "swap powers" – the ability to exchange assets in an irrevocable trust with other assets of equivalent value – can be used to add flexibility and income tax efficiency to an irrevocable trust. By guest author Anna Pfaehler: https://t.co/PvgO67xdEl #advicers

[Anna K. Pfaehler, CFP®, AEP® @anna_pfaehler]

In my latest Substack, I’m reflecting on the financial steps I took before buying into a business.

https://t.co/1nQbhkQ7FO

[Anna K. Pfaehler, CFP®, AEP® @anna_pfaehler]

New Post Alert!

Side letters, or letters of wishes, express to your heirs what your will cannot. Added bonus - you don’t need a law degree to understand them!

https://t.co/GKxOx0Qd45

[Anna K. Pfaehler, CFP®, AEP® @anna_pfaehler]

New post alert! Side letters to trustees can provide guidance from the grave, giving key details of how you’d like a trust to impact future generations.

https://t.co/O6CyC9gCtt

[Anna K. Pfaehler, CFP®, AEP® @anna_pfaehler]

New post on Through the Branches about assembling your own personal board of advisors:

https://t.co/ZlAzw5EYie

[MichaelKitces @MichaelKitces]

How "swap powers" – the ability to exchange assets in an irrevocable trust with other assets of equivalent value – can be used to add flexibility and income tax efficiency to an irrevocable trust. By guest author Anna Pfaehler: https://t.co/PvgO67xdEl #advicers

[Anna K. Pfaehler, CFP®, AEP® @anna_pfaehler]

New post on Through the Branches! This time I'm talking about the pitfalls of probate and how to avoid them.
https://t.co/GpbUI7XDOu

[Eric Turkewitz @Turkewitz]

With Harris and Walz we are about to enter apostrophe hell.

[The Olympic Games™ @Olympics]

This is everything.

[USA Rugby @USARugby]

Statement start to #Paris2024

TRY | S. Levy, K. Kirshe (2), I. Maher, S. Sullivan, S. Sedrick
CON | K. Canett (3)

[Anna K. Pfaehler, CFP®, AEP® @anna_pfaehler]

New post on Through The Branches: https://t.co/jgK52421nX

[Anna K. Pfaehler, CFP®, AEP® @anna_pfaehler]

@jbrendanfrazier To have the right tools to serve my clients to the best of my ability.

[Anna K. Pfaehler, CFP®, AEP® @anna_pfaehler]

New post on using side letters in estate planning:

https://t.co/BWzqEKAX7z

[Anna K. Pfaehler, CFP®, AEP® @anna_pfaehler]

New Post! https://t.co/uBCGDogv8A

[Richard Rubin @RichardRubinDC]

New from me:

Speaking of inflation, IRS is out with the 2022 inflation adjustments to brackets and other tax parameters.

https://t.co/gK9Rs1kMrt

[Jeff Levine, CPA/PFS, CFP® @CPAPlanner]

🚨🚨Aaaannnddd here it is on the IRS website🚨🚨

Official Announcement. In print.

IRA and HSA contributions for 2020 can be made up through May 17, 2021🥳🎉

But Q1 2021 Estimated Tax Payments still due April 15, 2021😡
https://t.co/qwlJ8JLBzS

[Empower Work @empowerwork]

It's a critical time for millions of Americans, particularly women and women of color, stressed and overwhelmed by the current economy.

That's why we're here. Confidential, free support: 510-674-1414.

A trained peer counselor is a text away.

[Jaime-Alexis Fowler @JaimeAlexis]

Women. Are. All. The. Losses.

[Anna K. Pfaehler, CFP®, AEP® @anna_pfaehler]

@BenCSullivan @IRStaxpros Of course it’ll be the year I have my own taxes done before April...

[〽️Melissa Joy, CFP® @MelissaJoyCFP]

@SonyaDreizler @BlairHduQuesnay @courtranstrom @CourtMcQuade @ReformedBroker @slhzdh @chelsea_emery @KateHealy_TDA You may think this one is just about Hollywood...until she starts talking about her previous career as an investment analyst. 😳🙌🏽😕 https://t.co/oJv1JNbMSl