Chandler Wall @chan_wall
Helping busy working parents make financial decisions, so they don't have to. For additional information and disclosures please visit https://t.co/n8nrC1Z8yd teaktreecapital.com Fort Worth, TX Joined December 2012-
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@StatsManX Serge bc he wouldn’t complain about being on the bench
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You don't need to reinvent the wheel to have a great investment portfolio So many people believe their portfolio needs to include assets that have a WOW factor The truth is, most millionaires get there by keeping things simple
Being a good investor requires discipline Will you: - Stay invested when everyone is selling - Keep buying when the world is chaotic - Avoid get-rich-quick schemes Doing these will put you ahead of the masses
@Salty_Investor That's right. $35K can be converted to Roth. That's a great new rule.
Why is a 529 account good for college savings? -Tax-deferred growth -Tax-free withdrawals when used for college expenses -Easy to automatically save into Parents who start saving for college early in their kids' lives have a much easier time paying for school
@RunEricRun Absolutely. $35K can be converted to a Roth.
An important truth: When receiving a raise, you make more money even though your tax bill increases Don't let taxes keep you from wanting to increase your income
As a financial advisor, I come across many people that want to save on taxes Most of them think a lot about saving taxes today, but forget about the future Proper tax planning will make sure you save the most on taxes over your entire life
It feels good to give away highly appreciated stock and pay no taxes - A client's stock was up 12,700% - He gave some to his donor-advised fund If he sold the stock, his tax would have been ~$15K Instead, he paid ZERO cap gains Being strategic pays well
Don't give cash straight to charity when receiving a windfall Instead, do this: -Gift stock with long-term gains to a donor-advised fund -Re-buy the stock with your cash Your stock's cost basis gets reset and you avoid cap gains tax on the gift
Goal collection is foundational to financial planning We need to know what you care about so that the plan is yours, not ours These goals could be: - When to retire - Kids' college - Starting a business - Exiting a business - Charitable giving - And so on
As an advisor, I see stress levels drop when savings are automated - Know how much you should save - Send cash to IRA straight from your paycheck - Send cash to brokerage from your paycheck You now have freedom to spend what hits your checking account since you've already saved
Does your income change every year and you never know how much to pay in fed'l taxes? You need to know about safe harbor withholdings This rule allows you to withhold: - 90% of this year's tax or - 110% of last year's tax By doing so, you will not owe any penalties for too little tax withholding
Financial planning has become a convoluted term that means different things to different people It shouldn't be that way Understand a financial advisor's process before signing up You shouldn't leave an initial meeting more confused than when you showed up
Money conversations with your spouse are essential You will view some things differently - You may want to vacation more - Your spouse may want to retire early Listen to each other and figure out how to accomplish both It should be an equal partnership of decision-making
BUSINESS OWNERS Please use separate bank accounts for business and personal This will help you: - Track cash flow more easily - File taxes quicker - Budget better - Protect personal assets - Lower stress levels
Do you and your spouse know your WHY? Far too often I see couples making financial moves with no purpose A few reasons it's important to know your WHY: - You'll invest appropriately - You’ll spend intentionally - Your marriage will have more clarity
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