Eli Weissman, CFP®, CPWA®’s Post

Earlier this week a lobbyist recounted a recent conversation with his current financial advisor. Lobbyist: I asked him about my capital gains for the year. He told me point blank that he CAN’T provide me with tax advice. He said it wasn’t his job. WOW! This one-minute educational video talks about what your financial advisor CAN do when it comes to taxes. Don’t leave money on the table. Find out how by messaging me. Reduce Taxes • Retire Early • Pursue Your Passions   Follow me on LinkedIn: https://lnkd.in/ePNFy-SV   #taxes #lobbyist #taxplanning Spire Wealth Management, LLC is a Federally Registered Investment Advisory Firm. Securities offered through an affiliated company, Spire Securities, LLC., a Registered Broker/Dealer and member FINRA/SIPC.   This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific situation with a licensed tax professional.

How much money do you have in box three? If there was a way to have a portion of your money grow on a tax deferred basis, and be able to withdraw it without it being taxed, how much money would you put there? 😲 Typically the first two boxes have the most percentage of a persons money allocated in them. The bottom box is often the least used, however it has the best tax advantage long term. 😎 Allocate your money in different places. Don't tie it all up in qualified plans. Where it will be taxed at some unknown future rate! Put a portion of it where Uncle Sam won't get any. If you want to learn more about how this strategy can be part of your financial plan, put 3 boxes in the comments, or in a message to me. We can get on a call to see if this is a good strategy for you. Remember what we say. Pay what you owe, but don't leave a gratuity. I'm the Wealth Guardian. 😎 Minimizing your taxes, protecting your life, income and assets, so you can grow your wealth, live abundantly and with dignity. Ready to have your discovery meeting? Click book an appointment above and let's get on the calendar. Dm me with any questions. I'm here. --------------------------------------------------------------------------------- Most advisors start with a product to sell. We start with a person to serve. 💞 I'm a personal CFO of successful entrepreneurial attorneys and business owners. Your gonna love the way we work. We just know it. #franklyspeaking #financialplanning #protection #wealthbuilding #MPG #lawfirmavengers #wealthguardian #attorneys #lawfirmsuccess

Time sensitive planning opportunities you can take advantage of before the end of the year. Turn investment lemons into lemonade. While most advisors are familiar with tax loss harvesting, that’s only half of the equation. The other half is to identify the right gains to take using the bucket location method. This will help reduce your tax bill in the current year AND set in motion future tax savings into the future. Find out how you can benefit by messaging me. No obligation, just sound advice. Reduce Taxes • Retire Early • Pursue Your Passions   Follow me on LinkedIn: https://lnkd.in/ePNFy-SV   #lobbyist #taxes Spire Wealth Management, LLC is a Federally Registered Investment Advisory Firm. Securities offered through an affiliated company, Spire Securities, LLC., a Registered Broker/Dealer and member FINRA/SIPC.

Longevity isn't just about living longer. It's about living the quality of life you deserve. Let us help guide you towards the quality of life you deserve! #FinancialPlanning #WealthManagement #RetirementPlanning #FinancialAdvice #401k #Investing Morgan Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax advisor. https://mgstn.ly/3vAvR2N

The proof is in the pudding. We talked to our customers about how offering a Guideline 401(k) has helped their businesses thrive. 🚀 Learn more about how Safe Harbor plans can help your company stay compliant and competitive @ https://bit.ly/3yKta0t Note: Not investment or tax advice.

Whether your clients are modest investors or ultra-high wealth individuals, everyone wants to pay less taxes. Chief Planning Officer Jeffrey Levine shares how Buckingham’s wealth planning conversation guide can help advisors support these goals. Learn more: https://lnkd.in/grtJvZid

Pre-tax or Roth? Want to know the ins and outs of Roth accounts? Join us May 14th! There are benefits for both pre and post tax accounts. Learn from the best and devise your own game plan. Register at the link below. #familybusiness #participantexperience #whealthy #savingsstack #integratedplanning #optimizedoutcomes

With all the focus on Roth conversions, the Wealth Industry is missing an important perspective for the retirees - it is much better to use the low tax rates to source retirement distributions from the qualified accounts. This comic illustrates what happens when advisors don't practice it.

New tax lien investors from Richmond, VA, are making waves by purchasing their first tax lien! If you want to know how you can get involved and change your financial future, visit our website and click the 'events' tab. There, you can find a list of classes being taught all around the country and find one near you where you can learn how to kick start this journey. #InvestmentEducation #FinancialSolutions #TaxLienCode #realestateeducation #NewInvestors

It’s a common myth that you need a few thousand dollars to begin investing. It actually works in your favor to start investing early — even with as little as $50 a month — rather than to wait until you have a few thousand dollars saved up. Although investing involves risk, through time and the power of compounding, your $50-a-month investment can contribute significantly to larger financial goals. For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #investors #investments #equity #equitymarket #mutualfunds #wealth #investmentcommunity