[Copy of Post from J.D.] What is your reliance rate and why does it matter? When portfolios don't perform and you are attempting to retire, this number might be the most important number than you know. *We use both reliance rate and withdrawal rate to analyze the income stream of our clients (estimated cash flow) and what kind of risk is present. **Let me know if you want to worksheet - I am happy to email it over to you. It is a fully functional PDF that we are particularly psyched out of our minds about... https://lnkd.in/gXgPGR3u
White Hawk Wealth Management
金融服务
Broomfield，Colorado 190 位关注者
The Future of Wealth Management is Here
关于我们
White Hawk Wealth Management (WHWM) was created with the idea that service is the most valuable benefit to our clients. We believe in a strong personal relationship with each of our clients. By knowing our clients on a personal-level, we can properly navigate them through the intricate decisions that inevitably arise as they pursue their financial dreams. We also believe in a comprehensive approach to serving our clients' financial needs. We understand that our clients have a choice in whom they work with and strive to be the clear choice when it comes to wealth management. Securities offered through LPL Financial, Member SIPC www.sipc.org . Investment Advice offered through Western Wealth Management LLC, a registered investment advisor. White Hawk Wealth Management and Western Wealth Management LLC are seperate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: Arizona, Colorado, New York, South Carolina, and Texas.
- 网站
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https://www.WhiteHawkWealth.com
White Hawk Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Broomfield，Colorado
- 类型
- 私人持股
- 创立
- 2018
- 领域
- Financial Planning、Retirement Planning、Wealth Management、Inheritance Specialist、Life Insurance、Long Term Care Insurance、High Net Worth和Windfall Money
地点
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主要
获取路线
340 E 1st Ave
310
US，Colorado，Broomfield，80020
White Hawk Wealth Management员工
动态
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White Hawk Wealth Management is hosting "Creating A Tax-Free Legacy" Make sure to attend it on September 17.
60-Minute Webinar: Tuesday, September 17th at 9:30AM MST ?? Come join us as we discuss how to pass your assets to your heirs while managing the tax bills. ?? ?? Here is the Link to Register: https://lnkd.in/gPXGbmNq What you will learn: ? How your funds get taxed now and when you die ? Ways to shift funds into the Tax-Free Bucket ? Rules around gifting, estate taxes, and how the Secure Act change inherited IRA’s ? Limitation for filling the tax-free (Roth) bucket when you are retired ? The Art of the Roth Conversion ? Generation Skipping Transfer Taxes ? And MORE! This 60-Minute Webinar will be held on Tuesday, September 17th at 9:30AM MST. ?? GRAB A SEAT TODAY - https://lnkd.in/gPXGbmNq
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60-Minute Webinar: Tuesday, September 17th at 9:30AM MST ?? Come join us as we discuss how to pass your assets to your heirs while managing the tax bills. ?? ?? Here is the Link to Register: https://lnkd.in/gPXGbmNq What you will learn: ? How your funds get taxed now and when you die ? Ways to shift funds into the Tax-Free Bucket ? Rules around gifting, estate taxes, and how the Secure Act change inherited IRA’s ? Limitation for filling the tax-free (Roth) bucket when you are retired ? The Art of the Roth Conversion ? Generation Skipping Transfer Taxes ? And MORE! This 60-Minute Webinar will be held on Tuesday, September 17th at 9:30AM MST. ?? GRAB A SEAT TODAY - https://lnkd.in/gPXGbmNq
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GREAT NEWS! ?? ?? You can now watch the replay of our 1st webinar of 2024: "Creating a Tax-Free Retirement". You can easily jump to the sections that are important to you and we hope that you find it educational. We also hope that Steven A. Jarvis, CPA ??approves! Featuring J.D. White, CFP?, CRPC?, AWMA?, AAMS? and Cameron Dye, CFP?. Special appearance by our new Client Services Administrator, Jennifer Ziegler, whom is not on LinkedIn. https://lnkd.in/g5RJHqQq #WealthManagement #TaxPlanning #FinancialPlanning #Retirement
WEBINAR REPLAY: Creating a Tax-Free Retirement
https://www.youtube.com/
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45 MINUTES FROM NOW - Last chance to jump in and join us for some education on Creating a Tax-Free Retirement! Jump in here: https://lnkd.in/gSZwyE-3
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60-Minute Webinar: March 21st, 2024 at 9AM MST ?? Come join us as we discuss shifting money from taxable accounts to tax-free accounts to better manage your lifetime tax bill. ?? ?? Here is the Link to Register: https://lnkd.in/gFFdegkg What you will learn: * How your funds get taxed now and in retirement * Ways to shift funds into the Tax-Free Bucket * Real-World situations that illustrate reasons for AND against doing Roth Conversions * The Art of the Back-Door Roth IRA Contribution * The Art of the Roth Conversion This 60-Minute Webinar will be held on Thursday, March 21st at 9AM MST. ?? GRAB A SEAT TODAY - https://lnkd.in/gFFdegkg
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Huge shout out to Cameron Dye, CFP? for organizing the first annual blood drive hosted here at White Hawk Wealth Management office in Broomfield to support Children's Hospital Colorado! They were able to get all of the time slots filled-up and several cookies and rice crispy treats were consumed. THANK YOU to everyone that supported the cause, and we look forward to doing this again in 2025. #givebloodsavelives #biggerthanwealthmanagement
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Congratulations, Cameron Dye, CFP? Dye, on earning the prestigious CFP? Designation! ???? ???? The CFP? marks identify those individuals who have met the rigorous experience and ethical requirements of CFP Board, including having successfully completed financial planning coursework at an accredited college or university and passed the 6-hour comprehensive CFP? certification exam. The exam covers Professional Conduct & Regulations, General Principles of Financial Planning, Risk Management & Insurance Planning, Investment Planning, Tax Planning, Retirement Savings & Income Planning, Estate Planning and Psychology of Financial Planning, which comprise the areas of focus for White Hawk Wealth Management and are the focus of how we add value to the services that you pay for. ? We are thrilled that Cameron has taken the massive amount of time required to not only pass the exam (64% pass rate = NOT an easy exam!), but also complete the hours and hours of coursework required as a prerequisite to sit for the exam. As a client, it should be comforting to know that he continues to put the work ethic of a professional athlete into his ability to serve you the best way possible. ? CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNER? certification. CFP? certifications held by nearly 100,000 people in the U.S. CFP Board Center for Financial Planning addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge. ? Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP? and CERTIFIEDFINANCIAL PLANNER? in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. For more about CFP Board, visit www.CFP.net.
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Stop jacking up your children's financial plans... We recently had a client lose a parent and they moved over a $300,000 beneficiary IRA (pre-tax). His parents did not necessarily do anything WRONG and we are glad that they were able to leave a substantial legacy for their heirs. BUT, you know we have to get nerdy and look at what could have been better if the parents had been our clients... ?? We know from our conversations with the clients that the parent was in assisted living and was not taking in any significant income. It would not have been hard to work with their CPA and their prior returns to start converting these assets and paying the taxes PRIOR to their passing. I am oversimplifying here, but it could have been done and likely a significant portion of those pre-tax assets could have been converted to the tax-free bucket. Here's the dilemma that we now face: our client has 10-years to withdraw the entire balance and pay income taxes on 100% of the amount (plus any returns). For the sake of easy math, let's just say we take out $30,000 per year. We now have to add that to the client's TAXABLE INCOME bucket. If you saw my last bucket post, you will know that we like to try and fill the tax-free bucket by looking at our clients' projected income brackets and filling those up. For an inherited IRA, we CANNOT convert those assets if we are a non-spouse. That $30,000 is taxable income AND we cannot move it to the tax-free bucket without being limited by normal Roth IRA contribution limits (www.IRS.gov). We have effectively LOST the ability to convert $30,000 of our client's pre-tax bucket to tax-free because of a missed planning opportunity on the parent's-side. MORAL OF THE STORY - nobody really did anything wrong here. But I know that we parents also never want to leave our heirs with anything but the best situation possible after we are gone. We certainly do NOT want to do anything to impact their financial planning and goals. Let's get to work on PLANNING AHEAD and not getting lost in stocks vs bonds or what the FED is going to do next month or year (or the IRS for that matter). #wealthmanagement #taxplanning #rothconversion #taxfreelegacy #followthewhitehawk White Hawk Wealth Management www.WhiteHawkWealth.com
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