From everyone at WPWealth, we wish you a very Happy Thanksgiving!
WPWealth
金融服务
Fort Worth，Texas 905 位关注者
Our goal is to be the client’s most trusted advisor by looking forward towards changes in the financial environment.
关于我们
The financial and economic landscapes are constantly shifting. It can be harder than ever to find the right advisory relationship. We think choosing a financial advisor is something that should be done carefully and patiently. We believe we offer a distinctive and valuable service that enables our clients to enjoy the confidence and comfort that comes from having their investments handled prudently and their financial lives focused, organized and simplified.
- 网站
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https://www.wpwealth.com
WPWealth的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Fort Worth，Texas
- 类型
- 私人持股
- 创立
- 2000
- 领域
- Asset Management、Estate Planning、Qualified Retirement Plans、Insurance Services、Wealth Management和Financial Services
地点
WPWealth员工
动态
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Yesterday, Shane C. Miller, CFP? CRPS? CEPA? and J. Tyler Ayres, CFP? had the pleasure of presenting at Harris, Finley & Bogle, P.C.’s Financial Planning Workshop. They shared key considerations for planning your financial future, which provided a fantastic opportunity to connect with everyone and discuss such important topics. Thank you for having us!
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Congratulations to WPWealth Principal, Patrick Dougherty, MBA, CFP?, AEP?, for being named to D Magazine’s Best Financial Planners in Dallas-Fort Worth List for the 16th time! Learn more about Patrick and this recognition here: https://lnkd.in/g-Uzu-WP
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Q4 Reminders before Year End 1. Get those RMDs handled, even on beneficiary accounts. If the date of death of the original owner is after 2020, while nothing is required this year. Getting a game plan in place is highly advisable if you have not taken anything. 2. Charitable Donations and Funding Donor Advised Funds. 3. Annual gifting and taking advantage of the high lifetime gift tax exemption amount. Next year might be the last year before the TCJA sunsets. 4. Annual funding of IRAs and 401(k)s. If you have not maxed these out yet, take a look at your paystubs and make sure you are. 5. If you sold a business this year and are still sitting on the cash, now is the time to get a plan in place. 6. Fund HSA accounts if you have the ability. 7. Don't stress about the election; it's almost behind us. I am sure I am missing others, but now is the time to get this stuff handled before the end of the year madness and holiday events start up.
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We had an amazing time at our recent team-building activity! Cooking up delicious dishes and enjoying the meal together was a fantastic way to bond and strengthen our teamwork. A big thank you to The Cookery Texas of Fort Worth for hosting us and providing such a wonderful experience.
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October is National Financial Planning Month! Are you ready to take control of your financial future? Take our quick quiz below for tailored recommendations based on your scores. Let’s make your money work for you! https://lnkd.in/gYWJwtSF
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See below for this Friday Fun Fact from Matt Magee, CFP?, WPWealth Manager, as he provides insights on Unrelated Business Income Tax.
Friday Fun Fact. If you like investing in real estate or other non-liquid assets through a self-directed IRA. Do not forget about UBIT (Unrelated Business Income Tax). Typically, the income generated within a self-directed IRA grows tax-deferred. However, if it's unrelated to the primary purpose of providing retirement income, the profits may be subject to UBIT. If you have read this far and find yourself in this situation, make sure to keep enough cash in the account to cover taxes. While I can see the appeal of going this route, I firmly believe putting those assets in a different vehicle from the onset is likely a better option to avoid complications and surprises like UBIT. Have a great weekend. As always, contact your CPA and advisors before making such decisions.