Zach Melloh @_zachmelloh26
Advisor @ LJI WM | I help high earners + business owners grow their wealth in a comprehensive manner. Flat-Fee & AUM billing I CFP Candidate | Tweets # Advice calendly.com/zach-Iji/30min Apply to work together⬇️ Joined February 2013-
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Over the past 5 years, I’ve worked with hundreds of millionaire clients Here is the most important lesson I’ve learned in that time: Money is a highly emotional subject It's surprising how even brilliant minds can get tripped up by emotions when it comes to investing
W2 Employee tax planning yearly checklist: - Qualified plan contributions - 529 contributions - Tax Gain harvesting in year of low or no income - IRA / HSA contributions - Backdoor Roth / Mega backdoor - Roth conversions - Tax loss / gain harvesting
I've been meaning to comment on this topic for awhile 3 recent problems I've had with Robinhood: 1. The "match" is slightly deceptive in the sense that most people have equated the "match" to a 401k match Robinhood offers a 3% "match" on whatever you put in
The $13.61 million per person estate tax exemption for 2024, is set to sunset at the end of 2025 As a result, the exemption will drop back to the prior (TCJA) level of $5 million per person, adjusted for inflation If your total estate is approaching or above this number, the
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And to clarify further: You can’t tax your way out of a spending problem - it’s not possible So I believe this proposal is pointless at best
And to clarify further: You can’t tax your way out of a spending problem - it’s not possible So I believe this proposal is pointless at best
Something not discussed enough: Tax loss harvesting impact on boosting returns... In two separate studies by Vanguard & Forbes the added benefit of loss harvesting ranged from .50-1% in taxable accounts But here's the thing... The "return" doesn't show up directly in your
I was just asked to teach a lesson on financial planning in a high school personal finance class 1. I consider this a great honor and am really excited to participate 2. Help me out here: What are 1-2 things you wish you were taught in high school economics or personal
I wrote a collection of 30+ personal finance blog posts you can find here: 💰
The $13.61 million per person estate tax exemption for 2024, is set to sunset at the end of 2025 As a result, the exemption will drop back to the prior (TCJA) level of $5 million per person, adjusted for inflation If your total estate is approaching or tate
If you enjoyed this thread: Like, comment, bookmark and RT to share with your audience! for daily personal finance content 💰 And if you have more questions about estate planning or taxes, my DM’s are OPEN
Rising interest rates are making real estate deals less attractive But there is still an occasional strong opportunity in private real estate Saw a good deal come across my desk for the first time in awhile today Olclients and am highly selective in the ones I take the time)
Witnessed a case where the son of an elderly woman (Late 80's) coerced her into signing over her entire estate $10mm + as collateral for loans to save his miserably failing business None of the siblings knew this at the time Luckily, it was reversed and ruled elder abuse
If You're a High Income Earner, Here's How You Can Unlock the Wealth-Building Potential You Didn't Know You Had: Essential Investment Accounts for High Earners:
That's all for now! If you enjoyed this thread, please scroll up to the first tweet and leave a like, bookmark, and comment to share your thoughts and questions on this thread My DM's are always open to help you find the answers you've been looking for Thank you for reading!
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“FINANCIAL ADVISORS ARE SCAMMERS I WOULD NEVER PAY AUM” - @ wshei probably …. 3 Months Later: 😦
Ever heard of the Dunning-Kruger Effect? How’s how it relates to investing and financial planning: Stage 1: “I don’t know anything about investing I’ll just buy a couple of indexes” Stage 2: “I’m really good at investing I’ll beat the market with individual stocks
With enough time and experience, almost everyone learns this simple truth about investing: Luck in the beginning + confidence = Impending Disaster
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H @who_soever1
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Everybody Lies @furrshurr1
214 Followers 207 Following I don't trust any of you. Je pense, donc je suis. Western culture has monetized mental illness and I block crybabies.
Ben Galloway, CFP®�.. @ItsBenGalloway
54 Followers 96 Following Gay advisor for my community’s entertainers, executives, & entrepreneurs. Tweets are not advice.
Prajna Shorts 🐻�.. @prajna541
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16 Followers 39 Following Founder @forthrightfs. Helping Contractors Improve Profit Margins, Prepare for Inconsistent Cashflow, and Plan For Retirement on Their Terms. Tweets ≠ advice.
DM @DerecM
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252 Followers 1K Following Digital advertising. Innovation, jobs and growth. No Oxford comma. #Internet4Growth
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120 Followers 277 Following Your strongest muscle and your worst enemy is your mind. Train it well.
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@_zachmelloh26 The compounding effects of The Big Mistakes that investors make dwarfs the compounding of a fee for behavioral coaching
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