The Welch Group is a fee-only wealth management firm that provides investment management and financial planning services to clients in Birmingham, Alabama, and across the US. Serving families for over 35 years, we believe success is achieved through a personalized team experience and offer two service approaches to help clients attain their financial goals based on their unique situation.
Our Family Office Services approach offers comprehensive wealth management and planning assistance to qualified individuals and families. Our process is purposefully designed to address the sophisticated needs surrounding each client's complex case and deliver tailored strategies to help clients successfully pursue their life and retirement goals.
Our Wealth Management Services is a no minimum assets under management approach and provides clients with investment management and wealth management services. No matter where you are on your financial journey, we believe we can help you find success.
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How the fuck does this shit show up when i search "fox news" ?!
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If you have a Roth 401k and then simply roll it over to a Roth IRA you’d get to the 12 million way before your one hundred. You don’t need require minimum distributions and you can leave it for your kids. The sad thing is the estate tax and generation skipping transfer tax will hit ya above twelve million even if you work your butt off all your life.
If you have a Roth 401k and then simply roll it over to a Roth IRA you’d get to the 12 million way before your one hundred. You don’t need require minimum distributions and you can leave it for your kids. The sad thing is the estate tax and generation skipping transfer tax will hit ya above twelve million even if you work your butt off all your life.
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Thanks Stewart very well said and thank you for using your platform to promote the benefits of being financially as well as physically and mentally fit......your a perfect example of practicing what you preach . I'm honored to have you as a friend and mentor and Mayor of our fine city and humbled to hear you speak so highly of the YoungerByTomorrow.com health & Wellness program !
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Can the Alaska PFD be counted as earned income? It is income that gets taxed each year.
Myra is being phased out.
how to invest $1k? buy clothes and get in shape... wow, i have to admit, as an investment strategy, i never thought of that...
Skip it: it's fluff.
Pay off your largest debts first.
hello Stewart it's really important to make sure that you distinguish between expats and immigrants. An expat is the person who temporarily goes overseas for work for love, ... An immigrant for example myself is a person who has left the United States and has no intention of returning there. We all start out as Expats, with most returning to the USA, after some period of time, While the rest of us choose to live permanently in a foreign country. Unfortunately the American government does not differentiate between the two. This is the reason that the American immigrants and expatriates are having such difficulties overseas with American taxes right now. You may have inadvertently hit on a topic which is called FATCA. FATCA is the reason that many Americans living overseas for many years, are being forced to give up their American citizenship, because the federal government is taxing them unfairly. As FATCA came into effect in 2014, Americans living permanently overseas are being forced now to pay taxes to the United States on there income, property and holdings in the foreign countries where they live. For the average middle class American living overseas this creates an impossible financial burden. Although your news segment seemed to attempt to frighten Americans into not leaving the United States, there is a much larger story about Americans already living overseas, being unfairly double taxed in two different countries by the Obama administration. I really hope that you understand that the biggest problem for Americans living overseas, is the American government itself. Finally Americans living overseas are a tight knit group. For many of us living on the outside of the United States looking in, it's easy for us to understand how life on the outside of the United States may be the better option. For many of us, who don't use any services from the United States, who won't use social security or health benefits from the United States, who have truly made their lives in other countries, renouncing our American citizenship may be the only way for us to protect ourselves from the United States.
Hey man, thats a very awesome strategy. Has anyone ever used Effortless Money Builder? I've earnt $22,000 over the past 5 months. Search google for "Effortless Money Builder" to see for yourself.
Other than the tax credit, that's spending money, not investing it. Take this down
That wasn't helpful at all.
Good video, I have a similar one. My channel teaches my audience about finance and how they can find undervalued companies, check out if you have time. Keep up the great work!
@SysAdmin86851 tempting it is in stocks, when u have people promoting stocks, Warren buffet, that people think they can invest like him. But i am not tempted for common stocks. I am in ETFs. They also trade just like stocks. I read a lot about how stocks can give you good returns and so on. So, I will stick with it.
we facing the worst hyperinflation ever in the usa ,and this dude got paid to lie to us middleclass society , shame on u dude
I love this concept! In Couples Money, I call these accounts the "Fun Funds".