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PwC FDD, how’s deal flow been? You still hiring?
Best place to share your book for critique?
Additional Posts in Partner One
First official day as a partner. Hello there!
PwC FDD, how’s deal flow been? You still hiring?
Best place to share your book for critique?
First official day as a partner. Hello there!
Mega Backdoor Roth, Backdoor Coverdell, IRA rollover, 529 contributions at max, CSV into Universal life policy, and HSA maxed and left untouched, are all basic blocking and tackling to get tax advantaged savings into equities each year for us. Looking into real estate or other creative options with excess as independence sucks as a B4 partner.
... we have the usual ETFs, stocks and also buying our first house. But how does your investment strategy evolve as you get richer? I have been looking at real estate private equity. Invested in couple private startup deals. What other “wealth building” things do you beyond the usual suspects? I hear partners in my firm forming GPs and buying multi family properties in Florida. Open to thoughts
Commercial real estate via limited partnerships to diversify since most is in the market.
Gold bullion as a hedge. High end vintage trading cards. I’ve made a boatload in vintage baseball cards (ty Cobb, mantle, etc) in recent years.
Don’t forget the Backdoor IRA and HSA. That’s another $18,100 per year of retirement vehicles.
Yeah but now they’re called consumer driven!