Please follow this link to view the complete annual report in PDF format. Here are some interesting highlights from 2017: Emerging market stocks +37% vs US Stock market +21% US Large Cap Growth index +30%, led by tech sector Top…Read More
Expanded Use of 529 Funds Beginning on January 1, 2018, 529 account owners may take tax-free withdrawals up to $10,000 annually from their accounts for tuition expenses at public, private, or religious schools. This provision will apply to elementary, middle, and high schools. Financial…Read More
If you are a frequent user of Twitter, you may want to consider following us @ATXWealthMgmt. Twitter can be a mess and a complete waste of time. However, I have found that by carefully curating a list of people to follow, it becomes an…Read More
As you might imagine, we field several inquiries about Bitcoin each week. The intrigue is certainly understandable and we have been doing our own research in an effort to make sense of it all. Our objective is to develop a sober and…Read More
A Donor-Advised Fund (DAF) is a convenient way make charitable gifts over a long period of time. Here’s how it works: 1) Set up a DAF investment account. 2) Fund the account with a charitable donation and enjoy the tax benefit…Read More
As part of our planning services, we consistently see clients with 401(k) plans that are poorly designed, expensive, and not maximizing tax advantages. Unfortunately, employers are often not aware that they could be receiving better 401(k) services while actually lowering their overall…Read More
Wes Gallup is a new Partner at Austin Wealth Management, and we are thrilled to have him on the team. He is leading our efforts in 401(k) plan services for small and mid-sized businesses. In this capacity, he is working…Read More
(may not apply to you, always consider your cash flow and cash reserve first, and always consult your CPA for details) Increase your pre-tax 401k contributions from your final paychecks of 2017. You are allowed up to $18,000 for the year ($24,000 if…Read More
If you have a 401(k) plan through your employer, chances are that it is receiving the majority of your new investments each year. In a lot of cases, it is the BIGGEST investment account in a household. Until now, we…Read More
We have expanded our access to non-traditional investments through an independent exchange called CAIS. This platform provides third-party research reports, analytics tools and streamlined transaction execution for private equity funds, private loan portfolios, hedge funds, real estate funds, and others. Non-traditional,…Read More
