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Need help? Check out the below resources to help on your financial journey.
Need help? Check out the below resources to help on your financial journey.
Providing the nuanced perspective that tends to be missing in wealth management.
Should you pay off your mortgage early, or keep the loan and invest the difference? In this video I walk through the exact framework I use with high net worth clients, with real numbers showing when paying it off is the right move, and when keeping the loan is worth a million dollars to your bottom line.
If you have company stock inside your 401(k), one decision could save you tens of thousands of dollars in tax. It's a strategy called Net Unrealized Appreciation, or NUA, and most people, even their accountants, never bring it up.
Most retirees think about bonds the wrong way. They focus on the percentage, 60/40, "your age in bonds," and miss the question that actually matters in retirement: how long can you pay your bills without selling a single share of stock?
Most retirees pick their state by looking at one number, the state income tax rate. That number is often the least important piece of the puzzle.
Most investors are leaving thousands of dollars on the table every single year. Not because they are picking bad investments. Because they are not running the tax playbook the wealthiest families have quietly used for decades.
If you just inherited an IRA or Roth IRA, the decisions you make in the next 12 months could cost you tens of thousands of dollars in unnecessary taxes. In this video, I break down exactly how inherited IRAs work, the critical difference between inheriting a traditional IRA and a Roth IRA, the 10 year rule from the SECURE Act, and how to build a smart distribution plan based on your income, your state taxes, and your actual need for the cash.
Calculate your potential tax savings from tax loss harvest or estate strategies on you carry
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Learn smart strategies to reduce your tax bill and keep more of what you’ve built. Tools and techniques to help business owners maximize their proceeds when selling.
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Designed for first-time homebuyers to evaluate readiness and make informed decisions.
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A comprehensive financial and life planning checklist to help new parents prepare for the birth of a child, covering everything from insurance and estate planning to childcare costs, tax strategy, and long-term family goals.
Get the ResourceWe work with a select group of clients to provide tailored, high-touch wealth management. Ready to see how we can help?
Our personalized process ensures you receive expert financial guidance tailored to your unique goals. Get in touch in the way that works best for you—fill out the contact form, send us an email, or schedule a call. However you choose to reach out, we’re here to help you build, grow, and protect your wealth.
VDB Wealth LLC is a registered investment adviser located in the State of Georgia. Registration as an investment adviser does not imply a certain level of skill or training.
The information on this website is for informational purposes only and does not constitute investment, legal, tax, or financial advice. Nothing on this site should be interpreted as a solicitation, offer, or recommendation to buy or sell any securities or investment products. All investments involve risks, including the potential loss of principal.
VDB Wealth LLC provides investment advisory services only to residents of states where it is properly registered or exempt from registration. Past performance is not a guarantee of future results.
VDB Wealth LLC | (415) 209-5862 | contact@vdbwealth.com