Jacob Duke, CFP®

Christian | Husband | Dad

[Jacob Duke, CFP® @Jacob_Duke7]

@ankurnagpal Yes, please!

[Jacob Duke, CFP® @Jacob_Duke7]

@theryanhayward @figma Figma

[Jacob Duke, CFP® @Jacob_Duke7]

@xanderburgess Rivertree Wealth https://t.co/7hIau6CXei

[Jacob Duke, CFP® @Jacob_Duke7]

@sarachesches 100

[Jacob Duke, CFP® @Jacob_Duke7]

@JaroslavCoe Hook

[Jacob Duke, CFP® @Jacob_Duke7]

@boomerrbryan Script

[Jacob Duke, CFP® @Jacob_Duke7]

@hunterhammonds Long form video editing service??

[Jacob Duke, CFP® @Jacob_Duke7]

@baldridgecpa @TKopelman @AllStWealth Question on the RIA & tax firm: Are these going to be separate companies or all one entity? What are legalities/compliance around this?

[Jacob Duke, CFP® @Jacob_Duke7]

@reeseharpercfp @TKopelman Reese, I feel the heart of your question. For me, 100% equities is tied to SR. The higher the SR, the less I care about volatility because I know I will have more cash next month to buy more at lower prices or replace what I have “lost” if a near-term expense arises.

[Jacob Duke, CFP® @Jacob_Duke7]

@RapSheet Would have been a lot better if Trout was handed strike 3 to end the game due to a clock violation… (said no one ever)

[Jacob Duke, CFP® @Jacob_Duke7]

@TKopelman The lower it goes, the better. I’m secretly hoping it stays down so I can keep buying at low prices.

[Jacob Duke, CFP® @Jacob_Duke7]

@Budgetdog_ This is awesome to hear! Praying for continued health for Logan.

[Jacob Duke, CFP® @Jacob_Duke7]

@treytonwrites @MarkTMeredith Great work, Treyton. Looks awesome!

[Jacob Duke, CFP® @Jacob_Duke7]

@Budgetdog_ Ugh..

[Jacob Duke, CFP® @Jacob_Duke7]

@_nickoliver I don’t view this as a way to optimally have more dollars in the account. I think of it as a way to have more flexibility with your money before 59.5 and after. But insurance is not the answer to the tax or flexibility issue..

[Jacob Duke, CFP® @Jacob_Duke7]

@_nickoliver Nah, not double. But the same brackets is common. Issue really arises when one spouse dies and the surviving spouse has to take the same size RMDs as a single filer.. then you are pay more tax on SS and potentially IRMAA on Medicare.

[Jacob Duke, CFP® @Jacob_Duke7]

@_nickoliver Nick, what’s up! All of my clients who have most of their wealth in tax-deferred accounts wish everything wasn’t tax-deferred. Sometimes they are paying more tax in retirement than while they were working.. Big fan of the taxable investment account.

[Jacob Duke, CFP® @Jacob_Duke7]

@reeseharpercfp This looks awesome, Reese! Any idea when this dashboard might be live?

[Jacob Duke, CFP® @Jacob_Duke7]

@MichaelKitces Yes.

[Jacob Duke, CFP® @Jacob_Duke7]

@Rick_Ferri Based on the conversations I have everyday with normal people, advisors are easily worth what they charge.