CHAD H. CARLSON, CFP®

Securities offered through LPL Financial, Member SIPC Not insured by FDIC Not bank guaranteed. May lose value. Not a bank deposit.

[CHAD H. CARLSON, CFP® @chadhcarlson]

Manage your wealth with an investment portfolio matched to your goals.

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[CHAD H. CARLSON, CFP® @chadhcarlson]

A Keogh plan (sometimes referred to as an HR-10 plan) is simply a qualified retirement plan established by a self-employed individual or a partnership. If you are self-employed or a partner in a partnership, you don't need to have e https://t.co/7WoEylybbH

[CHAD H. CARLSON, CFP® @chadhcarlson]

An income tax deduction may be available for up to 20% of the taxpayer's domestic qualified business income. https://t.co/tva4ngciEh

[CHAD H. CARLSON, CFP® @chadhcarlson]

Your tax return is full of useful information. Here are four things you could learn about your finances. https://t.co/QeNgpyCdiV

[CHAD H. CARLSON, CFP® @chadhcarlson]

You subtract certain deductions from your adjusted gross income (AGI) to determine your taxable income. You can subtract either the standard deduction or itemized deductions. The standard deduction is a fixed dollar amount determine https://t.co/htVPc9ILUb

[CHAD H. CARLSON, CFP® @chadhcarlson]

Hard to believe it’s been 25 years! @simmons_bank

[CHAD H. CARLSON, CFP® @chadhcarlson]

@ToddYakoubian For those is us with M-F office jobs, please forecast some sunshine for the weekend. Too much to ask?

[CHAD H. CARLSON, CFP® @chadhcarlson]

A 401(k) wraparound plan is a nonqualified deferred compensation (NQDC) plan that supplements or "wraps around" the already existing tax-qualified 401(k) plan that you offer to your employees. It also allows both you and your employ https://t.co/OKqwKAC8FV

[CHAD H. CARLSON, CFP® @chadhcarlson]

Ask yourself these questions when setting your investment goals. https://t.co/kdQjmaGn5g

[CHAD H. CARLSON, CFP® @chadhcarlson]

@SomosCosmos_ @dkrauthammer Pretty sure I passed out three times and vomited on myself just watching this. #courage

[CHAD H. CARLSON, CFP® @chadhcarlson]

How much can I contribute to the different types of retirement plans if I am age 50 or older? https://t.co/qj2M5fFLn4

[CHAD H. CARLSON, CFP® @chadhcarlson]

A private family foundation is a legal entity created, funded, and operated by a single family for the primary purpose of making grants to charities. https://t.co/C73txKhBbu

[CHAD H. CARLSON, CFP® @chadhcarlson]

Almost half of U.S. taxpayers had an adjusted gross income (AGI) of less than $50,000 in 2024. https://t.co/CjzxMaFeaw

[CHAD H. CARLSON, CFP® @chadhcarlson]

Your plan may allow you to access your money while you're working. https://t.co/1tN39MKwJQ

[CHAD H. CARLSON, CFP® @chadhcarlson]

Qualified Charitable Distributions from your IRA offer numerous potential benefits. https://t.co/PboUCbgCIG

[CHAD H. CARLSON, CFP® @chadhcarlson]

An alternative to lump-sum investing, dollar cost averaging is an investment technique that can help you handle market volatility. The idea behind dollar cost averaging is that by investing a fixed amount at regular intervals, you c https://t.co/NefqejwUba

[CHAD H. CARLSON, CFP® @chadhcarlson]

Regardless of your age or life stage, retirement planning should be a strong financial focus. https://t.co/wbJ78Jhtrj

[CHAD H. CARLSON, CFP® @chadhcarlson]

For the 2025-2026 college year, the average annual cost of attendance (known as the COA) at a four-year public college for in-state students is $30,990, the average cost at a four-year public college for out-of-state students is $50 https://t.co/FauscKP6fQ

[CHAD H. CARLSON, CFP® @chadhcarlson]

1 Contribution is fully deductible if minimum contribution amount is met and cost of token gift does not exceed maximum https://t.co/mutDIZNwvt

[CHAD H. CARLSON, CFP® @chadhcarlson]

Here are some tips to help you navigate the financial challenges of parenthood. https://t.co/D9JrPxp7WY

[CHAD H. CARLSON, CFP® @chadhcarlson]

A traditional IRA is a personal savings plan that offers tax benefits to encourage retirement savings. In 2026, you can contribute up to $7,500 per year (an additional "catch-up" contribution of $1,100 is allowed if you are age 50 o https://t.co/lGWpQznayB