Mark McCarron

Tweets do not rep the opinions of AFO. Not advice. CFP®, Enrolled Agent.

[Mark McCarron @Mark_AFO]

@BowTied_Golfer if it's especially cold/wet/humid it's nice to know if the ball is carrying meaningfully differently before hitting your first approach on 1

[Mark McCarron @Mark_AFO]

@alphaarchitect is there a mechanism to do this with private stock?

[Mark McCarron @Mark_AFO]

@Aquilae_80085 @whoinvitedjon @aubreystrobel Inheritance tax only comes into play beyond $14mm estates, and that’s per person. A couple can leave their children $28mm of property without paying any tax.

[Mark McCarron @Mark_AFO]

@MidwestGolfJake Sheep ranch, bandon dunes

[Mark McCarron @Mark_AFO]

@meeijer @PeterMallouk With dividends reinvested, the SPX return is 12.5x. By the time you take into account that gains on gold are taxed at the higher collectibles rate of 28%, it’s probably somewhat of a wash.

[Mark McCarron @Mark_AFO]

@MarkTMeredith Ah gotcha

[Mark McCarron @Mark_AFO]

@NUCLRGOLF First time I ever broke 80 I shot 34/45

[Mark McCarron @Mark_AFO]

@RampCapitalLLC https://t.co/oDmyRnRbhe
i have this and would sell it to you under msrp. im getting a fume one from them and won't need both.

[Mark McCarron @Mark_AFO]

@CPATaxTeam IME 95+% of people have moved jobs and rolled over to an IRA at some point, which makes backdoor conv unadvisable. isolating basis into current 401k is more PITA that most people don't want to deal with.

[Mark McCarron @Mark_AFO]

@kkmaway @CoorsLightCEO Managed Care Organizations, not moodys

[Mark McCarron @Mark_AFO]

@ClintavoCreates @baroquenearth @dave_stickland @girdley what if you do since 1998, or 2003

[Mark McCarron @Mark_AFO]

@uptonaccounting Fast forward academy was good and cheap.

[Mark McCarron @Mark_AFO]

@tomsegura @bertkreischer Nice ressence watch

[Mark McCarron @Mark_AFO]

@patrick_oshag

[Mark McCarron @Mark_AFO]

@MeasureTwiceMNY @diyreturns Spy to ijh is 0.92, and the underlying holdings themselves are 100% different. Harder to claim substantially different if both holdings and correlation of returns have massive overlap. Vti owns all of voo and then some, but correlation of returns is near 1 bc of mkt cap weighting

[Mark McCarron @Mark_AFO]

@MeasureTwiceMNY @diyreturns DFLVX has a correlation of 0.90 to SPY. Still high but not 0.99

[Mark McCarron @Mark_AFO]

@MeasureTwiceMNY @diyreturns You’re leaving out the previous sentence that the DFA fund is not a pure index fund. It’s an actively traded product. That’s what makes it not substantially identical to the SPX funds- not the benchmark, which has no bearing on its statistical similarity.

[Mark McCarron @Mark_AFO]

@diyreturns @MeasureTwiceMNY This does a pretty good job of interpreting the code citing
treasury regs https://t.co/DlGvBQE4ZR

[Mark McCarron @Mark_AFO]

@alindeman @TQQQ100 @MeasureTwiceMNY https://t.co/DlGvBQE4ZR