Seth Corkin

Co-Founder at May Hill Capital | tax nerd | thinks in spreadsheets.

[Seth Corkin @sethcorkin]

@TKopelman My wife and I do it every year! Rolled pretax balance in my old 401k into a Solo 401k when I started my new practice to ensure I could continue to do it without tripping up pro-rata rules. No brainer!

[Ben Carlson @awealthofcs]

Nothing new here but outperforming the market has basically been impossible over the past 1-2 decades

Index funds don't give you average returns

They almost guarantee you'll be in the top quartile or decile over the long run

New SPIVA report:

https://t.co/2odWnp0mcP

[Seth Corkin @sethcorkin]

@markcecchini My parents engaged me starting in 2018. Being able to help with their financial planning has been extremely rewarding!

In 5 yrs I’ve helped them:
- Navigate a business sale
- Buy a second home
- Save tens of thousands of dollars in taxes (income and estate)

[HonestMath.com @honest_math]

If you have any interest in helping us pursue the truth for the benefit of investors and advisors, please consider sharing this tweet.

Thank you.

[Seth Corkin @sethcorkin]

@Shaun_SPP Even the thought of it gives me anxiety

[Seth Corkin @sethcorkin]

@daniel_egan @Knudge. Pure set it and forget it

[Seth Corkin @sethcorkin]

@Knudge Yes!

[knudge @Knudge]

👀

[Seth Corkin @sethcorkin]

@CPAPlanner Hey Jeff - great work here, the planning community is lucky to have you! Quick question - do you know if the RMD waiver applies to inherited IRAs as well?

[Seth Corkin @sethcorkin]

@Shaun_SPP @Rick_Ferri @TheDougCarroll Seconded 👍👍

[Seth Corkin @sethcorkin]

@Shaun_SPP Classic TIAA 😂😂

[Seth Corkin @sethcorkin]

@JustinGreenCFP Congrats Justin!

[Seth Corkin @sethcorkin]

Thank you so much for allowing @Shaun_SPP and me to contribute to this article! We hope our story will encourage more @fpassociation members to get involved with pro bono activities.
Big shout out to the very talented author @tallmonica - couldn't have told it better ourselves!

[Financial Planning Association (FPA) @fpassociation]

“It’s ironic that the people who need [#financialplanners] the most cannot afford our services on a regular basis. The opportunity to give back changed my life in the way I go about my business.” @seth_spp, @fpa_ma's 2017 volunteer of the year, in the latest issue!👏👏👏

[Seth Corkin @sethcorkin]

@Shaun_SPP @spcfo Leave it to @Shaun_SPP to highlight the team and omit the fact that he was featured in this as well!

[Seth Corkin @sethcorkin]

@Knudge @marsden_wendy Love it! In addition to a reminder, there should be a prompt to have the client send data (paystubs, external account gain/loss info, itemized updates, etc, etc) so the advisor can verify payment amount and facilitate tax planning conversations!

[Seth Corkin @sethcorkin]

@Knudge oh man... open the floodgates!

Residential real estate exemption reminder
Annual stock grant details (
Open enrollment benefit summary
Medicare open enrollment
Annual gifting review
P&C insurance renewal
Life insurance anniversary review & coordination
RMD reminder
and on...

[Seth Corkin @sethcorkin]

@Shaun_SPP @TJvanGerven @ramit

[Patrick Mahomes II @PatrickMahomes]

Jonathan Taylor for Heisman!

[Ben Carlson @awealthofcs]

Stories about the "trader who called the 2008 crisis":

2013: this is definitely dot-com bubble 2.0
2014: this is the line in the sand
2015: 1987 here we come
2016: the Pardigm shift is here
2017: this is just like '08
2018: mkts are literally hanging by a thread
2019: ok...NOW

[Seth Corkin @sethcorkin]

@Shaun_SPP