David S. Meyers, CFP® Meyers Wealth Management
About David S. Meyers, CFP®
Started in the famed Arbitrage Group at Salomon Brothers in New York in 1993 and spent several years modeling complex structured fixed-income products, particularly focusing on mortgage-backed securities and the prepayment models. After that, various roles at a hedge fund and two institutional money management firms modeling securities and portfolios and focusing especially on risk management and quantitative measurement of security and portfolio performance.
In 2008, established Meyers Wealth Management as a fee-only planning firm dedicated to offering unbiased financial planning advice to everybody, primarily on an hourly basis at first, but later expanded to include retainer services and asset management services. In 2009, moved from Massachusetts to Palo Alto, California.
Of course, these are subject to change… But for most folks the main planning challenges/opportunities are going to be around the new 72 age for Required Minimum Distributions, and the elimination of the “stretch” distributions for inherited IRAs. (These, specifically, affect nearly everyone with any retirement account. The rest of the changes affect much smaller […]
Scammers have been working overtime lately. Don’t fall for it. Don’t call them back. Don’t give them money. Don’t give them information. If you want to confirm that your SSN is okay — call the Social Security Administration directly, visit an office, or just start by logging on to your SS account online directly. […]
Or: The TCJA giveth, the TCJA taketh away. One huge change in the tax code as a result of the 2017 TCJA (“Tax Cuts and Jobs Act”) was that there are no longer “personal exemptions”. Previously, each exemption worked — in addition to either the standard deduction or itemized deductions — to effectively lower one’s […]