As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?
@trosien-nz3je49 минут бұрын
I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.
@alexus-fu5ts48 минут бұрын
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
@pacey-sd4il47 минут бұрын
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? I'm in dire need of proper portfolio allocation.
@alexus-fu5ts44 минут бұрын
Angela Lynn Schilling is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.
@pacey-sd4il42 минут бұрын
Thank you for the lead. I searched her up, and I have sent her a message. I hope she gets back to me soon.
@posy-zj5qyСағат бұрын
As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?
@strayhorn-dc1bqСағат бұрын
I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.
@trosien-nz3jeСағат бұрын
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
@alexus-fu5tsСағат бұрын
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? I'm in dire need of proper portfolio allocation.
@trosien-nz3jeСағат бұрын
Angela Lynn Schilling is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.
@alexus-fu5tsСағат бұрын
Thank you for the lead. I searched her up, and I have sent her a message. I hope she gets back to me soon.
@sku24012 сағат бұрын
Does the partnership that has the trading account need to be setup election as a mark to market with the IRS?
@marystivers73163 сағат бұрын
Can a adminastraiter turn of life saport for the person shes doing estate for she turned my dad off he in no way wanted that i was there she said she was going to pay bills
@zehuazhou33905 сағат бұрын
If 5 properties are tied to the same Wyoming LLC, and a liability occurs for one of those properties, they can look up the doc and find out ABC LLC is on the title. Then they can sue the trustee. Will they potentially get the equity of all 5 properties?
@zehuazhou33906 сағат бұрын
If the house has a mortgage on it, and a law suit happens, can they look up the mortgage doc to find out who borrowed the mortgage, and sue that person?
@takeshi12428 сағат бұрын
Very good points on liability protection most dont think the worst case!
@scottjenkins64909 сағат бұрын
For your investing portfolio just utilize the most basic index ETF and fixed income investment strategy and you can outperform managed funds and focused ETFs like $DIVO. Simply $DIA has a higher CAGR and higher dividend. A simple strategy of 80% index ETFs / 20% fixed income like the following will outperform these strategists YoY with lower fees and higher dividend: 10% $ICSH - 10% $ARCC - 50% $VOO - 20% VONG - 10% DIA Don’t let firms steer your money into their pockets, self manage.
@furtrapper1111 сағат бұрын
Thanks for the show notes.
@TobyMathis10 сағат бұрын
I'm glad you found them helpful!
@chrismc854812 сағат бұрын
Nobody beats inflation. You either lose to it or you keep up with it and then pay a higher tax amount.
@kingarcy1612 сағат бұрын
Where you as the employer submit there w9s to get them there 1099s
@anntiup13 сағат бұрын
MY MAN TOBY,,LOVE THE VIDEOS ALWAYS ON POINT. 👍 📈 📈 📈 📈 📈
@TobyMathis10 сағат бұрын
Hey, thanks a ton for the love
@JC-nh6ud16 сағат бұрын
So, from a tax perspective, the LLC does a separate tax return instead of the typical Schedule C?
@TobyMathis10 сағат бұрын
Great question, to assist you further, I highly recommend you request a free 45-minute consultation to discuss this with my team so we can provide you with an answer that is unique to your situation. Visit: aba.link/16d826
@heshamabdelhamid273216 сағат бұрын
Love this video. I will be reaching out so you can help me establish entities. Right now, I'm trading under my name because my broker needs at least 50k to register under an LLC. Well explained. I have many articles and videos regarding trading under business. This is getting top of the list.
@TobyMathis10 сағат бұрын
I'm glad you found the video helpful. Feel free to reach out whenever you're ready to establish your entities.
@user-vv6md9lf3d18 сағат бұрын
I need to learn more. Just bought a home and need to protect what I can. Thanks.
@TobyMathis17 сағат бұрын
Congrats on your purchase. My team can help you, visit to get started with a free consultation. aba.link/vvv
@gavnonadoroge309219 сағат бұрын
thank you
@candeegarfield4624Күн бұрын
Thank you Toby!
@fedorinovsubdivisionКүн бұрын
Its worse here, our economy is like a flailing fish, fighting for its life. The normal state of the U.S. economy is actually very bad. Because of this it goes into convulsive spasms fighting to grow any way it can out of desperation. Tricks, gimmicks, rule changes try to stimulate the economy and prevent it from falling but they only bring temporary relief to people since, when you factor in inflation we are declining.
@JessicaLovely1Күн бұрын
I’m almost finished with Infinity Investing. Thanks for all you teach us! I can’t wait to change my family’s future.
@TobyMathis17 сағат бұрын
Fantastic!
@mississippiapple1078Күн бұрын
Wow The people behind DIVO!
@TobyMathis17 сағат бұрын
They're great =)
@DividendStockpileКүн бұрын
Heck yeah! Two of my favorite people!
@IsaacArnold-xf2ftКүн бұрын
I know nothing about trading /investment and l'm keen on getting started. What are some strategies to get started with?
@vincevegas8529Күн бұрын
First
@ATOMATOFLAMES688Күн бұрын
When along your trading journey does this make sense to set up. Say you don’t know yet if you will be successful enough to make it work. Do you wait for a proven track record of profitable over 3 years or is there a dollar number that would say anything over X you will start to see benefit from this structure?
@TerriLynnDeeds-iv7kfКүн бұрын
How to recover from illegal takeovers fraudulent quick claims and litigated assets
@TobyMathisКүн бұрын
I recommend registering for a complimentary consultation with my team. We'll tailor our advice to your specific needs. Sign up here: aba.link/ly8
@TerriLynnDeeds-iv7kfКүн бұрын
Very insightful ❤
@TobyMathisКүн бұрын
Glad it was helpful!
@minivacation7968Күн бұрын
Can i still claim long term capital gains after setup trading as business?
@galactic252 күн бұрын
if you make $100k in profits, the STCG rate is 22%, but the C-Corp tax rate is 21%. Would you shift the profits to the C corp mgmt company to pay 1% less tax, and if so, how would you avoid double taxation when the profits are passed down to the LLC and then on your personal tax return?
@galactic252 күн бұрын
with a c corp mgmt there are no profits, only expenses, so there would be no double tax, is that right?
@galactic252 күн бұрын
as an entity with mgmt co for a trading business, would the trader still need to elect MTM?
@galactic252 күн бұрын
when you do the entity and mgmt company, can the trader themself be the mgmt company or does it require a different person?
@TobyMathisКүн бұрын
Great question, to assist you further, I highly recommend you request a free 45-minute consultation to discuss this with my team so we can provide you with an answer that is unique to your situation. Visit: aba.link/ly8
@galactic25Күн бұрын
@@TobyMathis this consultant is geared towards sales. I want to ask questions. Is that ok there too?
@belovedhabeeb5492 күн бұрын
Get rid of your savings account save your money In Nvidia or Microsoft in 2026 you’ll be be able to clear your debts
@nandonando21602 күн бұрын
Just getting going with short term investing and trading in stocks.. Can you do a video with the nuances of LLc &CCorps in the different states? I am in FL.
@TobyMathis16 сағат бұрын
Hey, thanks for the idea! I'll look into the differences in LLCs and CCorps in different states, especially for Florida. Appreciate your input!
@GeorgeFitness-yo8bl2 күн бұрын
Of course its worth it. I retired on my 18 dividend stocks!
@brettlaw43462 күн бұрын
Have they made any changes to new construction 1031 exchanges, or are they waiting for commercial to stabilize remote work demand before doing apartment conversions as the method to lower rent prices so they can be "heroes" to the low income families?
@mathew32672 күн бұрын
Dave Ramsey!
@relaxem86722 күн бұрын
What is a good business management team I could utilize for this!
@TobyMathisКүн бұрын
I recommend registering for a complimentary consultation with my team. We'll tailor our advice to your specific needs. Sign up here: aba.link/89v
@paulzager70862 күн бұрын
I personally like the Roth with the national debt growing as it is I think it is foolish to think tax rates are going to remain low. Also I have talked to some older friends who retired with large amounts in their 401k and were hit with with large minimum distribution requirements which made their taxes go up significantly. In my case I have a mix of traditional and Roth but my plan is not to contribute any more to the traditional. I might convert some of it to Roth after I retire.
@VictorNg902 күн бұрын
i need part 2
@TobyMathisКүн бұрын
Watch part 2 here: kzbin.info/www/bejne/j5OpqmquZ7SIi8U
@galactic252 күн бұрын
If you make $100k in yr. 1 in the market, and then lose $100k in yr. 2, the IRS doesn’t give you a refund for the tax you paid in yr. 1, so your year 2 loss is actually $100k - (std. deduction)37% federal tax plus 0-6% state tax. Year 2 loss is $137,000. No carry forward either.
@fourtywater772 күн бұрын
I just don't know what to say other than, "You're Amazing!"
@oidbio25652 күн бұрын
great video. answered a lot of my questions. I keep hearing Delaware is the place to set it up. would love to hear differences between setting up in one state versus another. thanks!
@oidbio25652 күн бұрын
Also if there are any benefits to doing this if 'earning' retirement income. Can the management company 'manage' retirement income?
@oidbio25652 күн бұрын
Also, I own a rental in California so the income from that is substantial. I'm new at this so my question may be trivial but would there be benefits to conducting that business through a management company? I believe one negative is a restriction on annual rental increases.
@DeezBallzz2 күн бұрын
Can I create a entity as an LLC and manage or work for the LLC as a trader? and or does it have to be file as a c-corp or can have it as s-corp?
@travislemay92522 күн бұрын
You don’t get the tax write off if you’re over $77k single and $120k joint in a traditional IRA correct?
@TobyMathisКүн бұрын
Great question, to assist you further, I highly recommend you request a free 45-minute consultation to discuss this with my team so we can provide you with an answer that is unique to your situation. Visit: aba.link/uos
@C-Mack2 күн бұрын
The world needs more Toby Mathis'. Thank you, sir!
@TobyMathisКүн бұрын
Thanks a ton for the shoutout!
@xaxb41783 күн бұрын
I don't quite understand. So I can max out my Roth IRA OR Traditional IRA but not both? I understand both IRAs combined total amount is $7k only (within the specific income range, filed as single). How about SEP-IRA since I am in a partnership-self-employed with no personal retirement account other than the Roth IRA?
@TobyMathisКүн бұрын
Thanks for bringing up this important question! It can be tricky to navigate retirement account options. I recommend setting up a free consultation to discuss some strategies and how they apply to your unique situation. Sign up here: aba.link/uos
@karikasumi8883 күн бұрын
Thank you. 💜
@LEAPwithPaisley3 күн бұрын
Disabled, veterans, minorities Supporting children and families of children living with physical differences, developmental delays and mental health conditions. Specific disability limb loss and limb differences, Autism Spectrum Disorder, ADHD