<#-- Rebranding: Header Logo--> <#-- Rebranding: Footer Logo-->

Deborah Meyer

CFP®, CPA
Personal Finance, Taxes, Small Business
89%
Helpful
17
Answers
14
Articles
32
Followers
“Deborah Meyer is the CEO and founder of WorthyNest, a fee-only financial planning firm that guides faith-filled families toward long-term wealth.”
Firm:

WorthyNest

Job Title:

CEO

Biography:

Deborah Meyer is a perceptive problem-solver. She is passionate about client service and enjoys being a trusted advisor families. Deb is a proud member of: XY Planning Network, NAPFA, AICPA, and Ellevate Network. She enjoys giving back to the community, serving as a CFP Board Women's Initiative advocate and mentor.

Professionally, Deb's career began in public accounting at big 4 firm Deloitte. She specialized in tax compliance and consulting for individuals, closely held businesses, trusts, and estates. Thereafter, Deb worked for nearly seven years at Matter Family Office in Clayton, Missouri. Her role incorporated a broad range of services for families of significant wealth, including Quickbooks Online reporting, income tax coordination, retirement plan guidance, investment management, charitable giving strategies, estate planning, insurance evaluation, and family education.

Soon after resigning from Matter Family Office, Deb launched SV CPA Services (aka Statera Vitae LLC) in 2014.  Following her passion to help faith-filled families build wealth, Deb launched WorthyNest in late 2016.

Education:

BSBA, Accounting, Saint Louis University

Fee Structure:

Fixed
Asset-Based
Hourly

CRD Number:

4563906

Disclaimer:
Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized. WorthyNest LLC is a registered investment adviser offering advisory services in the State of Missouri and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WorthyNest LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of WorthyNest LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources, and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
All Articles
Sort By:
Most Helpful
January 2017
    Lifestage Based Planning, Personal Finance
December 2016
    Personal Finance
December 2016
    Choosing an Advisor, Starting Out
February 2017
    Financial Planning, Personal Finance
June 2017
    Personal Finance

All Answers
Sort By:
Most Helpful
    IRAs, Taxes
Can I sell all of the holdings in my IRA and keep the cash in my IRA account without tax consequences?
86% of people found this answer helpful

In short, yes.  Anything you do in a tax-advantaged account (i.e. Traditional IRA, Roth IRA, 401(k) plan, 403(b) plan, etc.) isn't subject to taxation as long as the sale proceeds remain in the account.  When you withdraw money from a traditional IRA, you pay income tax on the amount withdrawn.

On a related note, I wouldn't recommend holding cash in an IRA since inflation will often be higher than the rate of return on cash.  Consider more aggressive investments that fit in with your overall investment portfolio, such as equities and bonds.  

Hope this helps!  

If you'd like additional insight into wealth-building strategies, consider my book Redefining Family Wealth: A Parent's Guide to Purposeful Living.  The book turns common misconceptions about wealth upside down and instead offers a step-by-step guide to create a financial plan aligned with your values.  Pre-order by 6/13 and get two valuable bonuses: a workbook that supplements the book and a special video from me.

last month
    Investing, Small Business Financing
How do I determine the amount of equity that I should provide to an investor in my company?
25% of people found this answer helpful
May 2017
    Financial Planning, Choosing an Advisor, End of Life
What sort of professional will help me towards the end of my life?
17% of people found this answer helpful
November 2016
    Financial Planning
How can we best take advantage of the five year lump sum feature in our 529 plan?
14% of people found this answer helpful
November 2016
    Financial Planning, Choosing an Advisor
What can an in-person Financial Advisor provide that a Robo-Advisor cannot?
13% of people found this answer helpful
May 2017