Joe Inskeep

CFP®
Personal Finance, Retirement, Investing
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“With almost a decade of experience in the financial industry, Joe Inskeep is a Certified Financial Planner with Advanced Wealth Strategies and specializes in millennial planning.”
Firm:

Advanced Wealth Strategies

Job Title:

Advisor

Biography:

Joe Inskeep is a graduate from Texas State University where he received his Bachelors in Political Science with a minor in Business Administration. He currently holds his Series 7 and 63 securities registrations, as well as the General Lines Insurance License. He has been an advisor since 2009 working for a CPA and Wealth Management firm in South Austin. Joe is also on the Building Standards Commission/Fire Code Board of Appeals for the city of Round Rock and sits on the Board of Directors for the Financial Planning Association of Austin. 

His expertise is in Assisting individuals with understanding and implementing investment allocations for client portfolios ranging from $100,000 to $5 million, Coordinating tax and estate planning with client’s existing attorneys and CPA’s, Investment research and analysis, and Economic analysis.

Joe and his family live in the Paloma Lake Neighborhood of Round Rock, where they are raising their two, soon to be three kids. In his free time, Joe enjoys sports, traveling, and spending time with family and friends.

Education:

BA, Political Science, TSU

Assets Under Management:

$60 million

Fee Structure:

Fixed

CRD Number:

5617571

Disclaimer:

Securities offered through DFPG Investments, Inc.  AWSG is a branch office of DFPG Investments, Inc.  Member FINRA (www.finra.org)/SIPC (www.sipc.org)

Investment Advisory services through Integrated Advisors Network, LLC., a SEC Registered Investment Advisor.

DFPG Investments, Inc. and Integrated Advisors Network, LLC. are not affiliated.  We cannot accept trade orders through e-mail.

 

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    IRAs, Taxes, Retirement Plans
If my wife and I already contribute to SIMPLE IRAs, can we also contribute to a traditional IRA to get a bigger tax deduction?
100% of people found this answer helpful

Great question.

IRA deductions are based on Modified Adjust Gross Income(MAGI), not AGI. However, if your AGI is $125,000, then your MAGI could be higher or the same. Based on the figures you gave us, you are more than likely phased out of a Traditional IRA contribution. However, if you have a Health Savings Account, you can invest the maximum of $6,850 as a family contribution.(A lot of HSA also have an investment sleeve that will permit you to invest a portion of your savings into the market for potential gain.) HSA contributions will also lower your MAGI and AGI that could potentially allow you to invest in a Traditional IRA. The only issue is, you would have to add back your Traditional IRA contributions to your AGI to get your MAGI to see if you are eligible for the Traditional IRA deduction. Crunch some numbers and see if it works.

Again, great question. I hope this helps.

April 2018
    Estate Planning, Investing, IRAs, Real Estate, Taxes
To pay my inheritance tax, should I use money from the sale of my house or withdraw from my investment account?
100% of people found this answer helpful
April 2018
    Retirement, Social Security, Investing, 401(k)
Should we sell our investments and move our money into cash accounts?
100% of people found this answer helpful
April 2018
    IRAs, Taxes
If I missed the deadline for my 2017 required minimum distribution (RMD) but did withdraw in January 2018, do I include the RMD as income in my 2017 or 2018 tax filing?
100% of people found this answer helpful
April 2018
    IRAs, Stocks
As long as my recently opened Roth IRA account is funded, can I purchase equities with the funds at any time?
100% of people found this answer helpful
March 2018