Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition. Through software, we deliver high-yield savings through partner banks, diversified ETF and bond ETF investing, zero-commission stock investing, and low-cost loans to help both sophisticated and new investors learn, lower costs, and grow wealth.
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Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser, and brokerage products and services are provided by Wealthfront Brokerage LLC, Member FINRA/SIPC.
I'm from a developing country and while our healthcare system has its many flaws, our health insurance systems are not this too complicated! We mostly have HMOs -- where your premiums are tiered accordingly, the higher the tier, the more coverage (in terms of illnesses, op treatments, etc.) and higher premiums. For some, they also get a Life Insurance with HMO benefits attached to it. We don't have deductibles, co-pays, co-insurance and oop. When you see your bill, you'll see simply see 'patient's due' or 'out of pocket'.
I have a question. I just opened a wealthfront cash account i will receive a 1099 form so can i just print out the form or forms and have my tax person take it from there?
What if I have more than the IRA limit in my 401k? I have a Roth IRA account that I would anticipate transferring what is now 7,000 into. But my 401k has more than double that due to bonuses - are my options just to keep it with my current employer or cash it out? My new employer doesn't have a 401k as it is a short-term gig, but I anticipate starting a job that does have a 401k in the beginning of next year. should i just hold it in my current employer until i can move it to the next one?
I'm new to these things and just opened a wealthfront account. When it come to taxes can I just print my 1099 form and take I to my tax person and they take it from there with the reporting ?
I have used Wealthfront for over 5 years now and absolutely love it. Super easy user interface allowing me lots of control as well as allowing them to optimize my account and lower my tax burden. It is the most simple and effective robo investment account out there from what I have seen. Low fees as well which can really add up.
Hi, thank you for the video. If there are 2 offering periods and the stock price just keeps dropping, and my company has a lookback provision, will I get to purchase the stock at the lower of the entire 12-month period? Let's say Period 1 Start = 10$ Period 1 End = 9$ Period 2 Start = 9$ Period 2 End = 8$ Will my Period 1 shares be bought at a 15% discount of 9$ (end of period 1) or of 8$ (end of period 2)?
This is primary residence question, not investment property. If it's a primary residence...it's not an investment. Then look at opportunity cost with sp500 vs renting vs buying when deciding things. If you're in a expensive city (CA, NY, FL) and looking at houses and condos that are on average 600k+, you're better off investing in sp500 8% which is like 4k+ a month. If you get a cheaper property like 300k+ coop or cheap condo with hoa or maintenance fees are under 2000, then sp500 will only give you maybe 2k a month and then it's becoming more equivalent to renting. There's also home appreciation vs sp500 performance difference. Decades later rent and hoa/property tax will double and so will your equity...but the sp500 will do this in less time, these are small passive investing concept and it's limitation compared to active job/career, active investing or active business.
Are ”Stock options” the same thing as “RSA’s”? Most information online compares RSU’s to RSA’s but not many mention “Stock options”. I don’t understand if a stock option is the same thing as an RSA or if these are 3 different concepts.
I just found this on the app a couple weeks ago, and when I first set it up I was able to set limits on how much to put into each categories, so when one maxed out and goal was met it would start depositing into the next category. That feature to set a limit seems to be gone. It was really awesome I’m not sure why they would no longer provide it
So . . . lets say I carryover $10,000 in capital loses from 2023. This year, I net $15,000 in capital gains. Do I subtract the entire $10K loss from 2023 - or just $3000?
something that isn't clicking for me - I make more than the IRA limit so I do the backdoor Roth situation. Sounds like rolling over into my traditional IRA is not a great idea from this video due to Pro-Rata. Is that right? 2nd question - How am I able to roll over $35,000 into a IRA when the limit is 7k?
Oh wow.... What an amazing and brainy person he is... I just checked out JASON HERMAN PIERCE and viewed his CV... The guy is good at what he does... Thanks for recommending him... Found myself a lifetime coach and tutor...once more thank you for referral
I had like 3,000 passive invested in Betterment for a few years , and all it ever did was keep wobbling up and down a few dollars. Now i have switched to Wealthfront's robo advisor , like betterment's , but again all it seems to do is wobble up and down a few dollars. Is there something else i need to do to help this along?
Hi! I have an individual Investment account and a savings account with Wealthront. Would you still recommend opening a Roth IRA, especially since I don't have a 401k? What's the difference between my individual investment account and a Roth IRA? Is it the same concept as adding money ($100-$200) to it every month? Awesome video and thanks in advance for any info/help.
Hello! I have a question? I left my job that I sugned up for the HSA account. I haven't reach the $2000 mark to be able to invest it on the market. Also, the fees is eating my money every month. I am charged at $3.95/month and the broker called Health Equity, and if anyone know this company, please feel free to share some ideas. My new company offers FSA instead. Will my HSA be able roll it over to FSA? Or am I still able to contribute on my HSA this year and to the following years to come? If yes, how can I contribute?
If you are enrolled in a High Deductible Health Plan (HDHP)with your new employer, you can continue to contribute to your Healthequity HSA. The money in your account is yours and you should be able to either keep it there and use if for qualified expenses or add to it. You do not want to roll it into an FSA. FSA's require you to spend the entire amount of money in the account by years end on qualified expenses, every year. They are not very consumer, investor or user friendly. I've had FSA's pretty much take the money that was left and pocket it themselves. Ask your new employer if they will instead send the FSA contributions to your Healthequity account.
