Adam Braunscheidel (@AdamBraunCFP) profile picture
Ohio, USA
Joined January 2012
Photo by Adam Braunscheidel (@AdamBraunCFP)Photo by Adam Braunscheidel (@AdamBraunCFP)Photo by Adam Braunscheidel (@AdamBraunCFP)Photo by Adam Braunscheidel (@AdamBraunCFP)Photo by Adam Braunscheidel (@AdamBraunCFP)Photo by Adam Braunscheidel (@AdamBraunCFP)Photo by Adam Braunscheidel (@AdamBraunCFP)Photo by Adam Braunscheidel (@AdamBraunCFP)
Adam Braunscheidel retweeted
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OJM partner Carole Foos, CPA highlights tax planning opportunities for this year, as David drills down on some asset protection developments for 2023. ojmgroup.com/physicians-weal…
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Re "save the HSA forever rather than spend it": HSA can be inherited by a spouse. But if it's inherited by anybody else it's fully taxable immediately. Basically the worst bequest outcome -- could have been tax-free, now fully taxable in 1 year. Be sure to spend at some point!
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"This ain't no hobby." - Kevin Kisner's son, probably
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It's mind-boggling how difficult retirement plan providers make it to roll over ex-retirement accounts. Distribution paperwork, letter of acceptance from the contra firm, get the TPA to sign-off, and then send to the old custodian. How the heck hasn't this process improved!
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Have you seen the article our friends @VenueLEAD published about Rockin' at Riverfest 2020?! ow.ly/zf6o50EAEyr @JBanchy @rodhinton @PamMcKie @Marchjeff @AdamBraunCFP @robbiehendricks @DrKay90 @eddietyner
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"Dear Restaurant & Butchery is an idea of a warm space designed to serve as a refuge from life’s stresses," said owner & founder Austin Heidt. "We’re a natural fit with @LifeatTCH because they've been providing a refuge for at risk kids since 1864." Visit ow.ly/ZJW450Dsn2r
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This is a tight-knit community w/ rich traditions of neighbors helping neighbors. Have a Heart supports a great cause & I’m delighted to use my skills in support. - Dear Restaurant Exec Chef Brian Young. e.givesmart.com/events/kkO/ @JBanchy @Marchjeff @AdamBraunCFP @robbiehendricks
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Good boy, Craw...Buddy and Remy are excited to hang soon!
Feeling extra thankful for my guy Crawford today. Just before XMas he had surgery to remove a small black mass that the vet thought was aggro oral melanoma. Shockingly the mass was benign, which was so unlikely. I know one day we won’t be so lucky but for now soaking it in 🙌
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Adam Braunscheidel retweeted
Feeling extra thankful for my guy Crawford today. Just before XMas he had surgery to remove a small black mass that the vet thought was aggro oral melanoma. Shockingly the mass was benign, which was so unlikely. I know one day we won’t be so lucky but for now soaking it in 🙌
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Per Citizens app, looks like it was near Section Rd. & Brookcrest Dr.
A neighbor just told me she heard 8 gunshots about 45 minutes ago from her home on Losantiville Ave, a few blocks down. @Enquirer
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Adam Braunscheidel retweeted
A neighbor just told me she heard 8 gunshots about 45 minutes ago from her home on Losantiville Ave, a few blocks down. @Enquirer
Adam Braunscheidel retweeted
Backdoor Roth IRA Strategy: An Effective Step Toward Tax Diversification: ojmgroup.com/articles/backdo… #taxes #financialplanning #wealthplanning #investing #strategy
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Adam Braunscheidel retweeted
In the latest episode of Wealth Planning for the Modern Physician, host David Mandell talks with orthopaedic surgeon Dr. Evander Fogle and his wife Dr. Robin Fogle, a Reproductive Endocrinology and Infertility Specialist. ojmgroup.com/wealth-planning…
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I was close, Nick! Can't complain, though. We're 7-3 and control our destiny. Haven't been able to say that very much over the last 2 decades as a Bills fan...
Replying to @AdamBraunCFP
Did you break your TV?
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