REAP Financial
Guiding You To & Through Retirement Our Austin financial managers are here to help you feel confident in your financial future.
We help our clients address each of their five key financial concerns:
• Making smart decisions about their money
• Mitigating their taxes
• Taking care of their heirs
• Making sure their assets are not unjustly taken
• Magnifying their charitable gifts
Three tips for parents of 'boomerang' kids who move back home:
Three tips for parents of 'boomerang' kids who move back home While a "boomerang" back to the old homestead can be the smart financial choice, it can also create a highly combustible situation. Relationships change as children become adults. And when money, history and emotions are all thrown into a blender, everything has to be handled very carefully. Here ar...
🇺🇸 Happy Flag Day! 🇺🇸 To learn more about what Flag Day is and why we celebrate it, here's an article with 13 facts about our nation's flag: https://hubs.li/Q02BzLGB0
Alzheimer’s Takes a Financial Toll Long Before Diagnosis, Study Finds
Alzheimer’s Takes a Financial Toll Long Before Diagnosis, Study Finds New research shows that people who develop dementia often begin falling behind on bills years earlier.
The Estate Tax Exemption Could Be Halved at the End of 2025. How to Lock It In.
The Estate Tax Exemption Could Be Halved at the End of 2025. How to Lock It In. There are trusts and other tactics to take advantage of the generous exemption now while giving yourself flexibility.
Discover why HSAs are the ultimate retirement planning tool and learn a little-known strategy to make the most of your retirement savings.
Unlocking Financial Growth with IRA to HSA Transfers In this episode, Chris Heerlein from REAP Financial explores the untapped potential of Health Savings Accounts (HSAs) and how to fund them directly from your...
Please help us wish a Happy 5 Year Anniversary to our adviser, Justin Saffle!
Discover the secrets of tax-free gifting with Chris Heerlein, CEO of REAP Financial. In this enlightening episode, Chris unveils three powerful strategies for gifting to friends and family without incurring taxes. Learn how to maximize your generosity while minimizing tax implications, ensuring a brighter financial future for your loved ones.
Tax-Free Gift Gifting: Unveiling 3 Powerful Methods
Tax-Free Gift Gifting: Unveiling 3 Powerful Methods Discover the secrets of tax-free gifting with Chris Heerlein, CEO of REAP Financial. In this enlightening episode, Chris unveils three powerful strategies fo...
So many people make the mistake of putting their focus in the wrong areas when it comes to retirement planning, leading to costly consequences. Don't be one of them! Join Chris Heerlein for Retirement Planning 101 Wednesday, May 15 at 7 PM. Register Now: https://hubs.li/Q02wBln60
Top Secrets of Net Investment Income Tax (NIIT)
Join Chris Heerlein, CEO of REAP Financial, as he delves into the nuances of Roth IRA and Roth 401(k) accounts, revealing key differences and strategies for tax-efficient retirement planning. In this informative breakdown, Chris explains contribution limits, investment options, borrowing capabilities, and the game-changing advantage of no required minimum distributions (RMDs) in Roth accounts. Discover how to leverage these powerful retirement tools to grow your portfolio tax-free and gain control over your financial future.
Uncovering Roth IRA vs. Roth 401k Secrets Join Chris Heerlein, CEO of REAP Financial, as he delves into the nuances of Roth IRA and Roth 401(k) accounts, revealing key differences and strategies for ...
Visit us this weekend at Georgetown's Red Poppy Festival! Stop by our booth positioned right in front of the iconic Red Poppy sign at the courthouse. We will be there all weekend! https://hubs.li/Q02vd9sG0
Congratulations to Bernadette on 2 years at REAP! Happy Anniversary! 🎉
Uncover the hidden costs of delaying IRA distributions with Chris Heerlein, CEO of Reap Financial. In this detailed breakdown, Chris explains how deferring distributions can lead to higher tax brackets and unnecessary tax burdens in retirement. Learn the strategic steps to take control of your taxes and optimize your retirement planning today!
Avoid these IRA Distribution Risks Uncover the hidden costs of delaying IRA distributions with Chris Heerlein, CEO of Reap Financial. In this detailed breakdown, Chris explains how deferring d...
Here are eight ways to measure wealth – only one is money
Today on Tax Day, everyone can score sweet discounts at restaurants and food brands, whether you're getting a refund or owe money this year. It's a win-win for all! Enjoy!
23 Tax Day food deals to help you make the most of your refund Tax Day is Monday, April 15. Whether you owe money or are expecting a refund this year, here's how to celebrate with free and discounted food.
Chris emphasizes the importance of minimizing taxes to maximize investment returns in retirement and keep more of your money. Learn why optimizing your investment and retirement income planning through tax-efficient strategies is crucial.
How to Put Your Tax Refund to Work—the Smart Way
How to Put Your Tax Refund to Work—the Smart Way By using your refund to pay off credit-card debt or fund a Roth IRA, you can make a difference in your finances.
Sending warm wishes to Leah Newman as she celebrates 8 years with us here at REAP! We are so grateful for you. Happy Anniversary!🥂
Being A Successful Investor Is Partially Due To Grit And Magic
Being A Successful Investor Is Partially Due To Grit And Magic There’s two main ingredients when it comes to being a successful investor – one you have power over and one you don’t. Here's a glimpse behind the "magic"
We are thrilled to invite you to our encore of "Can I Afford to Retire?" Join Chris Heerlein on Wednesday, April 17 at 7PM. Through a real-life case study, Chris will take you backstage to showcase our Retirement Analysis process. https://hubs.li/Q02sBR5R0
Join Chris as he reveals why successful retirees are finding themselves in higher tax brackets during retirement and why saying goodbye to tax deferral could be the key to optimizing your retirement savings.
No More Tax Deferral: A Complete Solution Gain valuable insights into the potential pitfalls and limitations of tax-deferred accounts and discover the benefits of Roth IRAs and Roth 401(k)s in buildi...
The solar eclipse is next week! Are you prepared for a fun and safe viewing party? Here are 25 tips to consider as you get ready:
25 tips to help you prepare for the total solar eclipse | Astronomy.com These are 25 practical (and cosmic) tips from expert Michael Bakich to prepare for the total solar eclipse on April 8, 2024.
Chris unveils little-known strategies for funding your HSA directly from your IRA. Learn how to maximize the benefits of HSAs and supercharge your retirement savings. Stay tuned to unlock the key to tax-free retirement income!
How to Use an IRA To Fund Your HSA | Leveraging an IRA to HSA Rollover Discover the untapped potential of health savings accounts (HSAs) as a powerful retirement planning tool. Did you know you can perform an IRA to HSA Rollover...
As 2024 Travel Hits Pre-Covid Levels, Here’s When To Go To Europe
As 2024 Travel Hits Pre-Covid Levels, Here’s When To Go To Europe There are sweet spots when planning a trip to Europe—times when you can visit firm favorites like Rome and Paris with fewer crowds, cheaper airfares and still find some pleasant weather (also avoiding the extreme heat that local summers can bring).
Spring Cleaning Your Finances: A 10 Point Checklist
Spring Cleaning Your Finances: A 10 Point Checklist When the clocks spring forward, a bit of financial spring cleaning is in order. Periodically reviewing your finances can help ensure that you are on track to achieve your goals and minimize the chances of any costly oversights.
Navigating taxes in retirement can be daunting, but with the right knowledge, you can avoid costly pitfalls and optimize your tax strategy. Join Chris Heerlein, CEO of Reap Financial, as he unveils the top retirement tax traps and provides expert tips on how to sidestep them. Tune in to learn how to safeguard your retirement savings and minimize unnecessary taxes and penalties.
Top Retirement Tax Traps Retirees Face | Are You Equipped to Avoid These Retirement Tax Traps? Navigating taxes in retirement can be daunting, but with the right knowledge, you can avoid costly pitfalls and optimize your tax strategy. Join Chris Heerle...
The Surprising Effect Friends Have on Our Finances
The Surprising Effect Friends Have on Our Finances We tend to measure our financial health based on our friends—and what they post on social media.
Celebrating Women's Financial Empowerment
Celebrating Women's Financial Empowerment Women have made significant strides in achieving gender parity in the workforce and education over the past few decades. However, when it comes to investing for women and financial planning, studies show that women are still lagging behind men.
The Friendship With Warren Buffett That Led to Her $1 Billion Donation
The Friendship With Warren Buffett That Led to Her $1 Billion Donation ‘I’ve never seen anybody behave better with a billion dollars.’ How a 93-year-old woman made a Bronx medical school tuition-free using Berkshire Hathaway stock.
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9414 Anderson Mill, Suite 100
Austin, TX
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3700 N Capital Of Texas Highway
Austin
Wealth Management, Financial Planning, Retirement Planning Estate Planning, Business Planning
Austin, 78731
Proudly help professionals at UT and others in Central Texas plan and prepare for their future.
10415 Morado Circle, Bldg. 2, Suite 100
Austin, 78759
A private wealth advisory practice of Ameriprise Financial Services, LLC
3700 North Capital Of TX Highway, Ste 500
Austin, 78746
A passion of mine is to create financial freedom and security for families. Most folks are looking
5900 Balcones Drive STE 4040
Austin, 78731
Financial Planning and Investment Management for foreign-born individuals/families and those starting out on their financial journeys. EFA is a Registered Investment Advisor in th...
1250 Capital Of Texas Highway South
Austin, 78746
We are dedicated to the preservation and growth of our clients' assets using a solution-based approach to achieve our clients’ goals.
2700 Via Fortuna Suite 120
Austin, 78746
AMG Wealth Advisors is led by three highly credentialed, experienced managing partners, providing as
807 Las Cimas Pkwy, Suite 325
Austin, 78746
We are a Private Wealth Management firm located in Austin, Tx. We offer proprietary investment strategies managed on a discretionary basis. By actively participating in the markets...
11920 Alterra Parkway Suite 136
Austin, 78758
We believe in a holistic, proactive and diversified approach to investing, while at the same time providing a low-cost solution for complete wealth management.
7500 Rialto Boulevard , Bldg 1 Suite 250
Austin, 78735
We help business owners and families make smart money and tax decisions to retire confidently 📝🥂💰
4501 Jackson Avenue
Austin, 78731
Guiding you through your divorce with confidence.