Opus Wealth Management

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Opus Wealth Management

Comprehensive Wealth Management click here for full disclosures.

Investment advisory and financial planning services are offered through Belpointe Asset Management, LLC, 125 Greenwich Avenue, Greenwich, CT 06830 (“Belpointe), an investment adviser registered with the Securities and Exchange Commission (“SEC”).

12/08/2025

Missed part 1? We’re continuing the Roth IRA 5-year rule scenarios — when taxes and penalties really apply. 💭
In this snippet, we cover the remaining examples, including inherited Roth IRAs and conversions.

Watch the full video on YouTube for all six scenarios explained clearly: https://www.youtube.com/watch?v=yWo5h10JD2E

12/05/2025

When do Roth IRA withdrawals stay tax-free — and when do they trigger penalties? 💡
This snippet walks through the first three real-life scenarios so you can see how the rules actually apply.

Part 2 coming soon — or watch the full video on YouTube to see all six! https://www.youtube.com/watch?v=yWo5h10JD2E

12/03/2025

The Roth IRA 5-year rule isn’t as simple as it sounds! ⏰
Did you know there are actually two separate 5-year rules — one for contributions and another for conversions?

This snippet breaks down how each works so you don’t get caught off guard later. Watch this and then the whole video for more details: https://www.youtube.com/watch?v=yWo5h10JD2E

12/01/2025

Even seasoned investors slip up on Roth IRA 5-year rules. 😬

From mixing up the two 5-year clocks to assuming every withdrawal is tax-free — these are mistakes that can cost you.
Watch this snippet for a quick recap, then the full video to avoid them entirely: https://www.youtube.com/watch?v=yWo5h10JD2E

11/28/2025

Think you know how a Roth IRA works? 💡

Before we dive into the 5-year rules, here’s a quick refresher on why this “tax-free” account isn’t always as simple as it sounds.
Watch this snippet — then check out the full video for the complete breakdown: https://www.youtube.com/watch?v=yWo5h10JD2E

11/06/2024

If you don't have an investment portfolio of over $5M - scroll away. If you do - here are a few lesser known strategies to optimize your wealth.

If these strategies seem interesting to you, connect with me to help create a tailor-made plan for your wealth optimization helping you save millions in the long run!

10/30/2024

Is your CPA only reacting to past spending to save you a bit on taxes? Be proactive! Let's plan ahead to potentially save millions over the next 20–30 years. Contact me today to what opportunities may be lying dormant.

10/29/2024

📉📈 Presidential Elections & Stock Returns 📈📉
What do stock returns actually look like around these events?

10/23/2024

Optimizing last year's taxes might save you a bit, but it's nothing compared to what you can
save with a forward-looking, tailor-made plan crafted by specialists.

While your CPA can help with past expenses, connect with me to discuss your future tax-saving
strategy.

10/16/2024

Imagine working really hard to plan your retirement - only to be bogged down by taxes on your retirement income because you didn't plan for it! In this video I share 3 tips to help you plan your retirement income with lower taxes.

And if you want a tailor-made plan for yourself - you know where to reach me!

10/14/2024

While I don't believe anybody, including Buffett, can time the short-term with any precision...this has got to be one of the most bearish data points out there. Buffett would love to buy quality companies, he just can find prices at which he's willing to pull the trigger.

10/03/2024

Everybody wants Growth stocks but that has left them extremely expensive. Doesn't bode well for the next decade of returns.

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Dallas, TX
75244

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https://opuswealth.net/

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