Lei Deng, CFA, CFP® (@leidengcfp) 's Twitter Profile
Lei Deng, CFA, CFP®

@leidengcfp

financial planner for entrepreneurs and children of immigrants. Chinese/English. CFP Board Ambassador. tweets not advice. she/her. #VeryAsian

ID: 185929619

linkhttp://www.savor.financial calendar_today02-09-2010 04:44:05

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Lei Deng, CFA, CFP® (@leidengcfp) 's Twitter Profile Photo
Lei Deng, CFA, CFP®
@leidengcfp

6 months ago

Hi St. Louis! TODAY’S THE DAY! I’ll be speaking at the St. Louis County Library, Oak Bend Branch on: 📊 Strategic Tax Planning in Retirement We’ll cover practical, real-world strategies for keeping more of what you’ve earned: from Social Security timing to tax-efficient

Hi St. Louis! TODAY’S THE DAY! I’ll be speaking at the St. Louis County Library, Oak Bend Branch on: 📊 Strategic Tax Planning in Retirement We’ll cover practical, real-world strategies for keeping more of what you’ve earned: from Social Security timing to tax-efficient
Lei Deng, CFA, CFP® (@leidengcfp) 's Twitter Profile Photo
Lei Deng, CFA, CFP®
@leidengcfp

3 months ago

The wave of layoffs just won’t stop coming. Normally, when someone has a low-income year, Roth conversions and other tax-planning strategies come to mind. But here’s the nuance I’ve seen repeatedly in real life: 𝐈𝐧 𝐚 𝐬𝐮𝐫𝐩𝐫𝐢𝐬𝐢𝐧𝐠 𝐧𝐮𝐦𝐛𝐞𝐫 𝐨𝐟 𝐜𝐚𝐬𝐞𝐬, 𝐭𝐡𝐞

The wave of layoffs just won’t stop coming. Normally, when someone has a low-income year, Roth conversions and other tax-planning strategies come to mind. But here’s the nuance I’ve seen repeatedly in real life: 𝐈𝐧 𝐚 𝐬𝐮𝐫𝐩𝐫𝐢𝐬𝐢𝐧𝐠 𝐧𝐮𝐦𝐛𝐞𝐫 𝐨𝐟 𝐜𝐚𝐬𝐞𝐬, 𝐭𝐡𝐞