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A Roth IRA offers the potential of tax-free growth on your retirement savings, but not everyone is able to contribute to this type of account. But… there’s a catch. Folks who don’t typically qualify for a Roth IRA may be able to take advantage of this account type using a Roth conversion (also known as a backdoor Roth). But before you jump into the deep end, find out whether or not this might be beneficial for your personal situation on our blog. https://lnkd.in/gtQfvs4Y Nothing in this communication should be construed as tax advice, an offer, recommendation, or solicitation to buy or sell any security. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. 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.

What if you could invest in the S&P 500® and save money on your taxes at the same time? With S&P 500 Direct, we’ll look for opportunities to turn regular dips in the market into future tax savings with our automated Tax-Loss Harvesting. It’s good news for everyone, but especially good if you’ve got gains from selling company RSUs or other stock you own. As always, we’ll do all the busywork for you. Learn more at the link: https://lnkd.in/eawcddX7

You’ve read countless headlines over the course of this year about the federal funds rate. But what is it really? Swipe through for an explanation.

You asked, we worked on it, and now it’s finally here — free 24/7 instant withdrawals from the Wealthfront Cash Account! Now you can get your money in minutes—yep, even on weekends and holidays. 🏃 💨 All the while you’ll be earning 4.25% APY and have protection of up to $8M in FDIC insurance, both offered through partner banks. Head to the link to learn more + see if your bank is eligible. https://wlthfrnt.co/cash

🆕 Meet S&P 500 Direct, a new portfolio designed to help you invest in the S&P 500® and save money on taxes. With direct indexing, we’ll take advantage of day-to-day dips in the market that can help lower your future tax bill. Complicated? Not for software. Expensive? Not at all. Learn more at the link. https://lnkd.in/eawcddX7 The S&P 500® index is a product of S&P Dow Jones Indices LLC (“SPDJI”) and has been licensed for use by Wealthfront Advisers LLC. Standard & Poor’s®, S&P®, S&P 500®, US 500 and The 500 are trademarks of Standard & Poor’s Financial Services LLC and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by Wealthfront Advisers LLC. Wealthfront’s S&P 500 Direct Portfolio is not sponsored, endorsed, sold or promoted by SPDJI or its affiliates and none of such parties make any representation regarding the advisability of investing in such product nor do they have any liability for any errors, omissions, or interruptions of the S&P 500®. Tax-loss harvesting benefits vary depending on the client's entire tax and investment profile. Indices are not available for direct investment. Wealthfront Advisers and its affiliates do not provide legal or tax advice. Nothing in this post should be construed as tax advice, an offer, recommendation, or solicitation to buy or sell any security. All investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Brokerage products and services are provided by Wealthfront Brokerage LLC, Member FINRA/SIPC The “Lowest cost direct indexing on the market” claim is as of 12/03/24 and subject to change. Data sourced from morningstar.com and internal research.

It’s not a trick question, it’s a real question. Drop your ideas in the comments. 👇 We’ll drop ours tomorrow.

Need your cash, like, now? With free instant withdrawals, you can access your money 24/7/365—even on weekends and holidays! No more waiting. Just your money, when you need it, on your terms. ⚡ Receiving bank processing times may vary.️

Predicting the future is hard, but building long-term wealth doesn’t have to be. Our investing experts break down some of this year’s predictions and how they turned out.

Things that are very liquid: your iced coffee, your cash savings. Things that aren’t as liquid: a blended frappuccino, your 5-year CD. 🔗 Find out more on our blog. What other investing terms do you want us to explain?  https://lnkd.in/gjaB9X_Z

Advantages of the Automated Bond Ladder: ✅Earn a steady yield. ✅Easy access to funds. ✅Very low risk. Learn more about the Automated Bond Ladder here: https://lnkd.in/gaAv26KW