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Matt Kaplan - Myriad Capital

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Matt Kaplan - Myriad Capital

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Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Matt Kaplan - Myriad Capital, Financial planner, Coral Springs, FL.

Myriad Capital is an independent, privately owned firm with a singular focus on comprehensive wealth management for busy professionals, families, their family businesses, and their trusts.

10/30/2026

If you can't run the firm tomorrow, your buy-sell decides what your family gets.

You probably have a buy-sell agreement. Quick question: when was it last updated?

It was written when the firm was smaller and "fair" meant something different. It prices the firm the old way, names people who may have moved on, and the insurance behind it hasn't been looked at in years.

Price tags go stale. If you can't remember the last review, that's your answer. (Take it to your attorney. This one is legal paperwork, and it has to be right.)

10/29/2026

Your firm is probably your biggest asset. Nobody has priced it.

Quick question for the firm owners: what is your firm actually worth? Your house has comps. Your 401K has a balance. Your firm has your best guess.

And there's no single price. A buyer prices cash flow and risk. A partner prices what they can afford. Your family gets whatever the buy-sell says. Three different numbers, and in my experience the one that shows up when it matters is rarely the biggest.

Worth knowing which price you're talking about before you need it. (Run what you learn past your advisor and your attorney.)

10/27/2026

Earn $150k+ and your 2026 catch-up is already Roth. The decision was made for you.

Over 50? Your catch-up numbers: $8,000 on top of the $24,500 deferral ($32,500 total). Ages 60 to 63: up to $11,250 more, if your plan allows it.

The rule: under SECURE 2.0, earn more than $150,000 in wages last year and your catch-up has to be Roth this year, not pre-tax. At owner income levels, that usually means you.

So the Roth question got decided for your catch-up. The bigger question: is the rest of your savings in the right buckets? Most owners never chose their mix on purpose. Defaults chose it for them.

Worth a look before year-end. (Your tax advisor gets the final word.)

10/23/2026

"We'll set up the 401(k) later." Later has a deadline.

It's different for every plan. A 401(k) has to exist by December 31 to count for 2026 (you can fund it after year-end, but there's no retroactive plan). A SEP can be opened as late as your tax filing deadline, extensions included. A new SIMPLE generally had to be in place by October 1, which has already passed for 2026.

So "later" means three different things, and picking the wrong one can cost you a full year of contributions at exactly the income level where they matter most.

If a new plan is on your list, DM me. I'll tell you straight whether the calendar still works for 2026. (Then talk to your tax advisor about getting it done.)

10/22/2026

Behind on retirement contributions? It's probably a payroll timing fix.

About ten weeks left in 2026. Your year-end checklist, numbers first: 401(k) elective deferral $24,500 (up $1,000 from 2025), total defined-contribution limit $72,000, catch-up at 50+ $8,000, the 60-63 super catch-up $11,250 if your plan allows it, SIMPLE IRA $17,000, SEP max $72,000. (Source: IRS Notice 2025-67.)

Two things worth knowing: if you're behind on your own contributions, the fix is usually payroll timing, not a new plan, and there's still time. And if your current plan can't get you to the numbers you need no matter the timing, that's a plan-design conversation, and some of those changes can't be made after December 31st.

Not sure where you stand? DM me and I'll tell you what I'd look at first. (Then talk to your tax advisor about what moves still make sense this year.)

10/22/2026

Net worth is a snapshot: what you own minus what you owe, captured at a point in time. Cash flow is the motion: what comes in, what goes out, and what is left over. For Americans between the ages of 45 and 54, the median net worth...

10/20/2026

The Social Security Administration recently announced that 71 million Americans, including Social Security and Supplemental Security Income beneficiaries, will receive a 2.8 percent increase in their benefits for 2026.1 However, it is...

10/19/2026

Nobody designed your retirement plan for you. They designed it for your staff.

They're not the same thing. Your firm's plan has to work for your team. Your plan has to fund your retirement, and your math is different. You're the highest-paid person there, you started saving late because the firm came first, and you've got catching up to do.

SEP vs. SIMPLE vs. 401(k) comes down to who you're trying to fund and what it costs to fund everyone else along the way.

When's the last time someone reviewed your plan from the owner's side of the desk? (And run what you hear past your tax advisor.)

10/15/2026

Medicare's Annual Open Enrollment Period is here. From October 15 through December 7, 2026, you can review and change your Medicare coverage for the upcoming year. Any changes you make will take effect January 1, 2027. After December...

10/13/2026

With the midterm election coming into focus, expect attention to shift to the Fed’s next two-day meeting that ends on October 28. Some believe the unspoken rule is that the Fed doesn’t adjust rates prior to an election. On closer...

Address

Coral Springs, FL

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 6pm
Wednesday	9am - 6pm
Thursday	9am - 6pm
Friday	9am - 5pm

Telephone

+15615646865

Website

http://myriad-capital.com/, https://bit.ly/m/mathew__kaplan

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