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Articles tagged: Retirement
5 Steps to Investing in Real Estate with a Self-Directed IRA
Want to grow your wealth, diversify your assets and get tax benefits? Using a self-directed IRA to invest in real estate may be for you. Read More
Little-Known IRA Rollover Rule Has Big Consequences
Avoid making the Forbes Top Tax Cases list with a review of the IRA rollover rule, which limits the number of IRAs you can rollover per year. Read More
Beyond the Fringe: Alternative Asset Classes Go Mainstream
Alternative asset classes are going mainstream thanks to recent legislation and fewer publicly traded companies, but are retail investors ready? Read More
A Brief Overview of Investing in Life Settlements
As seniors move to sell their life insurance policies for extra income, investing in life settlements has become a popular asset class. How can you profit? Read More
6 Reasons Private Equity Makes a Great IRA Investment Option
A private equity IRA investment has its benefits, from tax advantages to increased diversification. Learn more about this IRA investment option. Read More
Money Basics Series – Part 6: Protect Assets and Your Future Nest Egg
Protect your assets in six steps. Record, insure and track your assets to secure your nest egg for retirement and a more secure future. Read More
The Government’s Clash on Fiduciary Responsibilities and Your Advisor’s Retirement Advice
What Will Happen to the DOL Fiduciary Rule? In March of 2018, the 5th U.S. Circuit Court of Appeals in New Orleans vacated a fiduciary rule that would require brokers and advisors to offer retirement advice that fits in the best interests of their clients. Since then, the states of Massachusetts and New Jersey have […] Read More
Will an Unapologetic Tax Hike Affect Your 401(k) or IRA Beneficiaries?
You worked a lifetime to grow your retirement fund. Now, pending bills in DC may speed taxes on retirement benefits and impact 401k and IRA beneficiaries. Read More
Should I Stay or Should I Go? The Financial Planning Process Will Tell If You’re Ready to Exit
George and Gracie want to retire, but selling Gracie’s business may not provide enough income. Here’s what they learn during the financial planning process. Read More
Fraud Prevention for Suckers
Is there an urgent update on your bank account? Don’t click that link! Learn to spot phishing and better educate your family about fraud prevention. Read More