News
Guest article by Tom Jelneck: About two years ago, my company had a problem. We had way too many digital assets in way too many places. Where’s that Photoshop file? Where did the press release draft get stored? This huge waste of time trying to hunt down digital files is not only a headache, but […]
Continue ReadingGuest article by Joseph Seagle: One of the benefits of holding assets in an IRA is that the assets in the account are not subject to claims of the beneficiary’s creditors. This makes the IRA an asset protection tool in addition to its benefits as a retirement planning tool. Without careful planning, this protection may […]
Continue ReadingEach morning as our bare feet hit the floor beside our bed, we are in fact one day closer to retirement age. Those of us who are W2 employees may have our employers set aside a portion of our earnings in our company retirement plans. We choose the funds we are offered and then hope […]
Continue ReadingIt happens to me almost every presentation. Someone from the audience raises their hand during a seminar on self-directed IRAs and asks, “What is the likelihood that the government is going to take away my IRA?” Or, “will my Roth IRA indeed never be taxed again, or will Congress change their mind later when they […]
Continue ReadingIn November of 2012, American Airlines declared bankruptcy and as a result, thousands of their senior pilots are now being forced to make decisions regarding their B-Fund retirement accounts. According to American Airlines, the pilots were given 3 options with their funds and were told to make a decision by early April, with the funds […]
Continue ReadingMany think that their tax bill is set in stone at the end of the year. However, this is not necessarily true. Although most money saving options to defer income or increase deductions are limited after December 31st of the previous year, there are still a few things you can do to help lower your […]
Continue Reading