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A simple summary of how to meet your Required Minimum Distribution in the same year as you perform a Roth Conversion is the axiom: RMD dollars must come out first.
An easy estate workaround is to set up a Donor Advised Fund as a Testamentary fund, meaning you aren't funding it yet, but it will be funded upon your death.
REITs are one way to get some of the benefit of investing in real estate without as much of the risk.
SEP plans offer a powerful way to provide for your own retirement in the same way that 401ks do.
Life planning begins as thoughts and ultimately shapes our entire destiny.
Using a 1031 exchange to turn investment property into residential property is possible, but it takes careful planning from the outset.
This style of Power of Attorney certainly gets the job done, but there are a few ways that the cookie-cutter POA most frequently fails to meet people's wishes.
If you don't have retirement savings in Roth IRAs, it's time you considered their benefits. Assets in traditional IRAs can be rolled into Roth IRAs without a withdrawal penalty.
Too much leverage is risky because it endangers meeting your goals.
We don't normally recommend being on margin, but we recommend having the option in case it is needed.