Baby Boomers Are Retiring Later In Life - Part 1
Sunday, September 04
New data concerning those entering their golden years has recently emerged concerning retirement, and it’s news that likely won’t make that crowd happy.My New Financial Advisor, a financial advising company based out of California, has indicated that the majority of baby boomers will not be able ...
Conflicting Views on Handling Money
Sunday, September 04
There always seems to be discussion about communication gaps between parents and their children. It isn’t always easy for parents to get important messages across to their children, and how they should handle their money is a big one. For most parents, discussions about money don’t really begin u...
Four Things You Need To Know About Self Directed IRAs
Sunday, September 04
There is quite a bit of information being dispersed across the internet concerning various investment plans that is inconsistent. Misinformed individuals are passing information along that is simply incorrect. Obviously, this can be quite confusing for people wishing to explore their investment o...
Understanding Traditional IRA and Taxes
Sunday, September 04
You have done some financial planning and have jumped through the hoop of opening an traditional Individual Retirement Account (IRA) as a way to reduce your tax burden today and save for retirement. However, once your account is open you must consider how to invest the money in your account. As w...
IRA Prohibited Transaction Chart
Sunday, September 04
Occasionally we get clients that have a difficult time understanding what a Prohibited Transaction entails. Basically it is either investing in something prohibited or dealing with a prohibited party. It sounds complex but it’s really simple. No Life Insurance or Collectibles and no close famil...
Protect Your IRA from this Real Estate Scam
Sunday, September 04
For you IRA-LLC Managers buying property, this is worth the read.It’s from a very good web blog called Mortgage Fraud Blog. (http://mortgagefraudblog.com Woman Sentenced for 34 Years for Selling Houses That She Didn't Own Shela Amos of Indianapolis, Indiana was recently sentenced to 34 years in...