Upcoming Strategy Groups
Note Investing & Private Lending with your IRA
Virginia Beach – March 9th
Northern Virginia – March 21st
Baltimore – March 28th
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Introduction to Self-Directed IRAs
Investing in Real Estate
Traditional vs Roth IRAs
The Power of Leverage
Self-Directing Your IRA
Investing in what you know best is part of the power of a Self-Directed IRA. A truly Self-Directed IRA allows you to invest in assets that are alternatives of conventional stocks, bonds and mutual funds. These assets, which are also approved by the IRS, include real estate, notes, private placements, gold, natural resources and much more. Many types of IRA accounts (Traditional IRA, Roth IRA, Individual 401(k), SEP IRA and SIMPLE IRA) have the capability of being self-directed.
There still may be time to make an IRA contribution for last year
If you want to help ensure your financial security in retirement, saving now is one of the best moves you can make. If you qualify, you still have time to contribute to an IRA or SEP and save on your 2022 tax return.
Child tax credit: The rules keep changing but it’s still valuable.
If you’re a parent, you know that children are expensive. Fortunately, there’s a federal Child Tax Credit that may help you with the expenses. Here are the current rules.
Have employees who receive tips? Here are the tax implications
Here are some tax tips for businesses with employees who receive tips.
Retirement plan early withdrawals: Make sure you meet the requirements to avoid penatly
Breaking into a retirement plan before age 59½ may result in a penalty tax. But there are exceptions. Here are the rules, along with what happened to one taxpayer who tried to avoid the penalty because he had diabetes.
Why you might want to file early and answers to other tax season questions
Why is it a good idea to file a tax return early? Here’s the answer to that and other filing season questions you may have.
Tax-saving Ways to Help Pay For College – Once Your Child Starts Attending
As any parent of a college student knows, higher education is expensive. Fortunately, there are some tax breaks for eligible parents.