Upcoming Strategy Groups
From Blueprint To Buy-In
Monday June 9th at 6:30pm EST
The Rehab Playbook
Tuesday, June 24th at 6:30pm EST
Sign-up for a Webinar
Introduction to Self-Directed IRAs
Register Here
Investing in Real Estate
Register Here
Traditional vs Roth IRAs
Register Here
The Power of Leverage
Register Here
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.
The Right Entity Choice: Should You Convert From A C To An S Corporation?
Are you reconsidering the choice of entity for your business? These are several factors to consider when converting from a C corporation to an S corporation. Here are four of them.
The Next Estimated Tax Deadline Is January 15 If You Have To Make a Payment
The fourth estimated tax payment deadline for 2020 is coming up. Here are the details of when it is and whether you’re required to make a payment.
Can You Qualify For A Medical Expense Tax Deduction?
Medical and dental costs are expensive and it’s hard to get a tax deduction for them. But you may qualify by including every eligible expense allowed. Here’s what it takes to get a deduction and how you might be able to benefit by moving certain expenses into 2020.
Maximize Your 401k Plan to Save for Retirement
Have you been contributing enough to your employer’s 401(k) plan or Roth 401(k)? Here are the contribution limits for this year and the recently announced limits for 2021.
Small Businesses: Cash In On Depreciation Tax Savers
Before Dec. 31, your business should buy any needed business assets and place them in service. That way, you can take advantage of the Section 179 deduction and bonus depreciation.
Employees: Don’t Forget About Your FSA Funds
It’s that time of year again: time to spend your unused dollars if you have an FSA.