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.
Answers to your COVID-19 Tax Questions
If you’re like most Americans, the coronavirus (COVID-19) pandemic has led to many questions. Health issues are of utmost concern but you may also have many financial questions. Here are some answers.
Hiring Independent Contractors? What You Need to Know
During these tough times, your business may be saving money by using independent contractors, rather than hiring employees. Make sure to follow all the rules or you could hear from the IRS.
Selected CARES Act Tax Provisions
By Jack Kiley, CPA On March 27, the Government moved with uncharacteristic speed to pass what is called the Coronavirus Aid, Relief, and Economic Security Act more commonly known as the CARES Act. This massive 800-page bill includes aid on support for specific...
Your Economic Impact Payment Questions, Answered.
As the Economic Impact Payments (EIPs) continue to go out, the IRS has released information about why you might not have gotten a payment. There’s also a new tool to check the status of your EIP.
Eligible IRA Withdrawals Now Penalty-free
Fun fact: The CARES Act makes it easier to take hardship distributions from retirement accounts.
Retirement Plan and Charitable Contribution Rule Changes
During the COVID-19 crisis, many people and charitable organizations need cash. The new CARES Act may provide some solutions.