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
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Introduction to Self-Directed IRAs
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Investing in Real Estate
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Traditional vs Roth IRAs
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The Power of Leverage
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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 Tax Aspects of Selling Mutual Fund Shares
There are many complex facets involved in selling mutual fund shares. Here’s a rundown.
Can you deduct charitable gifts on your tax return?
You may assume that if you make a charitable contribution to an eligible organization, you’ll receive a tax break for it. That may not be the case anymore. Here’s why.
Cut Your Tax Bill with IRAs
Saving for retirement is essential for financial security and the government provides tax incentives. If you’re eligible, you still have time to contribute to an IRA, Roth IRA or SEP and benefit on your 2019 tax return.
Help Protect your Personal Information by Filing your 2019 Tax Return Early
Be an early-bird tax return filer this year. It may protect you from tax identity theft. Here’s why.
4 New Law Changes That May Affect Your Retirement Plan
A new law might provide you with tax-saving opportunities related to your IRA or retirement plan.
New Law Provides a Variety of Tax Breaks to Businesses and Employers
Good news for businesses and employers: A new law provides federal tax relief. Here are five highlights.