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.
What You Can Deduct With Your Volunteer Work
Assuming a charity is qualified, you may be able to deduct some of the out-of-pocket costs you incur when volunteering for the organization. But the rules are complex.
Save Tax By Saving Energy
If you invest in certain green equipment at home, you can save green in the form of tax credits (not to mention the savings on energy costs going forward). Learn what qualifies and how much you can save.
The ABCs of HSAs, FSAs and HRAs
“HSA,” “FSA” and “HRA” may seem like groups of letters you might spot floating in your alphabet soup. But they actually are three kinds of accounts that offer tax-advantaged funding of health care expenses. Here’s a quick comparison.
2018 Quarter 3 Tax Deadlines for Business
After a busy winter and spring, you and your employees might be trying to take it a little easy this summer, perhaps using some vacation time or working shorter days. But don’t take it so easy that you miss these important Q3 2018 tax deadlines.
TCJA & Estate Planning
Your estate plan may need a tax update in light of the Tax Cuts and Jobs Act, even if your estate is well under the new $11.18 million estate tax exemption.
Taxes & Where to Live in Retirement
Trying to decide where to retire? To avoid unpleasant tax surprises, it’s critical to consider state and local income, property, sales and estate taxes.