Upcoming Strategy Groups
Clients Only Strategy Group
Monthly on the 2nd Tuesday
Self-Directed IRA Workshop
Monthly on the 4th Tuesday
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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.
When Can Seniors Deduct Medicare Premiums On Their Tax Returns?
Seniors who have Medicare insurance (including supplemental) know that it can be costly to get the desired coverage. If this is your situation, you may be able to deduct the cost of premiums, along with other medical expenses, on your tax return.
Tax News For Investors and Users of Cryptocurrency
The IRS is asking more questions about cryptocurrency and digital assets and will soon be learning more information about those who invest in and use them.
There’s a Favorable “Stepped-up Basis” If You Inherit Property
If you’ve inherited assets or you’re planning your estate, it’s crucial to understand the “step-up” basis rules.
Paperwork You Can Toss After Filing Your Tax Return
Want to do some spring cleaning and get rid of tax documents? You don’t want to clear out records that the IRS might request in an audit. Here are the general rules.
The Tax Advantages of Hiring Your Child This Summer
Thinking about hiring your high-school or college-age child to work in your business? You could reap significant tax benefits.
Some Taxpayers Qualify for More Favorable “Head of Household” Tax Filing Status
You may pay less tax if you file your tax return as a “head of household” than if you file as a “single” individual. What’s the difference?