Secure Act 2.0
Your IRA Is About to Get Even Better! The House of Representatives just passed the Secure Act 2.0. While the Senate has not yet voted, the non-partisan support in the […]
Tips and Tricks
Cryptocurrency Executive Order
On March 9, 2022, President Joe Biden signed an executive order outlining a government approach to address the development of Cryptocurrencies and Digital Assets across the US financial system. The
Cryptocurrency Executive Order Read More »
4 Year-End IRA Tax Planning Tips
We are down to the last few weeks of 2021, but there is still time to take smart year-end tax actions. Your IRA will thank you. Charitable Contribution Deductions Don’t
4 Year-End IRA Tax Planning Tips Read More »
Inflation Is on Fire!
Consumer Price Index After our government pumped over $100 Trillion into the economy, it recently announced that the Consumer Price Index jumped 6.5% from this time one year ago. The Consumer Price
Inflation Is on Fire! Read More »
Naming a Beneficiary: Four Key Points
Retirement Planning Naming a beneficiary is a very important aspect of planning your retirement, especially in the face of unexpected events. When establishing your IRA, HSA, or Solo 401 (k),
Naming a Beneficiary: Four Key Points Read More »
Is a Checkbook IRA Always the Best Option?
The IRA-LLC, (and 401(k) LLC) also called the Checkbook IRA accounts represent about 4% to 6% of the Self Directed IRAs, and sometimes these accounts can be a good idea.
Is a Checkbook IRA Always the Best Option? Read More »
IRA Tips For Smart Investors
Will my IRA be subject to Estate taxes if I die? Yes if your total estate is $11.58 Million or higher ($23.16 Million for a married couple). If the value
IRA Tips For Smart Investors Read More »
Learn How This New Biden Proposal Will Change Everything
What do you plan on leaving for your heirs? Successful people have long set aside gifts for their heirs. IRC § 1014(a) provides what is commonly called Stepped Up Basis. Simply
Learn How This New Biden Proposal Will Change Everything Read More »
New Tax Proposals: How They Could Affect Your Investments
A Great Investment For as long as people have been investing, the first steps have always been the same: Identify a good opportunity. Hire a CPA or attorney to help
New Tax Proposals: How They Could Affect Your Investments Read More »
Donations to Your Church
Can my Traditional IRA make a donation to my church to satisfy the RMD? Yes, and we can take this even further. This method of making a charitable contribution to satisfy your Required
Donations to Your Church Read More »
