Category: Tips and Tricks

Church

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

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Stack of U.S. dollar bills

The Worst Asset to Own

Cash Is Not King Ouch! This hurts to say. It goes against everything I have been taught. It goes against every old saying and everything that feels like what a

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Wallet

Good Luck Buddy

A peek into the future. There has never been a more crucial time to take control of your IRA. By personally managing your IRA, you are managing your future. Why is this

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Sponsor Portal

How to Invest in Life Settlements?

Life Settlements are a rapidly growing investment vehicle. If you are not familiar with life settlements as an asset class, see “What is a Life Settlement Investment.”   Why do wealthy investors, investment bankers,

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