Private Lending, LLCs & Other Alternative Investments GUEST BLOG: Profits from Paper You may have heard about "notes" before and it sounds great, but how does it actually work? How do you actually make money from buying mortgages?
Charitable Donations Continue Through QCDs Changes to the federal income tax laws make it less likely that taxpayers will itemize deductions, like charitable donations where you must meet certain requirements.
Self Directed IRAs Everything You Should Know About Inherited IRAs Transferring wealth of any kind creates both opportunities and risks for the giver and receiver’s financial plans. Inherited IRAs can be especially confusing to those on the receiving end because the tax laws require that you treat someone else’s retirement savings different from your own.
Self Directed IRAs Everything You Need to Know About Required Minimum Distributions (RMDs) It’s important to understand how the recent law changes affect your IRA. One of the more relevant topics IRA owners should be aware of is a Required Minimum Distribution (RMD).
Saving for Retirement Keep Your Retirement Funds Safe with an IRA Rollover If you’re changing jobs or retiring, you have an important decision to make: what to do with retirement plan savings accumulated from former employers.
Private Placements, Angel Investing GUEST BLOG: IRA-Owned LLC & IRA-Owned Trust: Pros and Cons SDIRA investing financially enables you to pursue investment strategies on your own terms. IRA-Owned legal entities & structures can enhance your SDIRA investing.
Saving for Retirement Solo Employers Can 401(k) Too! As a sole proprietor with no employees you have two options to set up an employer-sponsored retirement savings plan.
Private Placements, Angel Investing GUEST BLOG: Are you an Accredited Investor? There are nuances and legal ramifications you should be aware of as to the definition of an “accredited investor.”
Savings Options for Qualified Education Expenses | Mainstar Trust If you still have time to save, there are various tax-qualified savings options you can use to help pay for higher education.