Planning for a Recession: What to Know
Throughout history, there have been times when the economy has gotten so bad that we dipped into a recession. A recession isn’t as bad as a depression. Even younger generations will have heard of The Great…
Articles
ARTICLES IN INVESTMENT STRATEGIES
Use the 1031 Exchange Rule to Defer Capital Gains
The 1031 Exchange, also known as the like-kind exchange, is a powerful tool in the arsenal of savvy real estate…
9 Ways to Generate Passive Income
In today's world, you need to work smarter, not necessarily harder. To accomplish this, you should take a closer look…
Why Have A Dynasty Trust?
One of the major complications facing aging individuals is the passing down of wealth to the next generation without creating…
What Is Cryptocurrency?
There is plenty of misunderstanding about the definition of cryptocurrency. Wikipedia’s well-researched entry on the topic defines “cryptocurrency” as follows…
How Rules Differ On Inherited IRAs For Spouse And Non-Spouse
So what happens when you inherit retirement plans? It all depends on the type of account. It also depends on…
Should I Use My 401(k) Funds To Buy A Home?
Tired of writing those rent checks that seem to get you little, if anything, for your money? It’s understandable, then,…
What Is A 529 College Savings Plan?
A 529 College Savings Plan is a plan operated by a state or educational institution, with tax advantages and potentially…
Is A Roth IRA For Me?
A Roth IRA is a form of individual retirement plan that resembles, except for certain key elements, the traditional IRA…
Employee Matching Retirement Contribution Plans for The Self-Employed
Are you self-employed and still want an employee matching retirement contribution plan? Well, you can with a SIMPLE IRA. SIMPLE…
Understanding Annuities
An annuity can seem like it’s some word thrown around with retirement and savings on financial ads during football season.…
Contributing and Withdrawing from Roth IRAs
Investments in Roth IRAs are quite simple to understand despite what financial ads that run during major sporting events would…