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…
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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 investors. In its essence, this provision, under the…
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 at generating passive income. Rather than always struggling…
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 large tax implications. The dynasty trust is a…
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 (with their links included): [Cryptocurrency is] a digital asset designed…
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 whether the beneficiary is a spouse. Those variables…
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, that you would consider tapping into your 401(k)…
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 other incentives to make it easier to save…
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 individual retirement plan. The more notable differences between…
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 IRASIMPLE IRA stands for "Savings Incentive Match Plans…
Understanding Annuities
An annuity can seem like it’s some word thrown around with retirement and savings on financial ads during football season. Here’s a little help to understand annuities. Annuities…
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 lead you to believe. Roth IRAs are for…