Tag Archives: deductions

How To Enjoy Tax Free Retirement Income (part2)!

This gives him an effective tax rate of 3% today, a rate he would likely never see during retirement. Continue reading

Posted in 401(k) loans, Financial, Investment, IRA Loans, Real Estate, Regulation, Retirement, Self-directed 401(k), Self-directed IRA, tax free, Taxes | Tagged , , , , , , , , , , , , , , , , , , , , | Leave a comment

How To Enjoy Tax Free Retirement Income!

Most everyone is aware of the opportunities the Roth IRA provides in the way of accumulating tax deferred dollars and then enjoying tax free distributions. Of course this extends to owning real estate in your Roth IRA (or post-tax 401(k) … Continue reading

Posted in 401(k) loans, Financial, Investment, IRA Loans, Real Estate, Retirement, Self-directed 401(k), Self-directed IRA, tax free, Taxes | Tagged , , , , , , , , , , , , , , , | Leave a comment

Will The President Provide Economic Security?

The question is not one of public policy or who should be president, but how do we as a nation (and advisors) help create a sense of security for each and every one of us. Continue reading

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Your Job Search is Tax Deductable!

Our guest writer this week is Alex Starcevic, an Enrolled Agent with the IRS and principal of Genesis Tax Advisors. Here are the top six things the IRS wants you to know about deducting costs related to your job search. … Continue reading

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