Tag Archives: investment risk

Still Don’t Understand Your Retirment Plan Options?

Owning a fully paid for rental property in your IRA or 401(k), professionally managed by a quality property management company, can offer an excellent monthly income stream that you cannot outlive. Continue reading

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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

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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

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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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Corporate Malfeasance vs. Fiduciary Standards

As corporate malfeasance becomes more and more obvious to the citizens of the world, your neighbor, my neighbor, the neighbor’s neighbor are all “Mad as Hell and not going to take it anymore!” How long can we all stand by … Continue reading

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Your Own 401(k) Plan (updated)!

I am asked often why I encourage clients to pursue establishing a self directed 401k plan. To put it quite simply, it is best plan available for the self employed. If you can qualify for a self-directed 401(k) plan, you … Continue reading

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PREDICTED HOME BUY TAX CREDIT BETTER THAN EXPECTED

Do You Qualify for this Tax Credit?               November 6th 2009: Congress just extended and added more eligible buyers to what started as the $8,000 first time home buyer tax credit.  This credit was due to expire November 30. This … Continue reading

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No One Cut the Cheese, But It Still Smells

Wall Street seems to be rolling in money again; everyone pats themselves on the back as one year removed from total financial disaster everything is now going to be alright!  As Bill Cosby used to say in his schtick, RRrighttt! … Continue reading

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The Failure of Modern Portfolio Theory

Modern Portfolio Theory, as brought to you by the Pulitzer Prize winning Harry Markowitz, was originally published in 1952.  With later additions by Merton Miller and William Sharpe, its technical market analysis and risk adjusted return theories remain just that, … Continue reading

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