Tag Archives: tax

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

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What type of Self Directed Retirement Plans are there?

Self directed IRAs and 401ks can mean different things to investors vs. stock brokerages. Self directed IRAs have higher ongoing costs in comparison to Self directed 401ks. Continue reading

Posted in 401(k) loans, Financial, Investment, IRA Loans, Real Estate, Regulation, Retirement, Self-directed 401(k), Self-directed IRA, Taxes, Uncategorized | 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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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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IF IT WASN’T’ BAD ENOUGH ALREADY!

Arizona Non-Recourse Lending Status to Change On July 1st, 2009 Arizona Governor Brewer signed into law SB 1271 (a revision to ARS 33-814(g), affecting a lender’s ability to pursue a deficiency judgment post Trustee Sale, i.e. foreclosure). The exemption from … 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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