Tag Archives: tax 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

Buying Rental Real Estate With Your IRA or 401K

Yes you can direct your custodian or trustee to purchase investment real estate with your IRA or 401(k). If you have the right type of plan. A truly self directed IRA or 401(k) allows you the control over what you … Continue reading

Posted in 401(k) loans, Financial, Investment, IRA Loans, Real Estate, Retirement, Self-directed 401(k), Self-directed IRA, Taxes | Tagged , , , , , , , , , , , , , | 1 Comment

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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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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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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