Articles

Even half of what they collect in Social Security could provide a better private benefit.

The short answer is, “No.”

Those who stand by and do nothing are complicit in aiding the loss of freedoms for others.

“We don’t have concentration camps and political dissidents and large numbers being hauled into prison because we don’t need that because we have effectively put prisons inside people’s minds.”

Don’t let the noise of random returns ruin a brilliant investment strategy.

“Estimates range from $5,000 to $20,000; sharp opposition to Finra getting involved.”

The capital gains tax traps wealth in an investment vehicle requiring special techniques to free the capital without penalty.

Despite their complexity, these exchanges have the potential to save vast amounts of money.

Roth accounts have several advantages over traditional retirement accounts.

Our firm decided to become a 3(38) investment manager because playing this role offers our clients administrative relief. By taking on the role of a 3(38) adviser, we accept responsibility for selecting a prudent investment strategy.

Now you may pay one of at least four different capital gains rates. The strategies to deal with capital gains differ for each level.

MAGI is a common tax term to denote the resulting value of your adjusted gross income (AGI) with some items added back in. However, each use of MAGI may have different variables added back.

Low risk firms should be visited less frequently by the SEC.

A typical college degree is worth up to a million bucks over a career, but that’s not true for every degree.

Having sufficient assets in a taxable account can allow for tax planning.