Estate plan concept.

Featured post:

Is Your Estate Plan Up-to-Date?

Whether you are ultra-rich or just have some wealth and important assets worth protecting, you need an estate plan. Too many people and their families fall victim to poor estate planning each and every year. You want to make sure… Read Now >>

Tax Implications of ROBS

July 27, 2022
Lock on money, ROBS tax implications concept

Some business owners look at a rollover as business startup (ROBS) as a clever way to generate capital for their business while avoiding income tax liabilities on their 401(k) funds they are withdrawing. As with any major financial move, it’s… Read Now >>

6 Mistakes to Avoid When Establishing a ROBS

July 20, 2022
Frustrated businessman - ROBS Mistakes concept

As we continue our series on rollovers as business startups (ROBS), we want to look at some common mistakes you will want to avoid. We’ve covered some pros and cons, the 5 key steps you need to take to establish… Read Now >>

10 Important Facts about ROBS

July 13, 2022
Businessmen shaking hands - ROBS concept

We are focusing on rollovers as business startups (ROBS) this month. We walked you through the 5 key steps needed to establish a ROBS, as well as the advantages and disadvantages of using a ROBS to provide capital funding for… Read Now >>

5 Steps to Establish a ROBS

July 6, 2022
Stairs symbolizing steps needed to establish a ROBS

Last week, we began our discussion about rollovers as business startups (aka “ROBS”) as a way to generate capital for your business. This strategy allows you to pull funds from your qualified IRA or 401(k) account and invest them as… Read Now >>

Rollovers as Business Startups (ROBS)—Advantages & Disadvantages

June 29, 2022
ROBS concept

If you are looking to start your own business or acquire ownership shares in an existing business, you may be able to utilize your 401(k) or IRA account. Rollovers as Business Startups (aka “ROBS”) allow you to invest your retirement… Read Now >>

How to Prepare for Market Volatility

June 22, 2022
Cracking cube, metaphor for stock market volatility

Market volatility can be scary to even the most experienced investor. The stock market has been on a wild roller coaster ride in recent years, though it’s not really anything out of the ordinary when you look at historic trends.… Read Now >>

How Will Inflation and a Possible Recession Affect the Stock Market?

June 15, 2022
recession and stock market trends

The economy is very interesting right now. We’re in a period of strong economic recovery coming out of the pandemic. The unemployment rate is only 3.6% and employee wages continue to rise. Consumers are spending a lot. Yet, these factors… Read Now >>

What Happens After the Worst Years for the Stock Market?

June 8, 2022
Market charts and calculator - stock market crash concept

2022 has been a very rough year for the stock market. The S&P 500 closed at an all-time high on the first trading day of the year (January 3). It’s been nothing but bad ever since. The S&P has experienced… Read Now >>

Inflation: The Biggest Threat to Your Financial Independence

June 2, 2022
young couple worried about financial plan - inflation concept

It’s no secret that high inflation rates have been affecting our economy. There are numerous factors at play, including the economic recovery coming out of the pandemic. The stock market has taken major hits. The cost of living is rising… Read Now >>

Understanding the NIIT for Rental Property Owners

May 18, 2022
house key and pen to represent rental property - NIIT tax concept

If you are subject to the federal net investment income tax (NIIT), you could be paying as much as 3.8% more on your income taxes. Rental property owners are often subject to this additional tax, depending on their total income… Read Now >>