Tapping a Roth IRA Early
Tapping a Roth IRA Early Did you know that you can touch your Roth IRA before turning 59 1/2? Actually, you can access your CONTRIBUTIONS whenever you want – penalty & tax free Think of it as a glorified savings account Not saying you should do this,...
What You Need To Know About Delaware Statutory Trusts
What You Need To Know About Delaware Statutory Trusts DSTs or Delaware Statutory Trusts are continuing to be a viable option for many real estate owners that are entering retirement looking to relieve themselves of landlord duty and are tired of dealing with tenants,...
529 Rollovers
529 Rollovers 529 accounts are getting a lot more powerful with the recent SECURE Act 2.0 legislation that went into effect on January 1st.Here’s what you need to know:Typically, 529 money is dedicated to education expenses like college tuition. Taking money out for...
The 5 “Hidden” Tax Opportunities To Take Advantage of NOW
Before They Go AwayHave you been making good use of the recent tax code changes to legally reduce the amount of taxes that you pay each year? Many Americans paid less due to changes in marginal tax brackets and other revisions. However, some of the tax code changes...