How to Self-Direct my IRA or 401k

a couple checking on a chart printed on a paper

You can actually invest in real estate, promissory notes, precious metals, cryptocurrency, small businesses, and concert tickets, or raw land. Your broker may tell you that you can’t do this and it’s prohibited. They’re blatantly wrong.

How to write-off the cost of a Cruise?

a huge cruise ship docked

Many taxpayers may think a Cruise ship is a great place to have their next “annual company meeting” or attend a conference. They may also think they can take a tax write-off for some education. Don’t get your hopes up. Have you noticed there aren’t many conventions and courses offered on Cruise ships anymore? In […]

“Year End Tax Tips – MUST complete by December 31st

year end tax tips - must complete by december 31st

This is a unique trick we implement for several clients each year. If you previously paid a lot in Self-Employment Tax and for some reason had an LLC (sometimes a major mistake by other planners), you can easily still elect it to be taxed as an S-Corporation retroactively to January 1st, 2013