
How to Self-Direct my IRA or 401k
You may have heard that self-directed rules prohibit you from making the following investments:
You may have heard that self-directed rules prohibit you from making the following investments:
Wouldn’t it be nice if you could get a little help from Uncle Sam as well as a tax write-off for some of that pet food, vet bills, or even that big price tag at the breeder? Well, there might just be an option to save some taxes in the process.
Will you leave a legacy or a disaster? In this guide, we’ll break down the two most essential estate planning tools you need: a will and a revocable living trust. We’ll also talk about what each one does, how they work together, what it should cost, and the biggest mistake most people make with their
A 10-year plan is your personal roadmap to achieving long-term financial goals and living life on your own terms. Whether you’re growing a business, managing a side hustle, or planning your exit strategy, having a well-defined vision will help you stay focused and in control of your future. Instead of being reactive to life’s twists
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, 2025