by Mark J. Kohler | May 30, 2018 | Legal Tips, Uncategorized
A self-directed IRA (traditional or Roth), is a retirement account YOU control. That’s right, you get to decide what you invest in…NOT just stocks, bonds, mutual funds, annuities, or whatever your brokerage account is selling that month. Now your broker may tell you...
by Mark J. Kohler | Dec 27, 2016 | Business, Business Tips, Legal Tips, Tax planning, taxes
There are lots of year-end tax planning considerations, but only a few strategies that MUST be completed by December 31st. Here is my comprehensive list of tips that can literally save you thousands and IF you miss the deadline, you MISS the write-off! Now, due to...
