Can I suggest you need a retirement plan b? No, I know. You’ve probably already got a “plan a” for retirement. You wouldn’t be reading a blog post … [Read more...] about Retirement Plan B: Why You Need One
retirement
Self-directed IRA Real Estate Investment Problems
In some popular online forums, participants regularly tout the idea of self-directed IRA real estate investment or self-directed 401(k) real estate … [Read more...] about Self-directed IRA Real Estate Investment Problems
Avoiding Net Investment Income Tax
Most taxpayers probably aren’t thinking about avoiding net investment income tax. But they should. The net investment income tax hits more people than … [Read more...] about Avoiding Net Investment Income Tax
Asset Allocation for Small Business Owners and Entrepreneurs
In an online forum the other day, a long-time member advised someone to ignore their small business when considering their asset allocation. No one … [Read more...] about Asset Allocation for Small Business Owners and Entrepreneurs
When 1031 Like-kind Exchanges Don’t Make Sense
Real estate enthusiasts often go crazy about Sec. 1031 like-kind exchanges. But this tax planning gambit usually doesn’t make as much sense as you … [Read more...] about When 1031 Like-kind Exchanges Don’t Make Sense
Partnership Tax Consequences: What Your Financial Advisor Didn’t Tell You
Can we talk for a minute about partnership tax consequences? Specifically about a handful of issues that probably neither you nor your financial … [Read more...] about Partnership Tax Consequences: What Your Financial Advisor Didn’t Tell You
Small Business Investment Returns Astronomical?
In this week's blog post, we're going to talk about small business investment returns. But if you read no further, please please take away this … [Read more...] about Small Business Investment Returns Astronomical?
Successful Active Investor Tips from David Swensen
Are you interested in becoming a successful active investor? No, I know. You don’t want to admit you’re thinking this way. Most people know the … [Read more...] about Successful Active Investor Tips from David Swensen
Bear Market Survival Tactics: Ideas from David Swensen’s Book
An awkward topic: Are you looking for or thinking about bear market survival tactics? No, I know. You're right. We probably can't time the market. … [Read more...] about Bear Market Survival Tactics: Ideas from David Swensen’s Book
The Million Dollar S Corporation Mistake
Bad or erroneous tax advice costs small business owners in all sorts of ways. But deciding not to run a successful small business as an S corporation … [Read more...] about The Million Dollar S Corporation Mistake