Individuals
Do you ever ask yourself: What if I outlive my money? (This is a primary concern for most Americans according to this study-read HERE.) What if tax rates increase in the future? If tax rates increase in the future, does it make sense to save money in tax-deferred investment vehicles where I’ll pay taxes at [...]
Avoid the Tax Deferral Trap
If you’ve saved money into a 401(k) or tax-deferred account, you’re headed for The Deferral Trap. Forbes magazine (Dec 13, 2004) first warned that most people unknowingly make this expensive mistake when they fund their tax deferred accounts. Carefully compare how the true benefits and costs of these tax deferred plans will impact your future lifestyle. [...]
Build Wealth Without Market Risk
Imagine being completely protected against downside market risks and still receiving a double digit rate of return…. You can learn about one strategy here that protects your principal against market risk and has delivered double digit returns every year since 1991. If stocks drop or real estate values fall or interest rates rise, you won’t be impacted at [...]
Use a Self-Directed IRA to Diversify
As people experience the current state of the economy with the sub-prime mortgage debacle, near collapses by banking and insurance giants, as well as a plummeting stock market and shrinking retirement accounts, they want to take back control of their investments. Many are also disenchanted with the traditional investments available through typical retirement plans like an IRA or [...]