How much do you actually know about running online campaigns using Google Adwords? Well, do not feel ashamed if you do not know much because there are experts out there who are familiar with the ins and outs of this sophisticated system. These trained specialists allow you to save time and money and focus all…
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When you talk about retirement, saving, and investing, the term “401k” likely comes up. But do you have a full grasp of what a 401k really is? One of the most common investment vehicles, a 401k is a tax-advantaged, employer-sponsored plan that allows you to save for retirement in a tax-sheltered way to help maximize…
Read articleHeres How Much You Could Have If You Max Out Your 401 K . How Much Should I Have In My 401k During My 20s 30s 40s . How Much Should I Have In My 401 K At Age 30 40 50 . How Much Should You Have In Your 401 K Are You Even…
Read articleContributions to a Roth IRA can be made at any time, and after the account owner turns 59 ½ the earnings can be withdrawn penalty-free and tax-free as long as the account has been open for at least five years. The same rules apply to a Roth 401(k), but only if the employer’s plan allows…
Read articleCan I take money out of my IRA to buy investment property? The IRS offers an exception that allows you to withdraw funds from your IRA to fund a home purchase. You can withdraw up to $10,000 to buy, build, or rebuild your first home. These withdrawals will not incur a 10% penalty, but depending…
Read articleToday’s Flashback Friday is from episode 542 published last July 15, 2015. The world of long term financial savings plans can leave you dizzy. The paperwork can be pages and pages of jargon which make plans hard to distinguish and administer. Jason’s guest Edwin Kelly from Specialized IRA Services breaks down the Self Directed IRA,…
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The majority of people don’t even look at learning how to put money into this business until later in life when they have a thriving career and a good deal of additional income at their disposal. The Investor’s Business Daily has a proprietary (top secret) rating system that they use to evaluate stocks. Newspaper Investors…
Read articleDoes spouse automatically inherit 401k? If you’re married, federal law says your spouse* is automatically a beneficiary of your 401k or other retirement plan, period. You should still fill out the beneficiary form with your spouse’s name, for the record. If you want to name a beneficiary other than your spouse, your spouse must sign…
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This reminder applies only to our Solo 401k clients. The below information does not apply to an IRA LLC structure. This is a quick reminder to all of our Solo 401k clients, that you must sign your 401k restatement documents by July 31, 2022. Here are some quick notes: Who Must Sign the Updated Documents?…
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A common question to all Texas probate attorneys is, “What Letters of Testamentary do I need for my parent’s life insurance policies?” In Texas, a will controls the distribution of all assets in the probated estate. Certain assets are classified as non–probate assets and no Court intervention is required. The following are the most commonly…
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