There are narrow differences between what is considered an IRA rollover and an IRA transfer. Important to know: For the transfer to be tax-free, funds must be deposited into the new...
Posted by Abundant Wealth Planning LLC on 09/03/2022
Almost 150 million Americans live in homes under a Real Estate Investment Trust. They fund it through IRAs, pension funds, 401(k), and other investments. So, what is this popular trust...
Posted by Tiffany Gaskin on 04/17/2022
The work-related costs scheme allows you to spend part of your total taxable salary on benefits, benefits in kind, and supplies for your employees without tax liability.However, WES...
Posted by James Financial Services Inc on 09/27/2021
Studies indicate that the intelligent allocation of assets can lead to long-term investment success. Individuals can find the desired mix of the more risky asset class, such as stocks...
Posted by Abundant Wealth Planning LLC on 09/03/2021
The White House and Treasury released the first details of the Biden administration's 2021 tax reform proposal, a major focus in Washington, DC. Tax code changes are expected in...
Posted by Tiffany Gaskin on 07/16/2021
Imagine that you could invest in real estate with all the advantages and a few disadvantages of the market. You can skip the process of buying and maintaining a property and jump straight...
Posted by Dennis Jao on 04/06/2021
We all have that one activity we love to do. It is something used to take our minds off the stress of the day; it is our escape. However, there comes a time when this activity becomes...
Posted by Tiffany Gaskin on 12/03/2020
Real estate investment trusts (REITs) are the main concern when constructing any equity or fixed-income portfolio. They offer greater divergence, possibly higher total returns and/or...
Posted by James Financial Services Inc on 06/23/2020
Donating to a charity does not only help advance a cause that you have passion for, it also helps bring down your tax bill. This article explores everything you need to know about...
Posted by Carmen Garcia on 07/17/2021
