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Why a SEP IRA May Be Right for You

The Simplified Employee Pension (or SEP IRA) is an attractive retirement savings tool for entrepreneurs and small business owners. Any business owner with at least one employee can open a SEP IRA. This also includes any self-employed individual (and thereby anyone with freelance income, sole proprietorships and partnerships). Corporations, including S corporations, can also set […]

The Threatened State of Financial Freedom

By Charles “Bo” Ives, President Retirement is a frightening concept for many, and the idea of saving for retirement seems to be getting more and more of a negative connotation. Also, some data shows it on the decline among Millennials, despite recent news that Millennials are actually saving more than their parents’ generation. One major […]

When You Can and Must Take Money Out of Your IRA

You are certainly able to take money out of your IRA at any time, but oftentimes not without penalty. Let’s review one of the better-known rules about IRA distributions. If you take withdrawals before age 59 ½, you will have a 10% IRS penalty to cover. This charge could be in addition to any tax […]

Why Real Estate Is “Where the Money Is”

According to urban legend, prolific American bank robber “Slick” Willie Sutton said that he robbed banks “because that’s where the money is.” Sutton reportedly stole upwards of $2 million over his career. Finding the money is the key to success in any industry, and there is an enormous, relatively unknown tax-advantaged investment resource that savvy investors […]

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