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Case Study: Investing in Real Estate with IRA Funds

The stock market hasn’t been kind to Paula (age 45) this year. The market’s deep dives in recent months have had a major impact on her IRA holdings. Her investment advisor suggests diversifying, but his ideas center on market-based assets. Paula is not satisfied with that solution. Paula is genuinely concerned that her retirement goals […]

Which Digital Asset Is Right for You? Part 3: Litecoin

By now, just about everyone has heard of Bitcoin. You don’t have to be an institutional investor or someone in fintech to know the impact it’s made on the investing world. And it shares the spotlight with other popular cryptocurrencies like Ethereum, Ripple and Litecoin. Each of these appears to be carving their own unique […]

An Overview of Tax Reform 2.0 Legislation

With all the focus on the Supreme Court recently, you might’ve missed the U.S. House passing Tax Reform 2.0. Passed on September 28, 2018, the legislation looks to make significant changes to the nation’s tax code. And as you likely recall, the U.S. tax code already experienced major changes via the Tax Cuts and Jobs […]

6 Common Cryptocurrency and Digital Asset FAQs

Whereas some asset classes like real estate or private equity are fairly easy to understand, the cryptocurrency asset class is a little more complex. While many investors are interested in this new asset class, some are hesitant to enter the space without learning more about Bitcoin, blockchain, and all things cryptocurrency. Beginning a series of […]

It’s Not Too Late to Recharacterize Your 2017 Roth Conversion

As a result of the Tax Cuts and Jobs Act, signed into law on December 22, 2017, recharacterizations of conversions will soon be a thing of the past. But you have one option left within the next few weeks. You have until October 15, 2018, to recharacterize your 2017 Roth IRA conversion. Previously, you could […]

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