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Learn this or Retire Poor
lies2 Many people think putting money away tax-deferred is great for retirement. Well, it is not bad but it can have lethal consequences depending on your success over the years and at what tax bracket...
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Asset Protection Stripper
We are not talking about strip tease here folks, but we are talking about stripping equity out of a piece of real property in order to save it from creditors. When a judgment is won against a person...
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“Deadly Investment Property Ownership Mistakes and Easy Ways to Avoid Them.”
A lot of people have heard the word “Probate” used but I find that they don’t really understand what it is or how it can affect them. Probate, simply put, is the process set up by the legislature in...
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“6 Key Ingredients of a Basic Estate Plan”
“6 KEY INGREDIENTS OF A BASIC LIFETIME PLAN” Overview: Plan for the best possible future while protecting against the worst possible events. The planning encompasses three time frames: • From this...
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Tax Reduction And Asset Protection for Real Property
PART I By James Burns, Esq. The most intimidating concern of real estate investors is how do I protect my property, reduce taxes and what entity if any should I use? First, you must have a very good...
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“Do You Know What Your Real Mutual Fund Returns are for Your Retirement?”
It takes no special intelligence for a broker or financial adviser to place a client into an equity fund. All you need to have is a securities license and that’s about it. The planner you choose—or...
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Business Owners Retire Poor Because They Fail to Use Leverage
Business Owners: A recent horrifying article discussed how small-business owners are significantly less likely to have retirement plans than wage and salary workers, a pair of studies found. It is...
View ArticleAvoid income tax to your heirs when you pass away
The IRD or Income Respective of Decedent: When we pass away and leave a sizable IRA or other deferred asset our heirs will have to pay the income tax on it personally. This often times increases the...
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Biggest asset protection threat and how to avoid it
Asset protection from your health. We read a lot about sexy offshore strategies for asset protection and they do make sense and we’ve completed about 30 of them with huge successes and testimonials....
View ArticleProtecting your IRA for Family
Recent IRS rules permit an individual to create an IRA Beneficiary Trust® to insure that your client’s beneficiaries (those who will receive the IRA’s after the client’s death) “stretch-out” their...
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