Tag: 401(k)

8 “Make or break” tax strategies for real estate agents and brokers to round out 2021
Key points in this article: The effects of rising home prices on Real Estate Agents tax liabilities Long-term methods for reducing your overall tax exposure Compensation alternatives that save on taxes We have been meeting with several real estate professionals.

Combining my 401(k)s
Have you wondered, should I be Combining my 401(k)s? your not alone and we have written the below guide to whether or not its going to be right for you and your strategy. After a decade working with clients the

Private Placements in your IRA & 401(k)
A Self-Directed IRA (SDIRA) is very similar to a traditional IRA but gives you more ways to diversify your investments and retirement savings and can include using Private Placements. The SDIRA gives you greater control and flexibility by investing in

Dental Practice Financial Planning Offers Employee Retention and Attraction
Dr. Koslow started his dental practice over 20 years ago and is proud to have grown to 6 dentists providing general and cosmetic dental services to children and adults. He and his team also really pride themselves on community give