Archive for July, 2019

Asset Diversification Strategy, Precious Metals IRA

In good times any financial analyst worth his salt would recommend 10% of his client’s portfolio be invested in gold and silver. But there is just one caveat these are not good times. Wouldn’t you agree? So 10% is a good place to start.   Hypothetical Scenario: Wealth Income Strategy: MKG Enterprises Business Trust client opens a Precious Metal IRA and buys or roll overread more

M-453 Monetized Installment Sale

M-453 Monetized Installment Sale   The M453 Monetized Installment Sale tax strategy allows those selling highly appreciated assets (home, land, business, commercial property) to defer the capital gains tax for up to 30 years, while also walking away from escrow with the bulk of the sales proceeds; the ideal scenario.   What is an Installment Sale?  An installment sale isread more

 15 advantages of IRA Real Estate Investing

 15 advantages of IRA Real Estate Investing There are people making quick cash by investing in real estate. However, they are: a) Few in numbers b) They are loaded with cash to begin with c) They are extremely well connected to their local market. Why it makes sense to use a Self-Directed IRA and become a beneficial shareholder insteadread more

Social Security Retirement Strategy

For many retirees, Social Security represents a portion of the income they will rely on during retirement. Therefore, it is important to carefully consider not only when to claim Social Security benefits, but also how to incorporate your unique circumstances, challenges, and goals into this decision. Working with a financial professional who can help you identify potential obstacles, or evenread more