Question: Laura is a U.S. citizen and is employed by a foreign hospital in Jamaica, where she works as a physician. Is she required to pay U.S. FICA taxes on [...]
The IRS is starting its compliance initiatives to combat erroneous ERC claims by sending Letter 105 C, Claim Disallowed, to taxpayers who claimed the credit and their entity did not [...]
Properly categorizing assets as deductible or capitalizable can lead to significant tax savings and minimize errors in tax returns. This also allows you to provide valuable advice on asset management, [...]
Death can be an unpleasant subject, but every tax pro needs to be ready for the day when someone who has lost a family member walks into your office looking [...]
Question: Suzanne and Mike Sparks, a married couple, transferred their assets, including rental properties, to a single qualified revocable trust of which they were both considered grantors. As such, the [...]
401(k)s: The 40-Year Failed Experiment
A Better Place to Store Liquid Capital
How Market Losses Affect Your Portfolio
When you are ready to start pulling money out for income in retirement, there are few worse places to do so than Wall Street. Market fluctuations can be volatile, and when a loss occurs one needs time in order to recoup it. And, the gain needed just to get back to even is greater than the loss experienced. Watch to learn more.
Saving Money in a Life Insurance Policy
If you could earn 4-6% compounding interest per year on your liquid capital, instead of the next-to-nothing the banks are paying you, would you be interested? What if we told you that no taxes needed to be paid on those earnings? That’s exactly what a properly structured life insurance policy can do. Watch to learn more.
Average Rate of Return is the Wrong Metric
Enhancing Real Estate Returns Using Life Ins
Rather than let the bank capitalize and profit off your money, wouldn’t it make sense if you could cut out the middleman and retain your hard-earned dollars? By borrowing out of a properly structured life insurance policy, you could come out of your next home purchase pretty flush with cash. Watch to learn more.
The 401(k) Fallout
The Financial Crisis of 2008 taught many people a hard less about investing too much of their retirement savings into investment vehicles subject to market loss, like a 401(k). Don’t let another market crisis impact your retirement plans. Watch to learn more.
The Retirement Gamble (full documentary)
The Pension Gamble (full documentary)
When I'm 65 | Full Documentary
The Untouchables (full documentary)
In this documentary, producer and correspondent Martin Smith investigates why the U.S. Department of Justice failed to act on credible evidence that Wall Street knowingly packaged and sold toxic mortgage loans to investors, loans that brought the U.S. and world economies to the brink of collapse.
Can You Afford to Retire? (full documentary)
The Coming Retirement Crisis | Raoul Pal
In this hard-hitting Real Vision special, Raoul Pal presents the single most important financial topic of a generation — the Baby Boomer retirement crisis. In addition, Raoul also offers a glimpse of a brighter future, in which smart millennials take control of their own financial destiny and side-step the crisis. Watch to learn more.
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