This IRA mistake had investor face US Tax Court
If you’re an active real estate investor or have attended several real estate meet-ups to learn more, investing in real estate using your retirement funds must be a familiar topic. Over the past couple of years, self-directed retirement accounts have gained popularity and along with them the news of their alternative investing capacity. As a retirement solution company, we suggest our clients to diversify their assets using a self-directed IRA but not at the expense of having the US Tax Court after them.
Here is a case study that will have you understand the importance of thorough research before accessing your 401k funds.
Estate Planning: Living Trust Mistakes to Avoid
Estate planning is a topic that is often ignored by many people, even though it plays a great role in the financial future of a person and their family. It is not complicated to set up a living trust. However, without proper guidance, there are certainly a lot of issues that can be overlooked.
Setting up a living trust is only the first step. Making sure that you have the proper plan laid out is another story. How do you make sure your living trust is adequate, and that your intentions will become true? Here are the most common living trust mistakes that you need to avoid to ensure the best for your loved ones…
Protect the Your Loved Ones with Life Insurance
Life insurance is a vital part of the overall financial plan. Is your family protected with the life insurance? Do you know if you have enough coverage? Do you know if you are overpaying for your life insurance coverage? Our affiliate website BestTermLife.net has Life Insurance Needs Calculator and allows you to get a quote from top insurance providers at once. Have them compete for your business! Click below now to visit the website!
Wisdom from the Bible
“Precious treasure and oil are in a wise man’s dwelling, but a foolish man devours it.”
Could You Be the Next Success Story?
Many of our clients started with little knowledge of how a self-directed retirement account can help their investing ventures. This is why our team is here to provide all the support and guidance you need.
Explore the possibility of gaining total control over your retirement funds today, simply pick up the phone and call us at 949-228-9394. Or schedule a free appointment with one of our retirement planning experts:
Comment or Suggestion?
Is there anything you would like to see in the next newsletter?
Feel free to get in touch by sending your question or comment to firstname.lastname@example.org or simply reply to this email. We’d love to hear from you!
Our team at Sense Financial is committed to educating individual investors, professionals and business owners about financial concepts that make sense. We offer live events in Southern and Northern California geared toward self-directed investing. We also offer webinars, so no matter where you are, you can join us and invest in yourself.
If we can be of any service to you, please give us a call or contact us via email. Our team is committed to providing quality service to our clients and investors.
Sense Financial Team
Disclaimer: Sense Financial Services LLC is not a fiduciary and does not provide legal, tax, investment, accounting or other professional advice. If legal, tax, investment, accounting or other expert assistance is needed please use services of competent professional.
Connect with us!