Multi-Media Production USA Inc. is pleased to announce an upcoming feature on Sense Financial Services in its television series, 21st Century Business. The episode will air on Fox Business Network nationwide on Sunday, September 15th. Award-winning series 21st Century Business is an award-winning series that identifies leading industry experts and invites them to address current […]
Roth Solo 401 kRecent updates to Roth Solo 401 k regulations have taken effect in 2013. These updates improve the ability for in plan Roth conversions within the plan. This plan by Sense Financial Services is highly recommended for its tax efficiency and benefits like the ability to convert pre-tax funds […]
I am going to die. It might sound jarring, but it’s true. Death is a reality for me, and for you. Everyone- including you, me, your loved ones, dies.An uncomfortable truthThis truth makes many people sad and uncomfortable. So uncomfortable that they never deal with it. This has unintended and practical consequences for their loved […]
Did you know that the cost of probate is based on the gross value of the estate, not the net value? This can be devastating to the people left behind.Examples of the cost of probateA mother passes with a will and names her daughter as the beneficiary. The mother’s home is worth $200,000, and her […]
Investing is an integral part of a retirement plan. And Solo 401 k plans with checkbook control offer the widest range and greatest control over investments. Solo 401 k plans can be used for almost all types of investments. Sense Financial Services establishes this type of plan so clients can grow and truly diversify their retirement […]
The self employment 401k, or Solo 401k, is a powerful investment vehicle. By setting up a self employment 401k with checkbook control, you can invest your retirement funds in real estate properties, liens, and trust deeds.Investing through a self employment 401kThis 401k requires a form of self employment. Sole proprietors, LLCs, and corporations can adopt […]
Individual 401 k plan holders understand that success requires a lot of hard work. But it’s not just working hard; it’s working smart.Want to work smart? Here are some pointers.Learn about the Individual 401 k planSurprised? Working smart means knowing how to maximize opportunities. And the Individual 401 k is a tool for maximizing your […]
You may have heard of living trusts and the reasons for getting one. Today’s guest post answers the question, Why should I have a living trust? Why Should I Have a Living Trust by Gary Fitzgerald One of the most common questions we get from potential clients is, “Why should I have a Living Trust?” Peace […]
The profitable and growing real estate market is enticing more people to explore investment opportunities, especially while industry interest rates are still at an all-time low. But if you’re a first-time investor, there are important pointers to remember. Become familiar with the ways of real estate investing and the best 401 k plans for individuals […]
Wondering how to analyze a real estate investment? Today’s guest post by Scott Pastel offers guidance. Scott is VP of Property Management and Real Estate at Marshall Reddick. Marshall Reddick is a nationwide real estate firm that provides real estate agents, property management, investments, education, and consulting. Analyzing a real estate investment by Scott Pastel […]