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IRA Strategies for Physicians in 2012
Money Flows-In Even as Volatility Continues in Mid-Year By Martha J. Schilling AAMS CRP ETSC CSA http://www.schillinggroupadvisors.com The amount of money in IRAs is climbing even as the volatility...
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Retirement Portfolio Real Estate?
Inefficient and Illiquid … But? By Rick Kahler MS CFP® http://www.KahlerFinancial.com What’s the best way to hold real estate in a retirement portfolio? For many investors, the answer seems to be...
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Congress Passes Permanent Tax Provisions
By Cindy Freking CPA [Tax Manager ] cfreking@whirleyproactive.com Late on December 15th, a bipartisan agreement was reached on tax extenders—i.e., the 50 or so temporary tax provisions that are...
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On non-traded real estate investment trusts (REITS)
Private real estate investment trusts (REITS) By Rick Kahler CFP® In February 2016, I published an article that was not kind to non-traded or private real estate investment trusts (REITS). Unlike the...
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