Save Serious Money with These 3 Great Negotiation Tips

Save Serious Money with These 3 Great Negotiation Tips

by | | Uncategorized

Save Serious Money with These 3 Great Negotiation Tips By Steve Sheppherd 1) MAKE YOUR PROFIT THE DAY YOU BUY This is one of my favorite truisms. You have a power when you are buying that you don’t when selling. As the buyer, you can simply walk away and fight another...
The Back-Door Roth IRA (or better yet, the Roth 401k)

The Back-Door Roth IRA (or better yet, the Roth 401k)

by | | Uncategorized

The Back-Door Roth IRA (or better yet, the Roth 401k) By Jordan Sheppherd You probably know that if you make more than $117,000 as a single-filer, or $194,000 as a joint filer, you don’t qualify to contribute to a Roth IRA. What if I told you there’s a simple...
How NOT to use a Roth IRA

How NOT to use a Roth IRA

by | | Uncategorized

How NOT to use a Roth IRA By Jordan Sheppherd A little over a year ago, a court case came out involving a Roth IRA/Corporation structure, the facts of which are almost comical. The case is Polowniak v. Commissioner TC 2016-31. You can see it on the US Tax Court’s...
Doing It Right: The Two-Step Contribution Process

Doing It Right: The Two-Step Contribution Process

by | | Uncategorized

Doing It Right: The Two-Step Contribution Process By Alisha Bennett Many clients are ready to make their contributions for 2016 or get a head start on 2017 (click here for information regarding IRA limits) but are unsure of the process of making contributions to their...