Common Abusive Tax Schemes
Tax evasion using foreign jurisdictions is accomplished using many different methods. Some can be as simple as taking unreported cash receipts and personally traveling to a tax haven country and...
View ArticleThe Truth About Bankruptcy
The word “bankruptcy” has a bad connotation, and for good reason. However, is it a bad thing for everyone? The answer varies depending on your situation but it is worth taking the time to read this and...
View ArticleThe Strange Case of Closed End Funds
The Strange Case of Closed End Funds By Ted Schwartz, CFP® The financial services community debate about the efficiency of markets rages on. There are still many who believe that at any given moment...
View ArticleConvert or Not that is the question for 2010
You will soon be bombarded with the name “Roth” in the media because of some changes coming next year. Beginning in 2010, two important changes are scheduled to take effect for converting to a Roth....
View ArticleEthical Wills: Preserving a Legacy of Values for Your Family and Community
What is an Ethical Will? Most people are familiar with the concept of a “last will and testament”. It is the means of distributing our accumulated assets to our loved ones and favorite charities, and...
View ArticleWhat is a 412(i) Plan?
412(i) Plan The 412(i) plan is designed to be used for small United States business owners. These plans often suit the needs of those who might have problems saving for retirement while also focusing...
View ArticleThe Defined-Contribution Plan
Defined-contribution retirement plans are quite common, and have been increasing in popularity over the last couple of decades. As compared to a defined-benefit plan, where an employee is guaranteed a...
View Article
More Pages to Explore .....