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Tag Archives | irs

First, Kill All the Lawyers

With the boomtown growth local communities in Dallas and Ft. Worth have experienced, could Texas become the next “he-sues-she-sues-everyone-sues” litigation hot bed?   Frivolous lawsuits are on the rise and you and your family’s money could be potentially at risk. Imagine working and investing your entire life, only to lose it all in lawsuit? When […]

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Borrow from your IRA?

When you need money pronto fast, an IRA loan may be a solution. You may be able to tap into your IRA assets using a 60 day rollover. You have to follow some strict IRS rules, but this technique can look like a short term IRA loan. Usually if you do it correctly, you won’t […]

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Is this simple but costly mistake lurking in your IRA?

They were married for 31 years and managed to raise and educate four children through college.  He retired from his first career early due to heart disease and then began a second one as an accountant.  Years later she also retired and was ready to enjoy life with her husband, as a homemaker.  Unfortunately, he […]

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