The Inherited Stretch IRA for future generations to live tax free
We’ve been talking about setting up your life for a secured retirement and passive returns protected from taxes and inflation, giving you and your family peace of mind. What if I told you that you could pass your wealth on to your heirs….your children or...Choosing your real estate friends and Partners wisely
Investing in real estate is a team sport. The best opportunities and best deals are not listed on some exchange board or found through mutual funds, private or publicly traded investment trusts. I recommend investing in only secured real estate investments – where...Where is the disconnect?
“Hey Jim, If it was so easy, why isn’t everyone talking about using the Roth IRA strategies that you and David talk about?” To build or acquire sustainable investment assets that will provide for you for the rest of your life takes some action on your part. Totally...What if tomorrow never comes?
Guest written by: David Phelps I was struck hard yesterday by the loss of a friend and colleague. “It wasn’t her time.” She was only 37 years old, leaving behind a 6-year old daughter and a loving husband. Shocking – we always ask...
Cash Flow Now
Today is a GREAT day to plan your future and carve out the path in life that you want.
