1031 Exchange

Are you looking to trade in an investment property for another one? If you are, a 1031 exchange is a powerful strategy that allows an investor to defer paying …

529s

A 529 plan is a tax-advantaged savings plan designed to encourage saving for future education costs. 529 plans, legally known as 'qualified tuition plans,' are sponsored by states, state …

Backdoor Roth

Everyone who can afford to should contribute to a Roth IRA. If you’re married, both you and your spouse should do this, as you’re each entitled to an individual …

Cars

Many of our readers are in the fortunate position where you may want to buy a car for your child. If you wish to finance the purchase because you …

Charitable Trusts

We hope that we have communicated to you, our reader, that wealth is a great tool.  This website focuses on increasing and retaining wealth with the goal of going …

Introduction to ETFs

ETFs (exchange-traded funds) are pooled investment securities that are bought and sold, similar to an individual stock. They generally track a specific index such as the S&P 500, but …

MAGI

The IRS uses your modified adjusted gross income (MAGI) to determine whether you qualify for certain tax deductions, credits, and benefits.
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