Many people own substantial IRAs and have the bulk of their investment portfolios in IRAs. Some of these investors might not realize there are investments that are prohibited from IRAs and others are allowed but incur tax penalties. The issue of how to invest an IRA is more important in today's climate...
Posted to
Retirement Watch
by
Bob Carlson
on
04-03-2009
Filed under:
Filed under: Bob Carson, IRA Benefits, Traditional IRA, Roth IRA, Carlson, Bob Carlson, income taxes, iras, ira distributions, real estate, retirement plan, retirement, retirement plans, employer stock, stock, selling a business, small business, stocks, investments, portfolios
Lawsuits, accidents, and other unexpected events can put personal assets at risk of loss. Protecting assets from these and other potential losses is a prime goal of many people. While expensive asset protection packages are available from various finance professionals, there are much simpler ways to...
Posted to
Retirement Watch
by
Bob Carlson
on
07-25-2008
Filed under:
Filed under: Estate Planning, IRA Benefits, estates, Carlson, Bob Carlson, iras, trusts, real estate, mortgages, retirement plans, insurance, lawsuits, annuities, creditor protection, asset protection