In this edition:
Discover how these events will affect your finances. And what you need to do about it now!
Fonzie, Fred Thompson and Finding retirement income in home equity
In this edition:
Have you seen the commercials with former senator and TV actor Fred Thompson and Henry “The Fonz” Winkler touting Reverse mortgages?
Recently I discovered a Retirement Income Strategy that makes a lot of sense. Part of the strategy might involve the use of a reverse mortgage.
Here’s how it works…
How to use IRA money to buy a business
In this edition:
One of our clients wanted to make a loan to a family member so they could buy a business.
The problem is – all of their money is tied up inside an IRA. They could have withdrawn the money from the IRA. But then they’d have to pay income taxes on the money withdrawn.
Here’s how to use IRA money…without triggering a big tax bill.
Should You Lend or Invest Money In A Friends Business
In this edition:
Every once in a while we get a phone call from a client looking for our advice about lending or investing money in a business with a friend or family member.
So if one of your friends or family members approaches you about going into business with them or lending them money to start a business, should you?
Here are questions you should ask…