One of the big advantages of a traditional IRA or 401(k) is being able to save pre-tax dollars and let them grow tax deferred until you need them. Hopefully, when you take the distributions in retirement, you will be in a lower tax bracket than when you made the contribution. The downside is that traditional […]
No. 51 of 106 Things We Do For Clients Evaluate new investment opportunities.
I recently talked with an administrator of a private medical practice about some of the financial challenges she faces in dealing with the medical system, insurers, and patients. Some of the insights she gave me into the realities that private physicians face in providing medical care were rather disturbing. Here are a few of them.
No. 50 of 106 Things We Do For Clients Help you understand and protect against risks.
In February 2016, I published an article that was not kind to non-traded or private real estate investment trusts (REITS). Unlike the traded variety that can be sold immediately on a public exchange, non-traded REITS have no public market if you want to liquidate the shares, making them much more illiquid. I contended that even […]