Author - Mark Hume
Know What You Own, Part 2 – Commercial Real Estate
Submitted by BCR Wealth Strategies on November 30th, 2020That same newsletter from Part 1 just published another article. This one was on the real estate market.
And while it was not as misleading as the Nasdaq vs tech fund issue, it did completely gloss over the largest sectors of this asset class.
Know What You Own
Submitted by BCR Wealth Strategies on November 16th, 2020Give Your Kid a Match
Submitted by BCR Wealth Strategies on October 12th, 2020What Does it Mean to be "Tax-Smart"?
Submitted by BCR Wealth Strategies on September 8th, 2020Helping our clients implement “tax-smart” strategies is where I believe we provide a substantial amount of value. Anyone who is a DIY investor can open a Vanguard account and fund an S&P 500 Index Fund on a regular basis. Many of those that do this think they have just equaled the work of a financial advisor and saved themselves a lot of money in fees.
What are the Markets Telling Us?
Submitted by BCR Wealth Strategies on August 17th, 2020Is Gold Back?
Submitted by BCR Wealth Strategies on July 28th, 2020What Happens When You Can't Stretch Anymore
Submitted by BCR Wealth Strategies on June 30th, 2020
The SECURE Act has taken away the ability to stretch an inherited IRA out over someone’s lifetime. What happens when you lose your flexibility?
In the case of inheriting a Traditional IRA, you are required to concentrate your tax liability. The new law requires you to distribute all assets from the inherited account within 10 years.