Equity Indexed Annuities
Equity Indexed Annuities Equity-indexed annuities are a type of fixed annuity. They get their name because their interest is partially based on an equities index, such as the S&P 500. They provide an opportunity for higher returns than traditional [...]
SIMPLE IRA Basics
SIMPLE IRA Basics A SIMPLE IRA is a type of retirement account for small business owners and their employees. In this article, we will go over SIMPLE IRA basics. Who Can Create a SIMPLE IRA Account SIMPLE IRA accounts [...]
Investment Red Flags
Investment Red Flags Purchasing an investment is a serious obligation. There are certain investment red flags you should be on the lookout for to keep your money safe. In this article, we will review ten investment red flags you need [...]
International Tax Treaties
International Tax Treaties International tax treaties are agreements between two countries. The purpose of these treaties is to prevent issues such as double taxation and tax evasion. These treaties can also be known as Double Tax Agreements or DTAs. [...]
When Is a Trust Involved in Probate?
When Is a Trust Involved in Probate? In general, a trust will help your estate to avoid probate. However, there are certain scenarios when probate may be required. In this article, we will consider one circumstance when a trust [...]