Form W-2G Basics
Form W-2G Basics Form W-2G, is the form gambling establishments use to report your winnings as income to the IRS. In this article, we will go over the basics of what is involved if you receive Form W-2G. Form Contents [...]
Funding Your Trust
Funding Your Trust Signing your trust is just the first step in creating a successful estate plan. The second step is funding your trust. This is the process of transferring assets into it. In this article, we will go [...]
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 [...]