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 [...]
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. [...]