by SDP Team | Oct 14, 2016 | IRA
It might prove to be a better choice than a 1031 exchange. Did you know you can buy & sell real estate using a tax-deferred retirement account? It is completely possible to do that if you have a self-directed IRA – that is, an IRA that permits alternative...
by SDP Team | Oct 12, 2016 | Uncategorized
Create your own user feedback survey
by SDP Team | Oct 12, 2016 | Children
Be transparent about your wealth. Determining how much to share about your finances with your kids and when to do so can be a tough call. Many high-wealth parents put off having conversations about money. A 2013 Wall Street Journal article by Missy Sullivan references...
by SDP Team | Oct 10, 2016 | Children
Me and the guys at SDP have spent years asking people “What does retirement look like?” or “What are your goals and dreams for the future?” It’s fulfilling to help people set plans in place to reach those goals and dreams. Recently a good friend asked me what MY dream...
by SDP Team | Oct 7, 2016 | IRA
Tame yearly inflation means very little change. Over the past 12 months, consumer prices have increased very little. The latest Consumer Price Index (September) shows 0.0% yearly inflation and only 1.9% core yearly inflation. That means no cost-of-living adjustment...
