Learn about Required Minimum Distributions and why planning early matters. Take control of your retirement income strategy before the IRS does.
Retirement Planning
Can you afford a downturn right before retirement?
A market crash right before retirement can permanently damage your savings. Learn why sequence of returns risk matters and how to protect your nest egg now.
The Funding Gap Grows
Social Security’s funding gap was predictable for decades. Jeff Camarda breaks down why high earners can’t afford to plan retirement on a broken system.
Quiz Your Own Retirement Plan
Four blunt questions from fiduciary advisor Jeff Camarda reveal whether your retirement plan is real — or just a portfolio wearing a plan’s clothes.
Financial Planning vs. Living Off Your Wealth
Learn why distribution planning is essential for retirement success. Discover how to minimize taxes, manage income, and protect against market risk.
Retirement Planning vs. Vacation Planning
Most people spend more time planning a vacation than vetting the advisor who will steer their money for decades. Here are the questions that close that gap.
The Hidden Risks of Private Equity Investments!
Private equity investments are marketed as exclusive opportunities. The exclusivity is real. The safety is not. These investments are often illiquid. Meaning you cannot sell when you want to. The valuations on your statement may not update for months. And…
Real Estate Professional Status: Who Actually Qualifies?
Real estate professional status is one of the most powerful tax designations in the entire tax code. Most people who think they qualify do not… The IRS requires more than 750 hours per year in real estate activities. And that…
Most real estate investors assume their rental losses are reducing their tax bill. A lot of the time, they are not….
Most real estate investors assume their rental losses are reducing their tax bill. A lot of the time, they are not…. Rental income and losses are reported on Schedule E. But how those losses get classified determines whether you can…
One of the most common and costly S Corp mistakes is something most owners never realize they are making…
One of the most common and costly S Corp mistakes is something most owners never realize they are making… S Corp owners are required to pay themselves reasonable compensation. Set it too low and you attract IRS scrutiny. Set it…