David Bergmann
David Bergmann
investment tail tax
The tax tail should never wag the investment dog.
bona cannot might nursing relationship retirement savings service structured stuck using
If Progressive Nursing is a nurse-staffing service, she might be able to do this. If it is a bona fide employer-employee relationship that cannot be structured as a self-employment relationship and it has no employer-sponsored retirement plan, then she is stuck using IRAs and savings vehicles.
check fat sure tax
If you got a fat severance check at the end of the year, take a look and make sure you are in the same tax bracket.
agreement certainly written
There is usually an agreement between the person and the trustee that this will happen. But you certainly don't want it written down.
failure return sign
Failure to sign the return is a big one.
giving horizon income invest mortgage outright payment properties property provides retirement time until
With a twenty-year horizon until retirement, she could invest in a rental property with a 15-year mortgage, which provides deductions. She would own the rental property outright around the time of her retirement. Then she would have two properties at retirement, giving her rental income without mortgage payment obligations.