Dan Deighan, CLU, CFC

IRA conversion, practice buying considerations are addressed

IRA conversion, practice buying considerations are addressed

Investors should consider obtaining a qualified second opinion when concerned about "bleeding" of portfolio values due to market losses.

Does the same old "buy-and-hold" strategy still have a pulse for those of us in our fifties, sixties, and older?

The self-directed IRA can be invested in any investment the IRA custodian and the IRS allow.

I'm starting to consider an exit strategy for when I'm ready to retire from my practice. What do I need to know about handling the sale of my building, tax planning, retirement options, etc.?