Recent years have witnessed the mainstreaming of alternative investments for certain accredited investors.¹[images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FComplicated-formula-on-blackboard-300×273.jpg” width=”300″ align=”right” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ full_width=”Y”] McKinsey & Company, a global consulting firm, found that individuals in the U.S. have put more than $625 billion into alternative investments. By year end 2015, McKinsey expects alternative investments will represent 13% […]
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Every year the Internal Revenue Service (IRS) releases its list of tax scams, spotlighting the myriad ways that people try to separate you from your money.¹ [images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FPiggy-bank-in-scam-trap-300×240.jpg” width=”300″ align=”right” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ full_width=”Y”] The 2015 “Dirty Dozen” Identity Theft Using your personal information, an identity thief can file a fraudulent tax return […]
No one wants to see an Internal Revenue Service (IRS) auditor show up at his or her door. The IRS can’t audit every American’s tax return, so it relies on guidelines to select the ones most deserving of its attention. Here are six flags that may make your tax return prime for an IRS audit.¹ […]
The varied reasons to donate art range from a personal affinity for a museum, the desire to create a legacy, and the tax consideration that may come with the donation. The tax rules surrounding the tax deduction of art are complex and confusing.¹ When donating art, donors can generally claim a federal tax deduction of […]
While Americans are entitled to take every legitimate deduction to manage their taxes, the Internal Revenue Service (IRS) places limits on your creativity. Here are some examples of deductions from the IRS that were permitted and some that were, well, too creative.¹[images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FTax-deduction-Calculator-300×269.jpg” width=”300″ align=”right” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ full_width=”Y”] Creative Deductions that Passed […]
Like a closet that isn’t reorganized from time to time, a portfolio that isn’t reviewed regularly can leave you feeling like the pieces no longer fit. Last year, for example, stocks, as measured by the S&P 500 had annualized returns of 13.69%.1 U.S. investment grade bonds gained 5.97%, while international stocks declined -4.49%.1 Given this […]
Baby boomers are going to retire differently than their parents did. Americans are living longer, healthier lives — a fact that is reflected in our notions of what it means to retire. Now, instead of a complete cessation of work, Americans view retirement as a gradual transition into another lifestyle. Some retirees may go back […]
Understanding your investment options is essential when building a portfolio that matches your risk tolerance and time horizon. The old saying “knowledge is power” applies to many situations in life, including retirement planning. The more you know about the benefits your plan offers, the more likely you’ll be to make the most of them and come […]
Your retirement savings plan offers you several choices when you decide to change jobs or when you retire. This report explains some of the options you may be able to choose from in deciding how you want the money in your plan treated when one of these events occurs. [images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FNew-job-typewriter-chapter-one-300×156.jpg” width=”300″ align=”right” top_margin=”20″ […]
Affluent investors who are charitably inclined may have specific philanthropic and estate planning goals in mind, but may not be familiar with the many vehicles and trust structures available to help them implement their goals. [images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FCharity-Puzzle-300×300.jpg” width=”300″ align=”right” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ full_width=”Y”] In order to choose the most advantageous charitable giving strategy, […]
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