When most people think of Investment Advisors they think of buying and selling investments or market swings up and down. This is all part of the experience as an investor, but at JRC Wealth Management we take a more nuanced stance.
Some owners of pass-through businesses may be able to deduct up to 20% of their qualified business income and/or take generous deductions for investing in qualified property.
Here are answers to some key questions about required minimum distributions.
Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
Determine whether you should consider refinancing your mortgage.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Compare the potential future value of tax-deferred investments to that of taxable investments.
