by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Dec 12, 2016 | Featured, Retirement Planning
You’ve built a successful career. Are you building a successful retirement? If there was a way to legitimately deduct $350,000 or more per year from your taxes while funding your secure retirement, would you want to take a look? A Defined Benefit Pension Plan...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Nov 3, 2016 | Dublin CPA, Featured, Retirement Planning
Ignoring Tax Class Diversification Means Setting Up Future Tax Bombs For Your Clients Warren Buffett is widely regarded as one of the most successful investors in the world. Here are a few Quotes from the Oracle of Omaha on diversification: Diversification is a...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Oct 7, 2016 | Palma Financial Services, Retirement Planning
Pension Plans Can Save You Thousands of Dollars In a 2015 article in the Wall Street Journal, it was noted that GOP candidate Jeb Bush saved an average of $350,000 per year via the use of a pension plan. This translates to $1,750,000 over the course of five years by...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Sep 27, 2016 | Retirement Planning
When It Comes To Taxes SCAM is an acronym that means: Sound, Calculated, Accounting, Method. Here’s why I think it’s important: I met recently with a client who needed $72,000 in annual retirement income. In order to net this amount, he has to withdraw...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Jul 28, 2015 | Palma Financial Services, Retirement Planning, Tax Planning
Famed Harvard Economist Predicts Greatest Stock Market Collapse since the Great Depression Well, he’s back. Harry Dent, the gloom-and-doom-Harvard economist who has correctly predicted major market trends over the last 30 years, produced a video at the end of...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | May 24, 2015 | Dublin CPA, Palma Financial Services, Retirement Planning
A recent survey showed that 401(k) plans are now the No. 1 way workers save for retirement. Those fortunate enough to remain steadily employed have relied on their employers to provide financial security for their retirement. Your 401k plan is based on matching...