by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Aug 5, 2022 | Financial Services, Pro Tips, Real Estate, Tax Planning
The stock market is crashing while real estate continues to rise, but you do not have enough liquidity for a down payment. QUESTION: Is this the time to Invest? Nowadays, you may wonder if this is the time to invest in real estate through your IRA, Roth IRA, or...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Apr 5, 2022 | Palma Financial Services, Retirement Planning, Tax Planning
If you want to save money on retirement accounts, IRAs are a great way to save, but self-directed IRAs are even better. Let’s talk about IRA! Suppose you establish a traditional IRA with a bank, a brokerage, or a trusted company. In that case, you are...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | May 13, 2014 | Featured
An Individual Retirement Account (IRA) is a tried and true savings vehicle for people seeking financial security in the Autumn of their years. In a perfect world the maximum amount is added tax-free every year and if invested wisely grows tax-free as well. Then...
