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Take money out of your Roth IRA tax free, penalty free!

September 2, 2015

There’s a reason they call the Roth IRA “the Swiss Army knife of savings plans.” You see, the Roth IRA is much more than a retirement fund. It’s also a down payment fund, a college savings fund, and an emergency savings fund all rolled into one! That’s right. If you know what you’re doing, you can withdraw money from your Roth IRA for any purpose and pay zero taxes and zero … [Read more...]

How to solve a mortgage-interest deduction problem

June 17, 2015

If you live in a house and make mortgage payments, but someone else owns the property, can you still get a tax break? The answer is “yes!” You see, if you know how to handle things the right way, you can deduct up to 100% of the mortgage interest you pay… even if someone else’s name is on the deed and mortgage documents. Want to find out more? Easy. Read my new article … [Read more...]

Another way your home office can save you money

June 17, 2015

If you sell your home at a profit, the tax law is on your side. But if you sell at a loss, the IRS just won’t cut you a break. That’s because your home is a personal asset and the general rule is, you don’t get deductions for losses on personal assets. That’s where your home office comes to the rescue. You see, when you sell your home at a loss, the IRS will give you a … [Read more...]

Deduct your swimming pool (and more!) as medical expenses

January 1, 2015

When it comes to claiming legal tax deductions, your accountant can be your best friend. But your doctor can be a great pal too if he or she suggests you buy certain equipment for your health. That’s right… A swimming pool, ergonomic chair, elevator, and lots more can all be tax deductable if your doctor says you need them! Want to find out more about how to take advantage … [Read more...]

How to save thousands in taxes on your second home

January 1, 2015

If you own a second home, my new article makes “must” reading. Why? Because a long-forgotten, Tax Court ruling can help you dramatically increase deductions on your second home! By the way, you won’t find any mention of this money-saving strategy in IRS guidance to taxpayers. Unless you study old cases the way we do, you might never know how to save thousands of dollars in … [Read more...]

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