Posted by Daniel Sentell in Financial News
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Bloomberg reporter Meghan Morris recently brought to light a new asset trend for investment firms. Rather than going after the spectacular success that can come with playing the stock game, many are turning to alternative assets such as real estate and private equity. And they’re doing so for what seems to be a counterintuitive reason: the alternative investments are actually quite conservative.   The realists of Wall Street have often cautioned against falling in love with stock picking. The latest “us v...

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Posted by Daniel Sentell in How To
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  Maybe it’s just a sign of the times, but in recent years we’ve seen a spate of articles dealing with early withdrawals from retirement plans. People are out of work, expenses are going up, and few people still have rainy day funds that they can tap. In general it seems that the proverbial ends have grown further apart than Senate politics. With that in mind, here are five ways that an account holder can legally access his/her retirement funds without incurring any penalties. 1. Have a really good reason. If the reason why you’re withdrawing funds from your retirement plan is a good one, (i.e...

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Posted by Daniel Sentell in The Idea of Business
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Profit is good. Unless, of course, it’s not. Here’s the deal. Everybody responds to incentives, and one of the top incentives is the ability to put a few bucks in your pocket. That’s why you go to work, that’s why people produce products for you to buy, and that’s why mothers still qvell over “my son the doctor/lawyer/internet billionaire”. Unfortunately, that’s also why people try to game the system. One of the more famous examples of incentive based larceny is known as the Cobra Effect...

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Posted by Daniel Sentell in Financial News
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  It’s one thing to break the law. It’s quite another to do it under IRS guidance.    In a recent WSJ article by ace Laura Sanders, we find out all the details about how the IRS actually paved the way for an infraction of U.S. tax law. Here’s how it went down.   It started with a veteran tax lawyer by the name of Alvan Bobrow. He had a pretty good understanding of the law, (he was a tax lawyer after all,) and he knew where to turn to find guidance on IRS regs. The place where he went, and where all tax professionals go, was IRS Publication 590...

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Posted by Daniel Sentell
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Quick! Your money and your retirement rely on giving the correct answer to the following question. Which of the following is just a passing fad: A. Social Media B. Search Engines C. Smart Phones D. Streaming Video   There are a number of major blue chip companies that are betting on each of these products continuing their hot ubiquity. You know, in the same way that companies in years past bet on the train system, typewriters, and film developing. (Did you ever hear of a fly-by-night called Kodak?) Now, that doesn’t mean that every successful product is necessarily a fad...

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