Monthly Archives: July 2017

Brian in New England

I thought I’d take a minute to thank you for the information I learned at your June 3-4 Self Directed IRA seminar.  There’s a wealth of knowledge of course, and the section on disqualified participants kept me from… Continue reading

Contempt and Foreign Asset Protection


So you read it on the internet. If you set up a foreign trust (or LLC, or corporation, or whatever) and move some liquid assets into it (which precludes protecting US real estate with a foreign entity – you… Continue reading

Ms. Toyya F. from South Carolina

Ms. Pat Hill from South Carolina

Health Reimbursement Accounts – When a Health Savings Account Is Not an Option

Some of you do not qualify for Health Saving Accounts (e.g. – on Medicare or have the “wrong” type of insurance). And even some of you who do qualify would be better off with a Health Reimbursement Arrangement.

  Health… Continue reading

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