Cash Isn’t King Forever: What Falling Interest Rates Mean for Your Cash
Over the last two years, cash has made a comeback. Yields on high-yield savings accounts, CDs, and money market funds approached 5%. Many...
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Milad Taghehchian, CPA, CFP(R)
Oct 18
Using a Self-Directed IRA to Buy Real Estate vs. Purchasing Real Estate Outside an IRA: A Comparison of Tax Benefits
The pros and cons of buying real estate via a self-directed IRA vs just buying investment property outside of an IRA. A tax decision
Milad Taghehchian, CPA, CFP(R)
Oct 17
Understanding High-Deductible Health Plans (HDHPs) and Health Savings Accounts (HSAs): A Guide for Self-Employed, Partnerships, and S-Corps
What is a High-Deductible Health Plan? Why is an HSA beneficial? What happens when you are self employed or in an S-Corp or partnership
Milad Taghehchian, CPA, CFP(R)
Jun 7
Understanding the 83(b) Election: A Guide for Startup and Tech Employees
In the dynamic world of startups and tech companies, equity compensation is a common way to attract and retain top talent. Among the...
Milad Taghehchian, CPA, CFP(R)
Mar 20, 2020
Mortgage Rates and Fed Funds
Wild ride in mortgage rates.
Milad Taghehchian, CPA, CFP(R)
Mar 9, 2020
Bond Market Update
Bond yields are at record lows. Corporate bonds have liquidity concerns. Bond prices are up 13%. Time to take gains and rebalance?
Nicole Renaux
Mar 26, 2019
Planning When There is a Large Age Gap
Retirement planning for couples with a large age gap can lead to some interesting planning issues. My significant other is 17 years my...
Milad Taghehchian, CPA, CFP(R)
Oct 7, 2018
Interest Rates Are Increasing.... Now What?
After almost a decade of record low interest rates, over the last 24 months the US Federal Reserve has been incrementally increasing...
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