Category: In The News

What Investors Need To Know About Investing In Hedge Funds

Posted on: July 26, 2021   |   Category: In The News

About Professor Kevin R. Mirabile, C.P.A, D.P.S.:  Following last week, we are happy to share the second part of our interview with Dr. Kevin R. Mirabile, C.P.A., D.P.S. Dr. Mirabile received his B.S. in Accounting from S.U.N.Y Albany in 1983, M.S. in Banking and Finance from Boston University in 2008, and a doctorate in Finance […]

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An Introduction to SPACs

Posted on: July 23, 2021   |   Category: In The News

One of the newest assets to hit the investment markets is known as a SPAC, or Special Purpose Acquisition Company. SPACs are generating excitement both amongst regular investors, as well as those using Self Directed IRAs. Let’s take a dive into the world of SPACs and get educated about this unique asset.  SPACs – The Basics  A SPAC […]

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What Investors Should Know When Investing in Alternative Assets

Posted on: July 21, 2021   |   Category: In The News

This week we’re privileged to share the first part of our interview with Dr. Kevin R. Mirabile, C.P.A, D.P.S.  About Professor Kevin R. Mirabile, C.P.A., D.P.S.: Dr. Mirabile is a Clinical Associate Professor of Finance at Fordham University. Prior to becoming an academic, he held senior executive positions at Morgan Stanley and Barclays Capital in banking, trading, and asset management. Dr. Mirabile is the author of several […]

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Peter Thiel’s Roth IRA Is Erroneously Reported

Posted on: July 1, 2021   |   Category: In The News

In a recent report from ProPublica, the Roth IRA activity of Peter Thiel was portrayed as a massive gaming of the system. In short, the government gives various tax incentives to help Americans save for retirement, and Peter Thiel was able to take advantage of that to cheat the country out of well-deserved taxes. The facts themselves are certainly true: Peter Thiel is using […]

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Employee Spotlight: Gina Stoddard, Chief of Staff

Posted on: June 23, 2021   |   Category: In The News

Meet Gina Stoddard, Madison’s Chief of Staff. Gina joined the team about a year ago and has since been an integral part of developing our company’s culture. If you have worked with Gina, you know you can count on her to get the job done with a smile on her face. We sat down with […]

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The IRS Has Extended 2020 Retirement Account Contributions

Posted on: June 3, 2021   |   Category: In The News

The IRS has provided automatic tax deadline extensions to people on a state-by-state basis. This includes the deadline to make 2020 IRA contributions. The good news for you is that you may still have time to open an account and get a deduction for 2020. Find out below if your state qualifies for the extension. […]

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Investor Security – Part 1

Posted on: May 26, 2021   |   Category: In The News

Sometimes the greatest benefits can also pose the greatest challenges. In a Checkbook IRA, investors have the freedom to pursue the assets that make sense to them. With that freedom, though, comes an increased responsibility to do research. Investors have to look carefully at the proposed investment and see if it truly has the potential to be profitable in the […]

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2021 Tax Guide to Required Minimum Distributions

Posted on: March 24, 2021   |   Category: In The News

In the last year, there have been several rule changes to retirement plans. Many of these changes have been established to provide economic relief for those affected by the coronavirus. To make it easier for taxpayers, the IRS recently published a list of the most relevant ones. Here’s the breakdown:  New RMD Age – Owners […]

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2021 Tax Tips From The IRS

Posted on: February 22, 2021   |   Category: In The News

The IRS has made a big push in recent years to become a more consumer friendly organization. Their website now offers a plethora of practical and easy-to-read articles, and some of the information there can really help tax payers in the long run. If you’re interested in seeing some of the latest developments, you can […]

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5 Money Moves for Investors to Make Before Year-End

Posted on: December 16, 2020   |   Category: In The News

Let’s face it, this year has been tough both financially and mentally. To end the year on a high note, investors should perform a little portfolio management. Here are five of the best money moves to make before the end of 2020.    Maximize Your Retirement Contributions Why is maximizing your retirement contributions important?   Tax-Advantages – 401(k) and […]

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