IRA – MD Update

Two Financial Updates for 2019

March 1, 2019May 13, 2019 Scott Neal adjusted gross income, bond market slide, China 's central bank, DAF, deduction, donor-advised, donor-advised fund, dramatic sell-off, economic growth number, extreme bullishness, extreme panic, fed, filer, financial update, future interest rate hike, growth number, hold stock, interest rate, IRA, job act, long-term goal, market outlook, married joint filer, MSCI All-World, MSCI All-World index, new standard deduction, OR 2, QE 1, quantitative tighten, reduce reserve requirement, renewal of the bond, risk tolerance, RMD, round of quantitative ease, Scott Neal, single filer, stay power, tax update, uncertain trade talk, US bull market, US debt, year 's worth of charitable deduction

Market Update The US bull market is getting long in the tooth. We have just witnessed a V-shaped partial recovery

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Remember the IRA?

April 1, 2017March 23, 2018 Scott Neal completed tax return, contribution, CPA, deduction, form 8606, income limit, IRA, IRA contribution, IRAs, non-deductible, non-deductible contribution, nonwork spouse, old CPA, preparer, qualified plan restriction, qualified retirement plan, quick refresher, retirement, retirement account, retirement plan, Roth, Roth contribution, Roth IRAs, Scott Neal, spouse, tax basis, tax code, tax return, taxpayer, taxpayer relief act, traditional IRA, traditional IRAs

I once heard about an old CPA who, after presenting a completed tax return to his client, said, “Don’t read

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A Guide to Smarter Giving

January 1, 2017March 23, 2018 Scott Neal 70½, AGI, capital gain tax, charitable intent, charitable organization, charity, DAF, deduction, donation, donor-advised, donor-advised fund, eleemosynary intent, eligible charitable organization, full value of the share, gain tax, high income year, income year, intent, IRA, itemized deduction, lawyer call, non-retirement, non-retirement account, non-taxable distribution, QCD, QCDs, qualified charitable distribution, qualified charity, required minimum distribution, RMD, Scott Neal, smart give, tax return, utilize part

If you are like most people with charitable intent (lawyers call it eleemosynary intent), you write checks to charities of

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The Ultimate

June 1, 2013 Calvin R. Rasey advisor, amount of premium, amount subject, asset, beneficiary, benefit tax, Calvin, Calvin R., cash, cash balance plan, cash value, cost of pure insurance protection, death benefit, dollar, exclusive benefit of employee, income tax, insurance, insured, insured 's estate, investment, investment advisor, IRA, life insurance, life insurance premium, life insurance premium pre-tax, LLC, P.S., P.S. 58, P.S. 58 cost, permitted investment, plan participant, plan principle purpose, plan principle purpose of provide retirement benefit, pre-tax, pre-tax dollar, premium, profit share plan, provide retirement benefit, purchase life insurance, pure cost, pure cost of the death benefit, QRP, QRP pay premium, qualified plan, qualified retirement plan, R., Rasey, retirement, retirement plan, service II, traditional defined benefit

Do you ever wish you could pay your life insurance premium with pre-tax dollars while keeping your benefit tax free?

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Planning for Market Leadership

August 1, 2012March 22, 2017 Gil Dunn 40, AAAHC, acne, Allergy & Immunology, ambulatory surgery center, anesthesia, anesthesia surgery, Anir Dhir, Beaumont area, board-certified, cancer, cancer cell, Castro, Charlie Becknell, complete physical exam, complete physical exam of the skin, cosmetic dermatology, DAK, de, dermatological, dermatologist, dermatology, dermatology associate, dermatology associate of Kentucky, dermatology practice, Dhir, double board-certified, double-boarded, double-boarded internist, entire staff, exam, fellowship, Fernando, follow-up care, found partner, free-standing dermatology center, general anesthesia surgery, general dermatologist, general dermatology, growth of DAK, Immunodermatopathology, immunology, internist, IRA, Ira P., Kentucky, laboratory dermatological immunology, large free-standing dermatology center, large freestanding practice, Laurie, Leavell, Lexington, Lexington imagine, lexington-based dermatology associate, Margaux, Margaux farm, market leadership, Mary Guiglia, Massa, Md., Mersack, micrographic, Mohs, Mohs micrographic surgery, Mohs surgery, off-label, off-label use, P., partner, patient care, Persian gold, physician, pinwheel, practice philosophy, psoriasis, R., Ramsey, Sherri Baer, simple practice philosophy, simple practice philosophy of an emphasis, skin, skin cancer, success of DAK, surgeon, surgery, surgery center, surgical dermatology, surgical technique, systemic illness, tissue, tissue save procedure, Todd Clark, tumor, UK 's commonwealth stadium, UofL, UofL 's Papa John, UofL 's Papa John 's cardinal stadium, volume of lexington-based dermatology associate of Kentucky, W., wart, west side of Lexington

LEXINGTON Imagine UofL’s Papa John’s Cardinal Stadium filled to capacity or UK’s Commonwealth Stadium with all but the corners filled

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Is Retirement in Your Future?

June 1, 2012 Scott Neal age-weighted, assortment of choice, calculation, closely-held, complexity, contribution, cost of the plan, DB, DB plan, de, de rigueur, defined contribution, disqualification of an exist plan 's tax, employee, employer, exist plan 's tax, family 's future benefit, formal retirement plan, governmental coercion, individualized calculation, IRA, IRA contribution, old owner of a closely-held business, outside administrator, physician 's practice, plan 's tax, problem of terminology, profit share plan, qualified plan, qualified retirement plan rule, qualitative reason, question of need, real fiscal problem, required contribution, retirement, retirement plan, retirement plan rule, right retirement plan, scale of complexity, Scott Neal, side income, tax man cometh, tax-advantaged, tax-advantaged retirement plan, tax-deferred, tax-deferred growth, tax-deferred retirement plan, tax-deferred save, tax-saving, tax-saving incentive

Qualified retirement plan rules are changing once again. Later this summer, retirement plans must disclose to participants all the costs

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