The New Definition of “Accredited Investor”
For nearly 40 years- spanning six different US Presidents, nine different SEC Chairs and five bull markets- the definition of “accredited investor” has not experienced any substantial modification. That all changed on August 26, 2020, when the Securities and Exchange Commission (SEC) adopted final amendments to the “accredited investor“ definition which fundamentally broadens the qualification…
Use Your Roth IRA as a College Savings Tool
Many people do not have the financial resources to save enough for retirement and college for their children. Often, people will add to college accounts and neglect their retirement savings. While it is noble to think of your children before yourself, you can actually do both at the same time. You can add…
Venture Investing: How to Evaluate If It’s Right For You
Have you ever had a phone call or an early-stage venture investing “deal” hit your inbox, and you didn’t know what to do or even where to start? Welcome to the club; we all start there. Early-stage venture investing can be a rewarding endeavor but it’s not nearly as straightforward to evaluate as…
What Is The Real Cost: Latin America VS. North America? Part 1 – Acquisition And Taxes
Have you considered investing in property overseas? If you have, you may have compared property ownership in Latin America and North America and thought “I can buy a condo in Florida for less than what you are selling them for.” While that may be true at face value, more factors can determine which…
What Is The Real Cost: Latin America VS. North America Part 2 – HOA And COA Fees
In the previous article on investing in Latin America Real Estate, we covered the costs associated with investing in properties here. When talking about HOA fees and comparing between North and Latin America, we must take into account the cost of labor. Because labor costs are far less in Latin America, we’re talking…
Roth Conversions and Self-Directed IRAs
The hot topic of Roth IRAs has become even hotter, thank you, Peter Thiel. The hot topic of Roth IRAs has become even hotter, thank you Peter Thiel. If you have not heard, Peter Thiel, co-founder of PayPal, and tech investor, has been in the news because of his Roth IRA. While his…
Coverdell Education Savings Accounts CESA
Coverdell Education Savings Accounts, what is it and how to earn. Saving for College sounds simple in theory, especially when you start early. However, life happens while you are making other plans, as I have heard and experienced. The reality is, college savings takes a back seat to other financial goals. Self-Directed IRA…
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