IRA owners learn how to rescue millions from the impending fiscal cliff. HENDERSON, Nevada December 11, 2012 – Individual Retirement Accounts (IRAs) are often referred to as “nest eggs” requiring care and protection during the owners’ working years. It is hard to think of anything more dangerous to a fragile egg than shoving it off […]Read more
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Jagen™ In The News
BY: DONALD JAY KORN WEDNESDAY, AUGUST 29, 2012 As seen on Financial Planning Magazine.com IRAs must be valued, for tax purposes, and imprecise valuations can be costly. “Overvaluation is more common than undervaluation,” said Joe Luby, a CFP® who is the founder of Jagen, a financial education and consulting company in Henderson, Nevada. “In a […]Read more
FixIRAValuationMistakes.com to Help Investors Recover Millions HENDERSON, Nevada August 28, 2012 – Investors are falling into costly IRA pitfalls resulting in millions paid in excess tax, IRS penalties and interest. These costs are the result of common valuation mistakes related to alternative investments held in IRAs. IRAs are often invested in illiquid alternative assets which […]Read more