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KEEP IT! The Fiscal Cliff IRA Survival Guide

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 […]

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Will IRA Valuation Do-Overs Yield Large Tax Refunds?

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 […]

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IRAs with Alternative Assets: Victims of Valuation Mistakes

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 […]

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When A Reduced Value Is A Good Thing

Investments & Wealth Monitor July/August 2011
High net worth clients want their assets to be worth a little for tax purposes but worth a lot for spending purposes. Applying strategic valuation adjustment principles can accomplish both priorities with excellent results.

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Where Conservative Investors Should Go As The Rally Continues

Eavesdropping on TD Ameritrade, February 2011

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Finding Deductions To Offset Roth Conversion Income

Financial Advisor Magazine, October 2010. If wealthy clients lack your enthusiasm for Roth conversions, planner Joe O. Luby III has some ideas that can help.

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Qualified Disclaimers in 2010

As seen in Trust & Estates, October 2010. Use this simple and unique solution to add flexibility in dealing with estate tax uncertainty.

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An Advanced (and Unique) Investment and Tax Solution

Investment Advisor Magazine. October 2010.

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Intrafamily Loans In Today’s Low Interest Rate Environment

As seen in the Wealth Counsel Quarterly. Various planning techniques are more in favor during
periods of low interest rates such as we are experiencing in the US today.

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Maximum 24.5% Tax Bracket For Large Roth IRA Conversions

As seen in The Wealth Management Insider. Do you think clients have to pay income tax on large ($500k++) Roth IRA conversions at the top marginal tax rates? Think again.

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Valuation Adjustments Provide Opportunity For Planners

As seen in NAPFA Advisor June 2010 By Joe O. Luby III, CFP® They can provide amazing tax efficiencies for clients, offer opportunities to collaborate with other professionals, and allow the planner to bring an advanced planning technique to high-net-worth clients and prospects. Traditional securities, such as stocks, bonds, and mutual funds, are easily valued […]

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A Strategy for 2010 IRA to Roth Conversions

As seen in the Journal of Retirement Planning, December 2009. While a private fund could be
utilized in the estate planning process, the LLC unit structure was deliberately crafted to be
IRA compliant in order to apply discount valuation principles to Roth conversions.

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