Greenleaf Financial Strategies, Inc

Greenleaf Financial Strategies, Inc

Category: Content
Type: Blog Article

Generated 2 months ago

New blog articles detected

  • The Elections and My Portfolio

    Discussions regarding the 2016 Presidential elections have been dominating the headlines.  Are you tired of it yet?  Many clients are concerned that the outcome may have a damaging effect on their portfolio.  Well here is my take on it. (Let me warn you that my opinion is just as good as anyone else’s. Take it with a grain of salt.)  read more

Greenleaf Financial Strategies, Inc

Category: Content
Type: Blog Article

Generated 2 months ago

New blog articles detected

  • Where is my IRA? Abandoned or Unclaimed Accounts.

    Have you kept track of all of your retirement accounts?  Did you let the custodian know your new address when you moved?  If you have not kept up with all of your smaller accounts, you may one day find that the account was declared abandoned and taken over by the State.read more

  • Enlarged Group of Public Safety Officers Eligible for Tax Break

    The Trade Priorities and Accountability Act of 2015 (TPA) expanded the list of Public Safety Officers who could take distributions from their employer sponsored plans free of the 10% early distribution penalty, if they separated service in the year they reach age 50 or older.read more

  • Taxable Income And Your IRA

    Do you have taxable income in your IRA?  This is not a trick question.  If you hold Master Limited Partnerships (MLP) or other partnerships in your IRA, these instruments could be throwing off Unrelated Business Income Tax or UBIT.  Under the anti-abuse provision of the tax code, the IRA owner could be responsible for taxes on this income if it exceeds $1,000.  And, if the Uread more

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