episode 34 – the best way to buy a business, build a relationship that matters

This week, on episode 34, the best way to buy a business, build a relationship that matters, we get a peek into a special business owner/business advisor relationship between Ryan Dumermuth, CPA, CFP, principal at Rea & Associates, and Kirk Spillman, president and CEO of Eagle Machinery. Together they discuss the importance of advisory trust and … Continued

Don’t You Love a Good Loophole?

The Roth IRA is a terrific vehicle to save money. Why? First, although you don’t get a tax deduction when you fund it, there are no taxes due when you withdraw from it. Second, your ability to withdraw from it is very liberal. Contributions can come out tax- and penalty-free and at ANY time. Finally, … Continued