Rick Alford

Rick Alford, CRP, President
Office 972-731-2539 | Cell 214-762-1905 
June 2018
How Can I Receive Income, Tax-Free?

Do you need extra cash to supplement your retirement income? 

Wouldn't it be nice if these extra income sources were available to you on a tax-free basis?

Protecting Your Retirement Income from Taxes - video by Ed Slott, CPA

Learn how to "rescue" your retirement using smart strategies outlined by consumer advocate, tax expert and educator, Ed Slott, CPA.
Accounting Madness
Notes from the Accounting Professor

Why does it take the FASB 684-pages to interpret the simplifications associated with share-based compensation, when (i n contrast), Warren Buffett's Berkshire Hathaway takes less than three pages in their proxy statement to deal with executive compensation? Hmmm....
In This Issue
Emergency Funds
How accessible are they?
Ever wonder what happens if you have an emergency and need to tap into the typical retirement product?
  • CD's
  • Bonds
  • Mutual Funds
How accessible are they?

There's at least one retirement strategy that  allows for emergencies,
without penalties, fees or losses on your original money.

Debunking the Top 5 Retire-Myths

After 35 or 40 years of paychecks, you might be counting the days before you can leave your job for good. However, your idea of what lies ahead in retirement years may be far different from reality. You need to be prepared for the fact that life as a retiree may not follow the script you wrote in your head. Here are five myths about retirement that catch many retirees by surprise
This material has been prepared for informational and educational purposes only. It is not intended to provide and should not be relied upon for, accounting, legal, tax or investment advice. Please consult with a professional specializing in these areas regarding the applicability of this information to your situation.
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