What Warren Buffett Might Say About Taxes

May 11, 2016

401k, Investment, ROTH IRA

5/11/2016 AZ Republic by Dr. Harold Wong Warren Buffett is known as the Greatest Stock Market Investor of the last 5 decades. In 2015, he was ranked by Forbes Magazine as the 3rd wealthiest person in the world. He is known for many wise sayings about investments; the world of money; and life. His #1 […]


Common Sense about Roth and Multi-Generational IRAs

Feb 05, 2016

ROTH IRA

February 5, 2016 AZ Republic by Dr. Harold Wong Warren Buffett says that very few people exhibit common sense in their investments and financial strategies. This article will focus on comparing how most view the Traditional IRA versus using two advanced strategies: the Roth IRA and the Multi-Generational IRA (MGIRA). You should definitely contribute the […]


Secrets of the Rockefeller Trust, Roth, and Multi-Generational IRAs

Feb 03, 2016

ROTH IRA

February 3, 2016 AZ Republic by Dr. Harold Wong These are very advanced planning tools that are very different from what 99 percent of individuals use. Ed Slott, the nation’s most quoted expert on advanced IRA strategies, says that at most 2% of CPAs specialize in advanced IRA strategies and very few attorneys understand these […]


Proposed Social Security Restrictions Require Better Retirement Planning

Nov 04, 2015

Baby Boomers & Money, Retirement, ROTH IRA, Seniors & Money, Social Security, Wall Street

11/4/2015 AZ Republic by Dr. Harold Wong Hidden in the proposed U.S. Budget Bill are some provisions that can reduce the “file and suspend” and “restricted application” strategies. These strategies, estimated to be used by only 100,000 Social Security recipients, allowed married couples to get up to an extra $50-60,000 of total Social Security retirement […]


What Warren Buffett Might Say About Taxes

Oct 14, 2015

Baby Boomers & Money, Income Tax, ROTH IRA, Wall Street

10/14/2015 AZ Republic by Dr. Harold Wong Warren Buffett is known as the Greatest Stock Market Investor of the last 5 decades. In 2015, he was ranked by Forbes Magazine as the 3rd wealthiest person in the world. He is known for many wise sayings about investments; the world of money; and life. His #1 […]


Common Sense IRA and 401(k) Strategies

May 06, 2015

401k, Baby Boomers & Money, IRA, Retirement, ROTH IRA

5/6/2015 AZ Republic by Dr. Harold Wong For many, especially in the Baby Boomer generation, most of their financial assets are in their IRA or 401(k). Here are some strategies that can make a big difference for your retirement: Maximize your annual contribution to your IRA and get the full employer match to your 401(k). […]


Why You Should Consider a Roth IRA Conversion!

Mar 01, 2015

ROTH IRA, Seniors & Money

March, 2015 City SunTimes by Dr. Harold Wong Thousands have attended my retirement and tax planning seminars in the last 6 years and many complain about taxes. For many Baby Boomers, the majority of their savings is either in 401k plans or IRA’s. They may want to consider a Roth IRA conversion. Imagine you are […]


How to Sell Your Newspaper with No Capital Gains Tax

Nov 19, 2014

Bonds, Risk vs. Returns, ROTH IRA

By Dr. Harold Wong for December, 2014 Publishers Auxiliary You started your community newspaper 30-40 years ago with a dream. Against all odds, you competed with the large daily newspapers and carved out your local niche. However, none of your kids or grandkids wants to work the long hours that you do, where you are […]


Secret Advanced Tax Strategies Part 2

Oct 24, 2014

401k, Income Tax, IRA, Multi-Generational IRA, ROTH IRA

10/24/2014 AZ Republic by Dr. Harold Wong The previous article, “Secret Advanced Tax Strategies”, October 10, 2014 The AZ Republic, can be found at www.DrWongInvestorGuide.com. It covered two little known strategies: the Family or solo 401k and the Roth/Multi-Generational IRA. This article will handle some of the resulting questions in more detail. For those who […]


Multi-Generational IRA Multiplies Your Family Wealth!

May 07, 2014

IRA, Multi-Generational IRA, ROTH IRA

(5/9/2014 AZ Republic by Dr. Harold Wong) This is the 5th article in a row for a series on taxation. My previous article “Converting to Roth IRA can Counter Future Tax Increases” gave the history of federal tax rates and showed that recent tax rates have been some of the lowest in modern history. Tax […]