Bull Strategic Wealth

Tenancy by the Entirety: Forms of Ownership and Will Substitutes A tenancy by the entirety is a way spouses can own property together. If you are the co-owner of property owned as a tenancy by the entirety (you are a tenant by the entirety), that property passes automatically at your death to your surviving spouse without the expense and delay of probate.

Check Out This Exciting Event! ⛳
Calling all financial professionals, REALTORS®, CPAs, attorneys, and real estate investors!

Gifting Your Business There may be personal (nontax) reasons why you would want to gift some or all of your business interests. There is also a good reason built into the tax code.

Can I take money from my IRA without any penalty? There are a few exceptions to the 10% penalty on IRA withdrawals.

What is the Thrift Savings Plan? This is a brief primer on this retirement savings plan for servicemembers and federal government employees.

I'm having a hard time selling my home. Should I take out a reverse mortgage? A reverse mortgage is a loan secured by the equity in your home.

Balancing Your Investment Choices with Asset Allocation Asset allocation can help you manage the level and type of risks you face as an investor.

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Something BIG Is Coming! 🎉

Are you a financial professional, REALTOR®, CPA, attorney, or real estate investor? Then you won’t want to miss this!

Bull Strategic Wealth has an amazing event coming soon, and we’re excited to partner with The Joy of Real Estate, Joy Barnes with Berkshire Hathaway HomeServices, and Joe Kingsley with Inland Securities Corporation for an evening designed for business professionals to connect, learn, and have fun!

🤝 Networking
🍴 Great food
🥂 Drinks
🏌️ Fun
🎁 And an exciting surprise!

Stay tuned for more details! 👀

Top-Hat Plans (Including SERPs) A top-hat plan is a type of nonqualified deferredcompensation (NQDC) plan that is established to provide unfunded deferred compensation benefits only to a select group ofmanagement or highly compensated employees. ("Unfunded" means that employersdon't formally set aside funds for these benefits; ins...