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Jan 02, 2018

When the IRS Wants You

audit by irs, being audited by irs and no receipt, audited Getting audited by the IRS? Ric Edelman discusses the types of IRS audits and what they mean for you. For more personal finance news, subscribe to our newsletters.

Jan 17, 2012

We Warned You - and Now So Has FINRA

We’ve repeatedly warned you in these pages, in my books, at my seminars and on my radio and television shows about the risks associated with nontraded real

Feb 03, 2014

Why You Must Keep Watch on Your Elderly Parents' Finances

A few months ago, a former New Jersey financial advisor was sentenced to five years in prison for defrauding a client of $1.3 million. Normally I wouldn't

Sep 13, 2017

What We’re Doing to Secure Your Personal Information

Cyber Security In light of the recent major data breaches at Equifax, eBay and Yahoo, to name a few, many have asked what we’ve done to protect your personal and financial account data.

Dec 09, 2015

What's a 702(j)? It's Not a Retirement Account

702j retirement plan, 7702 retirement plan Ric Edelman clarifies that a 702(j) account or 7702 plan is an expensive life insurance policy and not a retirement plan, despite being advertised that way.

Jan 02, 2018

Why Paying Capital Gains Taxes on Your Mutual Funds Isn't So Bad

How can a fund that loses money generate a tax notice saying that it made money? It seems bizarre, but this is not unusual. In fact, having to pay capital gains taxes on an investment that has lost money is the most common complaint of mutual fund shareholders...

Oct 07, 2014

Q&A: Should I Put a Security Freeze on My Credit Report?

Ric Edelman explains how when securing your credit card it’s less trouble to check your credit card statements and credit report than freeze the report.

Mar 11, 2015

Q&A: Beware of Affinity Fraud

Ric Edelman explains affinity fraud, one of the most common investment scams according to federal regulators.

Mar 20, 2014

Q&A: Foreign Currency Investment Scams

Question: My girlfriend has been bugging me about investing in the Iraqi currency — the dinar. She says something is going to happen soon to make it

Mar 18, 2014

Q&A: Fraud Between Family Members?

Question: My father just turned 85, and his health is starting to decline. My older brother suddenly has taken a big interest in Dad’s finances, doing odd