Video Library

Below are a select number of videos to help you understand some of the ins and outs of financial planning. To keep up on all the latest information and tips, subscribe to Mark Huber's YouTube channel below.

1031 FRIENDLY INVESTMENTS*:

CHOOSING STOCKS**:

INCREASED TAXATION OF INHERITED IRAs***:

LIRP: USING LIFE INSURANCE TO PROVIDE TAX-FREE RETIREMENT INCOME****:

*IRC Section 1031, IRC Section 1033 and IRC Section 721 are complex tax concepts, therefore you should consult your legal or tax professional regarding the specifics of your particular situation.

**This is for informational purposes only, does not constitute as investment advice, and is not legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

Earnings per share (EPS) is calculated as a company’s profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company’s profitability

Sales Margin and Return on Equity (SMR) is a proprietary rating pioneered by Investor’s Business Daily to help investors identify companies with superior Sales Growth, Profit Margins, and Return on Equity ratios. The SMR Rating data item is one of five Investor’s Business Daily SmartSelect® Corporate Ratings.

Investments in securities involve a high degree of risk and should only be considered by investors who can withstand the loss of their investment. Prospective investors should carefully review the “Risk Factors” section of any prospectus, private placement memorandum or offering circular.

***This is for informational purposes only, does not constitute as investment advice, and is not legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

****This is for informational purposes only, does not constitute as investment advice, and is not legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

Pursuant to requirements imposed by the Internal Revenue Service, any tax advice contained in this communication (including any attachments) is not intended to be used, and cannot be used, for purposes of avoiding penalties imposed under the United States Internal Revenue Code or promoting, marketing or recommending to another person any tax-related matter. Please contact us if you wish to have formal written advice on this matter.

This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not infer that the company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.