Reducing Taxes and Expenses When Selling Rental Properties
Selling Rental Properties: Overview of Taxes and Expenses Real estate investing is a great way to build a portfolio of appreciating...
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Nate Carter
- 5 min
Retirement: Withdrawal Rates, Longevity and RMD Taxes
There are two main concerns for retirees when drawing down assets in retirement. The first is longevity risk which is whether they will...
Nate Carter
- 4 min
Taxes on 401k Retirement Withdrawals
One of the key advantages of retirement plans like 401k accounts, Thrift Savings Plan for federal government employees or traditional...
Nate Carter
- 3 min
Billionaire Tax: Death of a Very Bad Idea
The Biden Administration and Congress are working to impose new taxes particularly on higher income earners. This includes raising...
Nate Carter
- 4 min
Real Estate: How Depreciation Works
Depreciation is a Tax Deduction Investors new to real estate are sometimes confused by how depreciation works. Depreciation is simply a...
Nate Carter
- 5 min
Withdrawing Funds in Retirement
Investors often have a great plan to save for retirement, but neglect to consider how they will drawdown these assets in retirement. Some...
Nate Carter
- 6 min
Real Estate: Defer Taxes with a 1031 Exchange
Overview of 1031 Exchange Real estate investors who want to sell a property without having to pay capital gains can use a 1031 exchange....
Nate Carter
- 4 min
Ready to Retire? Don't Focus on Portfolio Size
Is $2 Million Enough to Retire? We have all seen the articles questioning if a certain sized portfolio is enough to retire. Whether it is...
Nate Carter
- 7 min
Biden's Plan: 2021 Brings New Taxes
As we enter the Biden Presidency in 2021 investors should be prepared for new taxes. The details will be negotiated in Congress, but...
Nate Carter
- 4 min
Roth 401k vs. 401k Which is Better?
A 401(k) or a Roth 401(k) which is better for your retirement goals. Some key factors to consider.
Nate Carter
- 5 min
Tyrannosaurus Debt Chomps Our Future
The venerable Schoolhouse Rock released the Tyrannosaurus Debt video in 1996 warning young Americans about Congress’ profligate spending...
Nate Carter
- 8 min
How to Pay for College
A four college education can cost between $100,000 and $200,000 but there are many strategies to help cut these college expenses.
Nate Carter
- 5 min
Understanding Income and Losses; Including Real Estate Passive Losses
Do you know the three types of income and losses that exist? Learn how to use them to your advantage particularly real estate passive losses
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