Selling Rental Properties: Overview of Taxes and Expenses Real estate investing is a great way to build a portfolio of appreciating...

There are two main concerns for retirees when drawing down assets in retirement. The first is longevity risk which is whether they will have enough money to last their lifetime. The second is minimizing tax obligations to keep more of their retirement savings. Retirees need to consider a few key decisions to help navigate these two concerns. These include deciding on a safe withdrawal rate of savings in retirement, when to apply for Social Security Retirement Benefits and how

The Biden Administration and Congress are working to impose new taxes particularly on higher income earners. This includes raising...

Depreciation is a Tax Deduction Investors new to real estate are sometimes confused by how depreciation works. Depreciation is simply a...

Investors often have a great plan to save for retirement, but neglect to consider how they will drawdown these assets in retirement. Some retirees also find the transition from asset accumulation to distribution to be a bit scary. This is understandable as these assets offer security and peace of mind. A successful retirement requires a proper distribution plan. The steps below will help you design a sustainable and tax efficient plan for drawing down your assets. Put Your Po

This article is the second in a series, please start with part 1. 6) Don’t Hold Too Much Cash Some investors become more risk averse as...

Inflation Diminishes Purchasing Power Over Time Inflation causes the gradual rise in prices and the slow decline in the purchasing power...

Overview of 1031 Exchange Real estate investors who want to sell a property without having to pay capital gains can use a 1031 exchange....