Do Capital Gains Affect Your Tax Bracket?
Understanding the difference between ordinary income and capital gains (both long and short term) and how these affect each other can be confusing. As an investor, you can benefit from managing your tax obligations. A clear explanation of tax brackets is a good starting point.
What is a Realistic Rate of Return in Retirement?
The answer depends on several factors, including which assets you’re invested in and your risk profile. We’ll look at a number of risk assets to get an idea about what a realistic rate of return can be in retirement while also factoring in risk profiles.
What Does a 1031 Delaware Statutory Trust Advisor Do?
Finding suitable Delaware Statutory Trust investments can be challenging. Scouring through multiple DST offerings to find investment options that meet your investment criteria can be a difficult and time-consuming process. DST investors who are trying to place capital to complete 1031 exchanges also face the additional pressure of meeting inflexible Internal Revenue Service deadlines.
What is a Good Monthly Retirement Income?
Establishing a budget is one of the most important aspects of financial security in retirement. A budget can help ensure your retirement dollars last the rest of your life, which could be decades after you stop working.
Are Royalties Considered Investment Income?
Royalties are fees that one person or company pays to another for the use of their work, usually their intellectual property. Royalties are frequently used for licensing agreements, such as when a product manufacturer wants to use a popular song to advertise their product. In addition, writers may receive royalties when their book sells copies, and artists earn royalties when radio stations play their music, for example.
Does Gold Qualify for a 1031 Exchange?
As an investor, using a 1031 exchange to defer the payment of capital gains taxes when you sell property is often a goal. After all, doing so can increase your funds for reinvestment, thus enabling you to better leverage your investment power. Sequential exchanges can compound this effect, helping you grow your portfolio. For many investors, it's a rational approach.
Do Tenants In Common Investors Pay Capital Gains Tax?
Real estate investors who sell highly appreciated assets are often left with large capital gains tax liabilities. Reinvesting sale proceeds through a 1031 exchange is one way to defer those gains.
Which States Do Not Recognize 1031 Exchanges?
Completing a 1031 exchange after selling an investment property can help real estate investors increase the purchasing power of their investment capital and also defer taxes on any realized capital gains.
What Are the Benefits of Investing in a Delaware Statutory Trust in Florida?
Investing through a Delaware Statutory Trust can be an attractive tool for many investors. Here’s how it works:
