What is Risk Tolerance in Investing?
Creating a financial nest egg to live comfortably is essential for many people -- especially when it can help them survive turbulent economic conditions such as those brought about by the COVID-19 pandemic or the last big national recession.
Where Do I Invest in Student Housing?
Student’s often live off-campus, and their housing has the potential to be lucrative in many situations. So, where do you invest in student housing, and how can you ensure you are finding the best investment opportunity for you?
What Is Ownership Interest In A Property?
One of our goals at Realized Holdings is to help clients grow their wealth through well-researched, low-leverage, passive real estate investments such as Delaware Statutory Trusts. Though DSTs are indirect investments (with a passive income flow), we do sometimes field questions pertaining to direct, or active real estate investments. One question that occurs on a regular basis is what, exactly, ownership interest in a property is, and what it means.
What are the Four Different Types of 1031 Exchange Structures?
Using a 1031 exchange to move from one investment property to another while deferring the tax liability on any capital gain is a useful tool for real estate investors who want to reinvest the proceeds into like-kind assets. The name “1031 exchange” comes from Section 1031, Title 26 of the Internal Revenue Code, which contains the appropriate language that allows taxpayers to exchange real estate assets held for investment.
How to Set Up a Retirement Plan
For many, retirement brings unfettered freedom and newfound happiness. From quiet weekday mornings leisurely sipping coffee in a sunlit room to forging new friendships and experiences, retirement provides ample time to enjoy life’s simple pleasures.
Real Estate Rollover
For many people, when they leave their job, they often bring their 401(k) with them. The 401(k) provides tax deferment benefits. In order to move their 401k out of the company, it needs to be rolled over into an IRA. This will allow the 401(k) tax deferment benefits to remain in place.
What is a Non-Qualified Retirement Plan?
Most of us are familiar with qualified retirement plans -- they are employer-sponsored 401(k), 403(b), and profit-sharing plans that meet guidelines set forth in the Employee Retirement Income Security Act (ERISA) of 1974.
Can I do a 1031 Exchange Myself?
The execution of a 1031 exchange is a complicated process, and the IRS rules are strict. The investor can manage parts of the transaction, but not others, and it would be wise to have guidance for the overall scenario. How much of the planning and selection you can handle on your own partially depends on your skillset.
How to Sell a Shared Ownership Property
If you’ve been paying attention to our blogs, you know that we have written extensively about the benefits of real estate fractional-share ownership, such as the type offered through Delaware Statutory Trusts (DSTs).
Can You Roll Over a Tax Sheltered Annuity into an IRA?
Plenty of options exist when it comes to retirement savings. There are the 401(k) employer-sponsored plans. There are also simplified employee pensions (SEPs) and solo 401(k)s for the self-employed. Also in this group are individual retirement accounts for, well, individuals. Then there are tax-sheltered annuities, better-known as 403(b) retirement plans.
