How to Calculate Retirement Income

How to Calculate Retirement Income

Retirement is something that most people look forward to. The part that some people are not quite prepared for is the retirement income they will need to live a comfortable life after they stop working.

Apr 15, 2021

Refinancing a Rental Property

Refinancing a Rental Property

When interest rates drop, many homeowners decide to refinance their home loans to take advantage of lower mortgage interest rates. A slight decrease can make a big difference in the monthly payment and the amount you pay over a loan's life. As an investment property owner, you may hope to do the same. While it isn't as easy to refinance a rental property as it is an owner-occupied home, you can do it, and it may be well worth the effort.

How To Transfer Ownership Of Real Estate Property

How To Transfer Ownership Of Real Estate Property

Real estate can be a terrific investment. As an alternative investment asset, it can help diversify a portfolio. And, depending on the asset class, type, location, and other factors, it can appreciate in value, while offering a steady rate of return.

What is Risk Tolerance in Investing?

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.

Apr 12, 2021

Where Do I Invest in Student Housing?

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?

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.

Apr 11, 2021

What are the Four Different Types of 1031 Exchange Structures?

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.

Apr 11, 2021

How to Set Up a Retirement Plan

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.

Apr 10, 2021

Real Estate Rollover

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.

Apr 9, 2021

What is a Non-Qualified Retirement Plan?

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.

Apr 7, 2021

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