In November, Realized attended the InvestmentNews Retirement Income Summit in Naples, Florida. The event provides professionals within the retirement planning industry the opportunity to network and gain knowledge on trends in retirement income planning.
Realized, in partnership with Cantor Fitzgerald and Traphagen CPAs and Wealth Advisors, led a panel discussion on Optimizing Clients’ Retirement Wealth Using the Latest Tax Strategies. During our conversation, we discussed how we can support advisors’ practices and their clients’ experiences by providing 1031-exchange eligible solutions that allow investors to move freely from actively managing real estate assets to passively managing those assets while still seeking to receive monthly income.
Leveraging 1031 exchanges allows investors to defer capital gains taxes, which in turn allows clients to retain more of their principal during the transfer of their appreciated asset. Realized can also help advisors and their clients put these proceeds into customized investment portfolios that are tailored to an individual client’s retirement income needs, risk tolerance, and investment objectives.
In addition to presenting at the Retirement Income Summit, Realized has recently sponsored the latest season of the InvestmentNews Retirement Repair Shop podcast with Mary Beth Franklin. This season will focus on retirement challenges and how to get financials back on track. For episodes and to learn more, you can visit our website.
This material is for general information and educational purposes only. Information is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete and is not intended to be used as a primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor. Realized does not provide tax or legal advice. This material is not a substitute for seeking the advice of a qualified professional for your individual situation.
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