Turnkey Single Family Homes — Another Real Estate Investing Option
Another option for investing in real estate is turnkey direct ownership. You have more control and tax benefits than syndicated shares but there are downsides too.
There are so many ways to invest successfully that the most important thing is to just pick something reasonable and stick with it. But it’s key to know which approach to take and why you’re picking that option.
Another option for investing in real estate is turnkey direct ownership. You have more control and tax benefits than syndicated shares but there are downsides too.
Asset location is an advanced topic that few pay attention to, and most of those that do get it wrong. Expected return matters as much as tax-efficiency and there is no Roth IRA free lunch.
As we come to the end of CFE week, we review three books ideal for the beginning investor. If you can't make it through one of these, give up and go hire an advisor.
Yield is not return. Return is not yield. Return is yield + appreciation (or depreciation). Know the difference when evaluating investments.
Coming up with an asset allocation is hard enough. Figuring out how to achieve it with 6 different investing accounts is even tougher. In this post I review our current plan.
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One of the best parts of being self-employed is you get to choose your own retirement plan. Of course, one of the worst parts is you have to figure out which retirement plan to use.
Equity Estates has combined a luxury timeshare with an equity investment fund. I don't think that's necessarily a good idea.
This Net Unrealized Appreciation strategy is a way to save tax dollars on the shares of your company stock inside your 401(k). It may be a great idea for you, but run the numbers first.
Bond ETFs have issues, especially for corporates and munis. If you're going to use a bond fund, stick to a traditional mutual fund. Wealthier investors may wish to buy their treasuries directly.
Often an investor needs to take more risk than they have the ability to tolerate emotionally or fiscally. Here's how you increase your level of tolerance.
Roboadvisors have their pluses and minuses. Financial Advisor Tim Baker and I explain some of the minuses. But the pluses are still pretty big.
Here are 12 solutions to maximize tax-efficient investing while minimizing the hassles of a taxable investing account.
A Wealth of Common Sense by blogger Ben Carlson is a gem of a book that will help any investor to simplify and stick with their investing plan.
I don't talk about it a lot, but we do invest in real estate and anticipate investing even more as the years go by. Here's a snapshot of our current real estate empire.
Mezzanine level debt and preferred equity are two ways for the sponsor of a real estate deal to lower the need for his own equity. Naturally, those investments must offer a higher return and higher risk than the first lien debt holder.
Medical school may not have taught you about money, but we will.
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Get ready to take control of your financial life. You can do this, and we can help.
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