As you move on to new opportunities, it’s important to not forget about your old 401(k) or 403(b). These accounts are likely a big part of your retirement savings! So, it’s important to know your options when it comes to what you can do with these accounts.
Category Archives: Investing
How to Defer and Reduce Capital Gains Taxes on Investments
There are several strategies you can use to defer, reduce, and eliminate capital gains tax on real property and other assets. 1031 Exchanges, Delaware Statutory Trusts, Opportunity Zone Funds, and Installment Sales are just a few options to discuss with a trusted financial advisor.
5 Questions to Ask Your Financial Advisor Before a Recession
While the U.S. is not currently in a recession, it is a very likely future. Working with a trusted financial advisor is one of the best ways to get through a recession unharmed. They should be able to guide you through this tough time with minimal losses. In order for them to do so, you both need to know what your expectations and goals are. Here are 5 important questions to ask your financial advisor that will help spark conversation.
3 Things Pre-Retirees Must Know About Cryptocurrency Investments
A good retirement portfolio should have diversity in asset classes. One way to do this is by adding a small amount of cryptocurrency.
5 Real Estate Niches You Need to Know About
Investing in real estate is a common way to increase your income. You can be as involved or uninvolved as you want depending on the properties you invest in. There are many different real estate niches that you can explore. Finding the one that is right for you is the key to a successful investment!
Here are 5 real estate niches you should know about.