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Updated about 1 year ago,

User Stats

111
Posts
83
Votes
Mackal Smith
  • Investor
  • Ballwin, MO
83
Votes |
111
Posts

Need Financial Advisor (Retired) - Real Estate, stocks, annuities, advice

Mackal Smith
  • Investor
  • Ballwin, MO
Posted

I have been retired for 7 years. My current financial advisor deals well with my stocks, 401K, Roth IRA, and Annuity but I also need help figuring out the most tax efficient way to get out of the small multi-families I own across 2 companies and a partnership with small multi-families. I don't want to leave a burden for my wife when I pass so I need to work with someone who can look at all my assets and provide me my most tax efficient way to structure an exit plan.

I own some properties outright and am open to selling some to loosen up equity with a strategy of owner financing others to provide a steady stream of income over the next 15 to 30 years but this needs to fit into an overall plan including all my existing income streams ( social security, a fairly large annuity, substantial 401K, substantial non-401K investments, and a real estate portfolio worth a couple million).

I can find financial advisors that deal with investments other than real-estate, but I have not been successful finding someone that is willing to deal with the complicated overall financial picture I have including real estate.

Any help would be very much appreciated

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