Skip to content
×
PRO
Pro Members Get Full Access!
Get off the sidelines and take action in real estate investing with BiggerPockets Pro. Our comprehensive suite of tools and resources minimize mistakes, support informed decisions, and propel you to success.
Advanced networking features
Market and Deal Finder tools
Property analysis calculators
Landlord Command Center
$0
TODAY
$69.00/month when billed monthly.
$32.50/month when billed annually.
7 day free trial. Cancel anytime
Already a Pro Member? Sign in here

Join Over 3 Million Real Estate Investors

Create a free BiggerPockets account to comment, participate, and connect with over 3 million real estate investors.
Use your real name
By signing up, you indicate that you agree to the BiggerPockets Terms & Conditions.
The community here is like my own little personal real estate army that I can depend upon to help me through ANY problems I come across.
Personal Finance
All Forum Categories
Followed Discussions
Followed Categories
Followed People
Followed Locations
Market News & Data
General Info
Real Estate Strategies
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Real Estate Classifieds
Reviews & Feedback

Updated about 1 year ago,

User Stats

110
Posts
10
Votes
Pixel Rogue
  • PA
10
Votes |
110
Posts

Building a tax advantaged retirement plan...best ways to invest extra funds...

Pixel Rogue
  • PA
Posted

Building a tax advantaged retirement plan...best ways to invest extra funds + smart exit strategy from rentals.. We may decide to return early...

We are looking to build a retirement that minimizes tax obligation, lowest future tax bracket. Here is what we have, and/or are planning:
• Retirement savings are Roth across the board. We max opportunities annually. If this doubles in 10 years, all good here.
• We will likely do a 1031 of an investment property to a primary forever home, renting it out for the first few years
• Funds from sale of primary home, likely municipal bonds as best tax advantaged options? - might be able to this to 1m w/savings.
 (what other options here, that keep from paying future taxes)

------
Investment properties (looking forward to less landlord/maintenance hats, less tenants.) 
- Considering creating a company to manage each of the investment properties, charging a monthly fee which is then active income that can be transferred to tax sheltered investment (ie Roth) (as this exit plan will take a while)
- Thinking of 1031s to crowdsourced investment opportunities that accept 1031s, then in a few years convert to REITS then cash out. 
- Another option but not caring for what I'm learning, DST...low rates of return and seem secretive in how they are established..and private.
- Thinking of setting up a trust, and assigning the trust as president/member of each LLC.
  (would that work, no need for change stop financing, transfer fees etc?

Appreciate any responses, especially from those who are not seeking new clients or promoting a book.

Loading replies...