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All Forum Posts by: Geoff Shaw

Geoff Shaw has started 2 posts and replied 4 times.

Tax, SDIRAs & Cost Segregation

Post: Primary residence capital gain exclusion

Geoff ShawPosted
  • Financial Advisor
  • San Diego, CA
  • Posts 4
  • Votes 1

@Dave Foster thank you for the great info!

1 Vote
Tax, SDIRAs & Cost Segregation

Post: Primary residence capital gain exclusion

Geoff ShawPosted
  • Financial Advisor
  • San Diego, CA
  • Posts 4
  • Votes 1

My wife and I are debating selling our primary residence and down sizing into our rental property. If we use the capital gain exclusion on selling our primary residence, ($150k gain currently) are we able to utilize that tax exclusion again in the future if we live in the rental for 2 years and have owned it for more than 5 years?

0 Votes
New Member Introductions

Post: Financial Advisor considering a career change

Geoff ShawPosted
  • Financial Advisor
  • San Diego, CA
  • Posts 4
  • Votes 1

@Michael Metzger thanks for the advice! I would have to go independent on the advising which is fine. I find myself looking at real estate more than the stock market so that’s why I’m considering changing.

0 Votes
New Member Introductions

Post: Financial Advisor considering a career change

Geoff ShawPosted
  • Financial Advisor
  • San Diego, CA
  • Posts 4
  • Votes 1

Hi everyone! I am a licensed financial advisor but am considering becoming a mortgage loan officer. Has anyone made this transition before or been able to keep both licenses simultaneously???

Thank you in advance for help!

0 Votes