And my feeling is for MOST people Solo 401k is sufficient to meet their needs, and an actuary creating a custom plan is “overkill”.  

C-corps often aren’t ideal due to double taxation (on both corporate and individual levels).This post does not create a CPA-Client relationship.

Longboat Key and Siesta Key are two ideal locations for those seeking luxury properties in exclusive but less crowded areas.Orlando: Although more commonly known for its tourism industry, Orlando is emerging as a luxury market due to the rise of high-end gated communities and its proximity to theme parks.

I am a spreadsheet junkie, so of course, I also built my own custom underwriting calculator!  

While profitable in our first year, I do not want full occupancy, more like 2/3 ideally.

Ideally I would love to partner with a company that specialized in the real estate space.Thanks,Chris

Sell home: ideally avoiding capital gains tax by living there for 2 of the last 5 years2.

The key is to be detailed and consistent in your logging.For our clients, we provide a custom spreadsheet to help track activities more effectively.

When it comes to finding the perfect property to manage/co-host, what’s on your must-have list?

They put 100k here plus here and there over dozens of deals and hope the portfolio average stays positive over time.I know I deal with very wealthy people on a daily basis and have talked to thousands of millionaires over the phone through the decades.