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13 May 2014 | 3 replies
This usually becomes a problem because traditional financing works its way into the equation.If possible, let the IRA take on the leverage and then strategize for UBIT reduction where possible.
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11 August 2015 | 53 replies
Everyone will hopefully find their fine balance of: - liquidity and liquid reserves - asset/equity growth goals - debt management and cash flow management by strategically managing loan terms, notes payable, allocating, shifting, and replacing the more expensive debt instruments with less costly and better terms (fixed, no balloons, non interest rate sensitive) - tax planning - recoop losses from your financial bucket to be redirect to higher purposes or returns - estate tax planning - if you're over 5.34 mil and cannot siphon off your wealth quick enough through the 14k gift allowed annually per person- risk management - since each person has their own risk tolerance for each of the above categories To focus on just equity growth with out considering the other areas of planning may be very risky but thats just my opinion.
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26 January 2018 | 79 replies
So strategically and economically, I never tell my clients, friends or alike to over price anything.
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23 May 2014 | 26 replies
This allows you to strategize for maximum gain (and minimal tax liability).You can do lots of research, but the variables are huge and the possibilities pretty wide open.
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29 May 2014 | 15 replies
Strategic real estate coach has a lot of good free stuff too (although they charge for a lot as well).
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30 October 2014 | 9 replies
I have read Rich Dad, Poor Dad, which gave me a strategic idea on what I wanted to do to get where I wanted to be.
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6 June 2014 | 11 replies
The earlier you start thinking strategically about it the better!
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1 June 2014 | 9 replies
I have good financial skills and good planning and strategic skills.
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2 June 2014 | 1 reply
However, this could easily be structured as a strategic partnership -- his funds, your time -- and in the end he gets back everything he put in plus an agreed sum, and you split the difference.
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28 February 2015 | 4 replies
Someone suggested hiding bear traps in strategic entry point locations....