Lance Lvovsky
BREAKING NEWS: Additional Tax Relief for Hurricane Victims
A bill passed the House yesterday that would grant additional relief on top of what the IRS granted immediately after Hurricanes Harvey, Irma, and Maria. As some of you know, immediately after the Hurricanes, the IRS ...
David V.
Rental Income & Social Security
Questions for you Tax Pros out there. Will the amount of social security benefits be reduced if an individual receives rental income of let's say 80K a year. Assumptions: Social security is taken before full retire...
Pixel Rogue
Creating a real estate management company...
Considering creating (or repurposing an existing llc to) a small real estate management company, specifically to manage properties that we already manage (we are a married couple w/a small portfolio and handle 85% of ...
Nathan S.
Substantially Equal Periodic Payment (SEPP)
Anyone out there research this? My goal is to retire and live off of income of six single family home investments by age 55. They need to be free and clear and the thought was to use my 401k through the SEPP program...
Justin Trudell
401K Epiphany?
I think I might be blowing my own mind right now..."conventional" wisdom says max out your 401k contribution to lower your tax burden. 2013 was a good year for my 401k balance as the stock market was red hot (i have a...
Peter Lu
Early retirement <> Health Insurance <> MAGI
I know the answer is likely talk to your CPA, but I am hoping that someone can shed some lights on this. I know a lot of it depends on a lot of dimensions, but I'll try to be specific as possible.I am considering ear...
Jim West
Sole proprietor wants to put more in IRAs
Hi all,Just found this site and am very anxious to explore all it has to offer. I have a quick tax/IRA question. My wife and I own a 4 unit building that we reside in. We are both also self-employed in separate busine...
Michell Chase
Alot on information on offsetting W-2 income but not much on 1099-R income...
I am currently drinking from a fire house on everything investment real estate. Closing on my first investment duplex this week and looking for my 2nd. I hear a lot about ways to 'off set' your W-2 income etc.. I...
Melissa Allen
Tricky question about HELOCS and retirement account loans
This is more of a financial advice question in order to prepare for the next deal. (We only have one STR and have had it for two years.) My husband and I each have retirement accounts through work, plus his 457 and my...
Cole Simpson
Retirement Isn’t An Age, It’s A Financial Number.
Have you heard of the F.I.R.E Movement?Many people are well on their way to leaving the workforce early. But there’s a new wave of younger workers who are trying to take early retirement to another level. They’re on ...