Eric Lefebvre
Raise work retirement percentage for real estate
A light bulb just went off in my head. I put 10% of my check to my retirement fund. Once I found out u can move the retirement fund tax free to invest in real estate... that was my plan. I'm trying to save for more do...
Jake Bouchillon
In search of CPA Recommendation - Atlanta Gerogia
Hi All,
I am a real estate agent in Metro Atlanta and am in search of a trusted CPA. Ideally, I would like a CPA that is also able to help assist on the tax strategy side in order to reduce taxable income through REI...
Jeff Ju
Does buying through a pension negate the tax benefits?
I've got an accountant who has been encouraging me to maximize contributions to a defined benefit plan despite my goals to invest in real estate. While I appreciate the tax deferment, I'm concerned about the following...
Mike Flora
Taxes on owner occupied seller financing
Have an owner occupied deal working where seller has lived in property over 2 years, which makes her tax exempt, but want to do small amount money down, principal only payments and balloon payment at 6 years of remain...
Zane Cress
Tax implications on FSBO Primary Residence
I know selling your primary comes with the tax free capital gains up to 250k/500k. Does a for sale by owner when they carry the note change that?My grandfather is interested in selling me his primary residence and me ...
Rene Hosman
Have you ever moved your HSA to get better investment options?
I haven't seen a lot of discussion about this topic which surprises me since I feel like personal finance people talk about HSAs all the time! A couple months ago there was a guest on the BP money pod that said someth...
Tyler Matthews
Buying a Property From A Parent
I'm trying to figure out the best way to buy a duplex from my mother. I would like it the benefit both parties but most importantly the best way to benefit her.
Michael Pham
1031 Tax Exchange on MF Home
Hi Guys,My question is pertaining on using the 1031 Tax Exchange on Multi-Family homes. Theoretically, is it possible to remodel a distressed duplex, live on one side, sell the other side, and roll that profit into a ...
Darren Lam
Cash out re-fi of inherited property
I recently inherited a property that it is currently rented, there is no mortgage and I’m planning on keeping the tenants. Originally it was in a land trust but is now in my name, I know that in general a cash out ref...
Andrew Smith
1031 for Primary residence
My sister is upgrading primary residences and was asking if she could use a 1031 for primary to primary or if the property purchased had to be an investment property.