Author: Kevin Taylor
Tax Mitigation Playbook: Allowable closing expenses in 1031 Exchanges
Selling and buying a home is full of fees, expenses, and individual line items that can confuse the process and generate much of the closing paperwork. When selling or purchasing an investment property in a 1031 exchange process, certain selling
Pros, Cons, and Risks in a Delaware Statutory Trusts (DST)
Delaware Statutory Trust Pros: As an income source: DSTs are popular with people in general who wish to develop some diversity in their investment portfolio by introducing some real estate components. People like being able to count on the specific
Understanding the Guyton-Klinger Guardrails Method: A Superior Strategy for Retirement Income Management
When it comes to managing retirement income, the Guyton-Klinger guardrails method stands out as a robust strategy, offering a dynamic approach to withdrawals that adjusts based on market performance. Unlike static withdrawal strategies, such as the 4% rule, the Guyton-Klinger
Using a Delaware Statutory Trusts (DST) with 1031 Exchange Investments
Delaware Statutory Trusts (DSTs) are extremely popular with 1031 exchange investors. In addition to the tax mitigation aspects of the 1031 itself, they allow investors to diversify the make-up of an investment portfolio, access new buildings and investment types, and
Real Estate Risk Management: Commingling and Conversion
Commingling and conversion in real estate are two important concepts to understand. Commingling involves mixing funds together, while conversion occurs when funds are used for a different purpose than originally intended. For instance, if you’re a landlord and you deposit
