InSight

Author: Kevin Taylor

boulder colorado financial planners
Articles
Kevin Taylor

Real Estate Investment Due Diligence: An Introduction

In the world of real estate investment, thorough due diligence is the cornerstone of success. Whether you’re a seasoned investor or just dipping your toes into the market, understanding the ins and outs of this crucial process is essential. In

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Articles
Kevin Taylor

What Are the Benefits of a Safe Harbor 401(k) Plan?

A safe harbor 401(k) plan is a retirement savings plan that has advantages for both employers and employees. Here’s why it’s a good choice: Easy Compliance: Safe harbor plans help employers by automatically passing certain annual tests. These tests, like

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Articles
Kevin Taylor

Understanding Compliance Testing for 401(k) Plan Sponsors

Compliance testing is a crucial annual responsibility for 401(k) plan sponsors, mandated by the Internal Revenue Service (IRS). It ensures that a company’s 401(k) plan remains equitable, not favoring owners and highly compensated employees (HCEs), and stays within IRS-prescribed limits.

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Articles
Kevin Taylor

An InSightful Guide to Profit Sharing for Plan Sponsors

At InSight, we encourage profit sharing as a valuable option within a 401(k) plan, allowing employers to make pre-tax contributions to their employees’ retirement accounts at the end of the year. Contrary to its name, profit sharing doesn’t necessitate that

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boulder investment experts
Articles
Kevin Taylor

What is Tax Loss Harvesting?

Tax loss harvesting works by taking advantage of the tax code’s treatment of investment gains and losses. Here’s how it works: 1. Identify Investments with Losses: To start, investors review their investment portfolio to identify assets that have decreased in

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boulder colorado financial planners
Articles
Kevin Taylor

Why “Loses” can aid real estate investing?

Investors and property owners often welcome “losses” from depreciation on rental properties due to the tax benefits and financial advantages they offer. Here are several reasons why depreciation can be exciting for investors: Tax Deductions:    – Depreciation allows property owners

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Boulder Investment Professionals
Articles
Kevin Taylor

Depreciation: Where does it come from?

The rules around depreciation for rental properties have their origins in tax laws and accounting principles. Depreciation is a method used to allocate the cost of tangible assets over the years in which they are used, reflecting the reduction of

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