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Articles
Kevin Taylor

How to Survive a Bear Attack? (Pt. 2)

Don’t Discard your Strategy During a Recession We own stocks for a very deliberate reason. These equities are inflation resistant, generate cash, and the good companies grow at a rate faster than the economy they are a part of. They

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Articles
Kevin Taylor

How to Survive a Bear Attack? (Pt. 1)

Growing your Investment Balance During a Recession One of the biggest reasons the rank and file investor loses money during a recession is a lack of focus and plan. It is true that markets will get volatile from time to

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Articles
Kevin Taylor

How to Survive a Bear Attack? (Pt. 3)

Get Comfortable with what Risk, Gains, and Returns look like. It is important to remember that the 20%/30%/40% returns stocks and accounts saw over the last 5 years are what is really the annually here. These returns are not sustainable

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Articles
Kevin Taylor

Tax Mitigation Playbook: 1031 Replacement Rules to Know

The 3-Property Rule The 3-property rule states that the replacement property identification during the initial 45 days of the exchange can be made for up to three properties regardless of their total value. After relinquishing their initial property, the taxpayer

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Articles
Kevin Taylor

Tax Mitigation Playbook: What is a 1031 Exchange?

1031 exchange is one of the most popular tax strategies available when selling and buying real estate “held for productive use in a trade or business or investment”. It allows the owner of a property to exchange one asset for another. Our

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1031 Exchange
Articles
Kevin Taylor

1031 Fee Structure

Asset Based Fees Low High Fee $0.00 $500,000.00 $1,500 $500,000.01 $1,000,000.00 $2,000 $1,000,000.01 $3,000,000.00 $2,500 $3,000,000.01 and up $3,000 Additional Service Fees Event Fee Replacement Properties $350/per acquired Back-to-Back Closings $250 Rush Fee (inside 48 Hours) $500 Wire Fee $35

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1031 Exchange
Articles
Kevin Taylor

Tax Mitigation Playbook: The Basic’s of a 1031

45 Days You have 45 days after the sale of your relinquished property to identify your replacement property(ies). Identification of replacement properties must be unambiguous, using a legal description or physical address. It must be in writing, dated, signed, and

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Articles
Kevin Taylor

Is a U.S. Housing Market Crash Inevitable?

It is almost inevitable that housing correction is coming. Most of the upswing nationally in housing prices is caused by low borrowing rates. A mortgage payment is mostly made up of three different columns 1) Principle 2) Interest 3) Other

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