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When should I start to add bonds to my portfolio? Do I even need to when I’m older?
So bonds are in a rough spot right now to invest in. In addition, there are several historical rules I’ve encountered when discussing bonds with clients. Some examples are: Having a percentage of bonds equal to your age, so something like 60% by age 60 20% in your earning years,
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Using an Exchange Accommodation Titleholder (EAT): Timelines, Use Cases, and How It Actually Works
A traditional 1031 exchange is straightforward: sell one investment property, buy another, defer the taxes. But what happens when timing doesn’t line up—or when your replacement property doesn’t exist yet? That’s where an Exchange Accommodation Titleholder (EAT) comes in. An EAT enables more advanced 1031 strategies—particularly when you need flexibility
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