InSight

Tag: Private Placement

boulder investment management, tax planning, k-1, real estate
Articles
Kevin Taylor

How to read a K-1?

Welcome to the exciting world of K-1 forms! Okay, let’s be honest, K-1 forms may not be the most thrilling topic, but understanding them can save you some serious tax headaches. In this blog post, we’ll break down everything you

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boulder investment management, tax planning, k-1, real estate
Articles
Kevin Taylor

How to use your K-1?

A K-1 form is a tax document used to report income, deductions, and credits for partners in a partnership, shareholders in an S-corporation, or members of a limited liability company (LLC). Here are the steps to use a K-1 for

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Private Placements
Articles
Peter Locke

Private Placements in your IRA & 401(k)

A Self-Directed IRA (SDIRA) is very similar to a traditional IRA but gives you more ways to diversify your investments and retirement savings and can include using Private Placements. The SDIRA gives you greater control and flexibility by investing in

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