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1031 Exchanges vs Opportunity Zones: Which Has the Edge?
In the world of tax-advantaged real estate investing in 2024, which of these financial gladiators offers better tax benefits and investment potential?
By Daniel Goodwin Published
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721 Exchange to Defer Taxes: Pros and Cons
721 exchanges, or UPREITs, can be an excellent tax mitigation strategy for real estate investors, though they’re not perfect for everyone.
By Daniel Goodwin Last updated
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Do 1031 Exchanges Make Sense for Baby Boomers?
Here are four scenarios in which a 1031 exchange to defer capital gains taxes would be worth exploring if you're a Baby Boomer selling property.
By Evan T. Beach, CFP®, AWMA® Published
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A Different Way to Approach Your Mortgage in Retirement
Conventional wisdom says don't carry any mortgage into retirement, and if you can manage that debt-free feat, good for you. But there are other options.
By Jerry Golden, Investment Adviser Representative Published
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Where the Ultra-Wealthy Retire
Luxury retirement communities for the ultra-wealthy are springing up in the U.S.
By Eileen Daspin Published
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Ten Tax Breaks for Homeowners and Homebuyers
Homeownership Owning (or buying) a home is expensive. But there are some tax breaks for homeowners that can help you recoup some of those costs.
By Rocky Mengle Last updated
Homeownership -
Would a Reverse Mortgage Work for You in a Gray Divorce?
If you're getting a divorce but are reluctant to sell your home or can't afford to buy out your spouse's half, a reverse mortgage could be a solution.
By Andrew Hatherley, CDFA®, CRPC® Published
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What to Expect When Applying for a Mortgage Loan
real estate Before you can apply for a mortgage loan and buy your dream home, there's a good bit of preparation to be done.
By Erin Bendig Last updated
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Four Things to Consider Before Giving Your Kid a Down Payment
Younger generations sometimes face an uphill battle to buy their first home. Here’s how to decide if you can help — or if you should.
By Evan T. Beach, CFP®, AWMA® Published