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Are low-cost mutual funds or ETFs better investments in a tax-advantaged account? Also, more strategizing from that SECURE Act 2.0 529 plan provision, the pros and cons of selling a rental house now or holding it until you pass, and an easy-breezy self-employed retirement account that’s better than a SEP IRA. Plus, will municipal bond income bump you into a higher tax bracket? Can you avoid capital gains tax by investing less aggressively over time?
Questions answered about Roth 401(k) contributions and “Megatron” (that is, mega backdoor) Roth contributions for highly compensated employees, and the Roth conversion strategy of filling the tax bracket. Plus, moving a pension to an investment plan, owning real estate in a self-directed IRA, paying off the mortgage vs. refinancing, spousal vs. survivor Social Security benefits, rolling a whole life insurance policy to a variable annuity, and more.
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According to Dr. Chris Thornberg of Beacon Economics, the US economy and real estate market are currently extremely healthy, so we should appreciate it and focus now on fixing the retirement crisis we’re facing in 10-15 years. Plus, Joe and Big Al answer your money questions: Why is owning a home considered “profitable”? Is it […]
CHAPTERS Should Real Estate Investing be a part of Your Retirement Plan? How a Reverse Mortgage Can Benefit You in Retirement Is Downsizing Right for You? Rental Properties Tips for Real Estate Investing Many people fail to give real estate the attention it deserves when planning for retirement. While traditional asset classes typically include […]
Financial professionals Joe Anderson and Alan Clopine are getting real about real estate. The duo breaks down the pros and cons of buying real estate with your retirement accounts. From tax consequences to the possible impact on your required minimum distributions they discuss the top considerations if you are considering buying real estate with a […]
Lots of people want to invest in rental real estate property in their individual retirement account (IRA), and it is possible and legal. However, in this video, “Big Al” Clopine, CPA offers six points you might want to consider before buying real estate in your IRA. Transcript: Real estate in your IRA. I like real […]
