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Jeffrey Bangerter

Jeffrey Bangerter has been working in the Financial Services since 1979; helping his valued clients prepare for and enjoy a comfortable retirement.

Jeffrey has spent the time necessary to get all the licenses needed to be able to put together a proper plan. He is an Enrolled Agent Tax Professional, Mortgage Loan Originator, Investment Advisor Representative, Registered Securities Representative, Insurance Agent and has his Real Estate License.

We empower clients with knowledge to help make smart informed choices as they enter their Golden Years, we make things easy to understand so it becomes clear the direction that should be taken. Our goal is to help people maximize social security, create incomes, provide professional money management, protect your assets from long term care. Our clients know we have a commitment to provide the best solution for their individual situation utilizing our Social Security Planning and Retirement Planning software together to make sure they do not have a point in life where they run out of money.

Jeffrey has been seen frequently on Sacramento’s ABC and CBS affiliate TV Stations, providing timely financial information in an easy to understand format.

Jeffrey has been a resident of Orangevale, CA for over 25 years. When not helping clients increase their confidence about their financial futures, he enjoys boating with his children and grandchildren, traveling, learning something new or spending time with his wife on their Harley.

Recent posts

The Future of 1031 Exchanges: A Legislative Update

The Resiliency of 1031 Exchanges 1031 exchanges have proven remarkably resilient over the years despite numerous attempts to modify or eliminate them. This strategy, allowing investors to defer capital gains taxes on like-kind property exchanges, has withstood various legislative threats due to their perceived economic benefits. Politicians hold divergent views on the value of 1031 exchanges. Proponents argue that they stimulate economic growth by encouraging real estate investment and redevelop...

DST 1031 Exchange By on Sep 04, 2024

5 Advanced 1031 Exchange Strategies Your Clients May Not Know About

Introduction As a Qualified Intermediary, staying well-versed in advanced 1031 exchange strategies is essential to providing the best service to your clients. This blog explores five less common but highly effective 1031 exchange strategies, offering insights to help you address complex transactions successfully.

DST 1031 Exchange By on Aug 28, 2024

1031 Exchange Property Options (DSTs, Oil & Gas)

Introduction As a Qualified Intermediary (QI), your role in facilitating 1031 exchanges is crucial to successfully deferring capital gains taxes for your clients. Understanding the diverse replacement property options available can significantly enhance the value you bring to the table. This article aims to highlight two compelling alternatives within the 1031 exchange framework: Delaware Statutory Trusts (DSTs) and Oil & Gas investments. By broadening your knowledge of these options, you ca...

DST 1031 Exchange By on Aug 14, 2024

Your Guide to DST Proficiency

Introduction As an experienced Qualified Intermediary (QI), you recognize our knowledge of DSTs helps your clients recognize a vast market of replacement properties they otherwise might not have been familiar with. In our commitment to helping you grow your understanding of DSTs - and further distinguishing your practice - we offer this discussion that goes a few steps deeper. This blog will explore more of the intricacies of DSTs, covering securitized real estate, regulatory considerations, the...

DST 1031 Exchange By on Aug 07, 2024

DST Property Sectors Positioned to Perform

Introduction to Commercial Real Estate (CRE) Landscape As we find ourselves halfway through 2024, the commercial real estate (CRE) market presents a mixed outlook. Various sectors are experiencing different phases of their cycles, with some showing resilience despite broader economic challenges.

DST 1031 Exchange By on Jun 05, 2024

Introducing Clients to DSTs Can Help Grow Your Practice

Introduction to Delaware Statutory Trusts (DSTs) As you probably know, Delaware Statutory Trusts (DSTs) are legal entities that allow multiple investors to hold fractional ownership in commercial real estate assets. These trusts are especially popular for their role in 1031 exchanges, where they enable investors to defer capital gains taxes by reinvesting proceeds from the sale of a property into a "like-kind" asset. DSTs offer a unique blend of tax advantages, passive income potential, and acce...

Financial Planning DST By on May 30, 2024

5 Types of Alternative Investments

As an investor, you likely have experience with traditional investments like stocks, bonds, and cash. However, record-high inflation in the U.S. has made such assets more vulnerable to market turbulence. Fortunately, other categories of alternative investments exist to offer investors like you more flexibility to help meet your risk appetite and investment goals.

By on Oct 04, 2023

Tax-Saving Strategies for Doctors and Health Care Workers

As a doctor or other health care professional, you've certainly worked hard to achieve your income. Running a medical practice or moving up the ranks from a resident to an attending may have allowed you to pursue many life goals, such as buying a home for your family, paying off your debt or investing in real estate. However, higher income also usually implies significant tax obligations.

By on May 18, 2023

What is Advanced Estate Planning?

Advanced estate planning is the process of developing a comprehensive plan to manage and protect an individual’s assets during their lifetime and ensure that their assets are distributed according to their wishes after their death. The goal of advance estate planning is to minimize taxes, protect assets, and ensure that the individual’s wishes are carried out in the most efficient and effective manner possible.

By on Apr 26, 2023

How Can You Defer Capital Gains?

There are several ways to potentially defer capital gains taxes: Use a 1031 exchange: A 1031 exchange allows an investor to sell an investment property and reinvest the proceeds in a like-kind property without recognizing capital gains on the sale. To qualify for a 1031 exchange, the properties must meet certain criteria, including being held for investment or productive use in a trade or business. Invest in Opportunity Zones: Investing in Opportunity Zones can provide tax benefits, including th...

By on Apr 12, 2023