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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

Acronyms and Initials: Understanding TICs and DSTs

Mention the words "investment property owners," and what might come to mind are mom and pop landlords who own a rental property or two. They may have come to enjoy the steady income their investment produces, but they also might be exhausted from all their maintenance and management responsibilities. However, they have other ownership options, such as the Tenancy-In-Common (TIC) and Delaware Statutory Trusts (DST) structures, if suitable.

Financial Planning Financial Advisor DST 1031 Exchange By Jeffrey Bangerter on Aug 17, 2021

Preserve Your Agricultural Assets with a 1031 Exchange

If you own a piece of agricultural property, like a ranch or farmland, you may at some point decide it’s no longer right for you. Selling your property outright can cause you to owe thousands of dollars in capital gains taxes, significantly reducing the amount of proceeds from the sale.

Financial Planning Financial Advisor DST 1031 Exchange By Jeffrey Bangerter on Aug 02, 2021

5 Critical Steps to Avoiding a Failed Exchange

If you’re thinking about selling your investment property, a 1031 exchange could potentially save you thousands of dollars in taxes. Although engaging in a 1031 exchange isn’t difficult, the process itself is fairly complex. You must ensure you follow a strict set of rules and meet all of the deadlines. Otherwise, you could cause the exchange to fail, lose the tax-favored status, and end up with a large bill from the IRS.

Financial Planning Financial Advisor DST 1031 Exchange By Jeffrey Bangerter on Jul 19, 2021

Social Security Benefits

Did you know that if you are receiving Social Security Benefits, you may have to pay federal income tax on a portion of these benefits? Financial Professional, Jeff Bangerter discusses how the amount you must pay will depend on your specific income and filing status.

Market Update Financial Advisor Stock Market Wall Street Economic Update By Jeffrey Bangerter on Jul 08, 2021

New Messaging from the Federal Reserve

Financial professional, Jeffrey Bangerter explains how new messaging from the Federal Reserve on interest rates and inflation last week led to a broad retreat in stock prices.

Market Update Financial Advisor Stock Market Wall Street Economic Update By Jeffrey Bangerter on Jul 06, 2021

Understanding the 1031 Exchange

If you’re considering making changes to your investment property portfolio, a 1031 exchange could potentially save you thousands of dollars. This transaction, which gets its name from Section 1031 of the IRS tax code, allows investors to defer capital gains taxes on the sale of an investment property by swapping for a “like-kind” replacement property. While there are many potential benefits of engaging in a 1031 exchange, it’s also a fairly complex process. This makes it critical to understand a...

Financial Planning Financial Advisor DST 1031 Exchange By Jeffrey Bangerter on Jun 30, 2021

Children or Grandchildren with Part-Time Summer Jobs

Children and Grandchildren are taking advantage of the summertime to earn a little extra income before returning to the school year. Financial professional, Jeff Bangerter discusses some tax tips to understand the implications of summer jobs.

Financial Planning Financial Advisor Tax Planning Economic Update Tax Tips By Jeffrey Bangerter on Jun 25, 2021

Mixed Stocks Await Consumer Price Index

The Consumer Price Index (CPI) release on Thursday, June 17th, 2021 created anxious investors. Financial professional, Jeff Bangerter explains the CPI and the increase in inflation that exceeded most expectations.

Market Update Financial Advisor Stock Market Wall Street Economic Update By Jeffrey Bangerter on Jun 22, 2021

A Helpful Guide to Making Confident Financial Decisions

We believe financial success is all about finding balance. It’s important to make suitable decisions and save for the future. However, you still need to enjoy the present moment and live a life that makes you happy. While this is an ongoing challenge, a few key lifestyle choices can make a big difference. Making good choices when it comes to your home, vehicles, and vacations can help you enjoy today while still building a solid foundation for your future. Here's a closer look at these important...

Retirement Financial Planning Financial Advisor Tax Planning Retirement Planning By Jeffrey Bangerter on Jun 14, 2021

The Future of the 1031 Exchange Has Yet to Unfold

A potential change to the Internal Revenue Code that President Biden touted during his campaign last year just moved a giant step closer to reality. The 100-year-old IRC Section 1031 may be headed to the gallows, and participants across all sectors of the real estate industry are preparing for a fight.

Market Update Retirement Financial Planning Financial Advisor DST 1031 Exchange Tax Planning Retirement Planning Economic Update By Jeffrey Bangerter on Jun 01, 2021
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Fax: 916.965.5418

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). Bangerter Financial Strategies, Inc. is independent of CIS, CAM and CIA. To access Concorde's Form Customer Relationship Summary (CRS), Privacy Policy and Form ADV, please click here

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact us at 916.965.1879.

There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results.  Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to sell any securities. DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney.

1Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.

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