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Retirement Options for a Real Estate Investor

As an investor, you have likely heard that investing in real estate can be a great way to build long-term wealth potential. However, as you prepare for retirement, it is important to understand the various types of retirement options that may be available to you as a real estate investor, and how to structure your investments to help manage taxes. In this blog post, we will explore various retirement strategies available and tax strategies that can help you manage your tax liability.

Financial Planning Financial Advisor DST Diversification 1031 Exchange Estate Planning Tax Planning Annuities Asset Preservation Retirement Planning 401k Tax Management Qualified Opportunity Zones Opportunity Zones Alternative Investments Oil & Gas By Jeffrey Bangerter on Apr 07, 2023

Understanding Annuities: A Simple Guide for Investors

Gone are the days of relying on your employer to provide you with a comfortable retirement. While pensions were once a staple of most retirement plans, today they're almost unheard of. Those who want a steady stream of income in retirement are now turning towards investment vehicles like annuities. Are you wondering what an annuity is and how it can help you prepare for your retirement? Here’s what you need to know.

Retirement Financial Planning Financial Advisor Annuities Retirement Planning By Jeffrey Bangerter on Feb 26, 2021

How to Preserve Your Assets

In volatile economic times like the one we are living through now, it’s more important than ever to make sure your assets are preserved.

Retirement Financial Planning Financial Advisor Annuities Asset Preservation By Jeffrey Bangerter on Nov 12, 2020

Understanding the Importance of Long-Term Care

We all know that long-term care is important — but it’s often a discussion we overlook or put on the backburner. We think we will get around to addressing it someday or that circumstances will change. But long-term care planning is vital for everyone to consider. And it’s definitely an important part of any financial planning and retirement strategy. If you are not sure where to start, why it’s important, or what strategies to consider, this discussion may help.

Retirement Financial Planning Financial Advisor Long-Term Care Life Insurance Annuities By Jeffrey Bangerter on Oct 29, 2020
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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

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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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