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, 2021If 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, 2021Did 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, 2021Financial 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, 2021If 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, 2021Children 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, 2021The 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, 2021We 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 importan...
Retirement Financial Planning Financial Advisor Tax Planning Retirement Planning By Jeffrey Bangerter on Jun 14, 2021A 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, 2021As an educator with a passion for your career, you may have mixed feelings about retirement. Not only is it difficult to leave a profession you truly love, but, if you’re like most Americans, you’re likely also concerned about whether you can actually afford to retire. While it’s common for educators to delay their retirement planning, starting early creates many benefits. Not only will it allow you to fully understand the position you’re in right now, but it will also allow you to develop strat...
Financial Planning Financial Advisor Retirement Planning By Jeffrey Bangerter on May 24, 2021
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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.
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