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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 on Apr 07, 2023

Investor Interest in Opportunity Zones Accelerates

Opportunity Zone investing appears to be finally hitting its stride among taxpayers seeking to defer capital gains taxes on a wide array of assets. Some might argue the estimated $75 billion1 invested in Qualified Opportunity Zone Funds (QOFs) as of August 2019 falls short of the optimistic estimates when the Opportunity Zone Program rolled out as part of the 2017 Tax Cuts and Jobs Act. While the coronavirus pandemic in 2020 may have suppressed investor interest, the program now appears to be ga...

Financial Planning Financial Advisor Qualified Opportunity Zones Opportunity Zones QOZ By on Apr 14, 2021