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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

It’s Tax Time. Here are the Forms to Keep an Eye On for 1031 Exchanges

That favorite time of year has come around once again. Time to file your tax returns! And to help ensure you are prepared to complete and file your returns, we wanted to remind you of a few forms to be looking for if you are one of our clients who used a 1031 exchange to sell investment property last year.

1031 Exchange Tax Planning Tax Tips Tax Management By Jeffrey Bangerter on Mar 28, 2023

How Do You Pay Taxes on a DST?

A Delaware Statutory Trust (DST) has the potential to offer benefits to accredited investors. Purchasing a DST gives an investor the opportunity to add commercial real estate exposure to their portfolio without the hassles that come with direct property management. DSTs have the potential to generate monthly income, plus a capital gain when the underlying property(ies) are sold at the end of the holding period.

DST Tax Planning Tax Tips Tax Management By Jeffrey Bangerter on Jan 12, 2023

Trusts and Exchanges

Trusts are often involved in 1031 exchanges. For example, the relinquished property may be held in a revocable living trust formed for estate planning purposes. Or the replacement property may consist of an interest in a Delaware Statutory Trust (DST). Though serving different purposes, all of these trusts have certain common characteristics and follow specific rules. Understanding these characteristics and the regulations that govern these types of exchanges can help you overcome the challenges...

Financial Planning Financial Advisor DST Diversification 1031 Exchange Tax Management By Jeffrey Bangerter on Nov 15, 2021

5 Reasons to Consider a 1031 Exchange

Investing in property brings many advantages, including portfolio diversification and the ability to create a passive stream of potential income. However, when the time comes to sell your property, the taxes you’ll owe can significantly reduce your profits. This is the primary reason why so many property investors choose to take advantage of a 1031 exchange.

Financial Planning Financial Advisor DST Diversification 1031 Exchange Tax Management By Jeffrey Bangerter on Oct 27, 2021

How to Invest in Alternative Investments

Alternative investments1 have been a recognized asset class for a long time, but recent volatility in the global stock markets has increased the attention on alternatives as a way to diversify portfolios and to potentially increase returns during periods of stress for more traditional investments including equities, fixed-income and cash.

Financial Planning Financial Advisor DST Diversification 1031 Exchange Tax Management Alternative Investments By Jeffrey Bangerter on Oct 14, 2021

Important Insurance Tips for Young Adults

The transition into adulthood brings many exciting milestones. Whether you’re moving out on your own, starting a new career, or even starting a family, you’ll enjoy new freedoms and new responsibilities. As you step out on your own and start to accumulate assets, it’s important to have insurance in place to help protect them.

Financial Planning Financial Advisor Tax Planning Life Insurance 401k Tax Management By Jeffrey Bangerter on Sep 30, 2021

Don't Let Your Breakup Break the Bank: Financial Independence After Divorce

No one goes into a marriage expecting it to end in divorce. Sadly, despite their best efforts, many couples face this reality. Not only is the end of a marriage emotionally devastating, but the after-effects can have a major impact on each partner’s financial life. As you navigate through your divorce, it’s important to gain a clear picture of your current financial situation. Then, you’ll be able to take steps to help minimize the negative effects of this major life change. Finding financial in...

Retirement Financial Planning Financial Advisor Diversification Tax Planning Retirement Planning 401k Tax Management By Jeffrey Bangerter on Sep 14, 2021

An Introduction to Alternative Investments

If you’ve been wondering whether alternative investments are a good idea for your portfolio, you’re not alone. Many investors are frustrated with current market conditions, leading them to seek out other investment options. While alternative investments offer many potential benefits, they’re not suitable for every investor. Before adding them to your portfolio, it’s essential to understand precisely what you’re getting into. Here’s what you need to know.

Financial Planning Financial Advisor DST Diversification 1031 Exchange Tax Management By Jeffrey Bangerter on Aug 31, 2021

2021 Tax Planning Tips You Need to Know

The 2021 tax season has arrived. If you haven’t already started preparing, now is the time to begin. Before you do, you’ll want to take a look at several of the changes that affect 2020 tax filings. Perhaps the most relevant change was the recent announcement on March 17th, 2021 by the Treasury Department that the federal tax filing due date for individuals filing 2020 returns was extended from April 15th, 2021 to May 17th, 2021, providing additional help to taxpayers dealing with the disruption...

Financial Planning Financial Advisor Tax Planning Tax Tips Tax Management By Jeffrey Bangerter on Mar 31, 2021
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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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