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1380 Lead Hill Blvd. Suite 180 Roseville, CA 95661
Do you know the difference between taxable and nontaxable income? Financial professional, Jeff Bangerter informs on the difference between the two. He also gives examples of taxable income according to the IRS.
Financial Planning Financial Advisor Tax Planning Tax Tips Tax Management By Jeffrey Bangerter on Feb 26, 2021Do you dream of retiring so you can spend time with your grandchildren? Are you hoping to buy a vacation home, travel, or finally write that novel? No matter what your vision of retirement may be, learning how to accumulate wealth is an important first step.
Retirement Financial Planning Financial Advisor Tax Planning Tax Management By Jeffrey Bangerter on Jan 14, 2021Even if you have done everything by the book for decades, chances are good that the COVID-19 pandemic has affected your retirement plans. You work hard all your life to prepare for retirement. While savings and investment strategies are important, if you don't take the time to implement tax-management strategies, you're missing a critical piece of the puzzle! Making smart tax moves now can have a major impact on the potential success of your financial plan.
Retirement Financial Planning Financial Advisor Tax Planning Tax Management By Jeffrey Bangerter on Dec 16, 2020
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Roseville, California:
1380 Lead Hill Blvd., Suite 180
Roseville, CA 95661
Office: 916.965.1879
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Investment advisory services offered through Bangerter Financial Services, Inc., a state registered investment advisor. Securities offered through Concorde Investment Services, Inc. (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 Services, Inc. is independent of CIS, CAM and CIA. To access Concorde’s Form Customer Relationship Summary (CRS), 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.
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