In This Article You can stamp your foot and complain about the wealthy using loopholes to lower their tax bills. Or you can learn those tax loopholes yourself. Try these strategies to slash your tax bill, many of which involve real estate investments. 1. Borrow Instead of Selling You only owe capital gains tax when […]
Can You Use the Same Tax Loopholes as Billionaires to Slash Your Tax Bill? Read More »
In This Article In the 1950s, economist Harry Markowitz developed the Modern Portfolio Theory, proposing the 60/40 portfolio as a balance between stocks and bonds. Millions of investors have used it as a default asset allocation ever since. Fast-forward to the 1990s, when financial planner Bill Bengen set out to discover the “safe withdrawal rate”
Traditional Investment Advice is Outdated—Why the 60/40 Portfolio is Dead Read More »
In This Article Unfortunately, many Americans blow their tax refunds on instant gratification: new gadgets, new clothes, and maybe even a flashier car. Spoiler alert: You’re making yourself poorer, not richer. Instead, consider investing your tax refund in unfamiliar real estate investments to experiment and find the perfect investing strategy for you. Try these hands-off
Did You Get a Tax Refund? Here Are 7 Ways to Invest It In Real Estate Read More »
In This Article Despite their limitations, individual retirement accounts (IRAs) are incredibly powerful. And you can do all kinds of creative tricks with them to build a huge nest egg, tax-free. Try these “alternative” IRA strategies to get the most out of these tax-advantaged retirement accounts and potentially retire with nothing but tax-free income. 1.
8 Clever Tax Strategies to Get the Most of Your IRA Read More »
In This Article After reaching an all-time high in 2007, single-family home prices collapsed 27.4% until hitting a low in 2012. Since then, the Case-Shiller U.S. National Home Price Index has exploded by 141.23%. Don’t you wish you had a time machine and could buy a home at 2012 prices? You don’t, and you can’t,
Wish You Bought Real Estate in 2012? A Similar Opportunity Just Arrived in Multifamily Read More »
In This Article The average American loses over half a million dollars ($524,625, to be exact) to taxes over their lifetime. And let’s be honest: The average BiggerPockets reader probably pays several times that. That puts a huge dent in your retirement nest egg over time. Then, when you actually do retire, you have to
7 Ways to Retire on Tax-Free Real Estate Investments Read More »
In This Article The S&P 500 has fallen more than 14% from its high in February, putting it in correction territory. The Nasdaq is down 19.3%, flirting with a bear market, and the Russell 2000 collapsed into bear territory with its fall of 23.8%. Plenty of investors have started panic-selling (which you should never, ever
Even With the Latest Drama—History Says It Still Makes Sense to Hold Stocks Read More »
In This Article The tempest of tariffs, trade wars, inflation fears, and recession fears have dizzied investors for the last three months. Where should investors put their money to protect against all this risk? I’ve outlined a few recession-resilient real estate investments I like, but let’s dig deeper into REITs. Real estate investment trusts offer
REITs Might Be in Jeopardy—But It's Hard to Pass Up This Huge Buying Opportunity Read More »
In This Article You’ve reached the halfway point to joining the two-comma club! Now what? Just like you outgrew that small floor mattress in your first apartment, you’ve outgrown some of the money habits you had when you were trying to get your net worth to six figures. What got you there won’t serve you