Apr 26, 2019
Are you getting all the tax benefits possible? How about getting benefits after the taxable event?
Matt Chancey joins us to talk about Economic Opportunity Zones. What is the time value of money? Can you benefit from a stepped-up basis after holding an asset for 10 years?
Listen to the show for more.
For the show notes...
Apr 19, 2019
Brynne has one child with special needs. How does this change the way she does her financial planning and investing?
In general, her plan is to “save everything”. But even doing that, Brynne says she does not “max out my retirement accounts to a point where I feel that an ABLE account or a Special Needs Trust...
Apr 12, 2019
Marco began investing in real estate at the age of 18 with a single townhouse that he bought, renovated, leased, and managed himself. He continued building his real estate portfolio over the years up to 84 units with additional single-family homes, duplexes, and small apartments.
Marco is an expert in the ins and outs...
Apr 5, 2019
What is the difference between a traditional IRA and a self-directed IRA?
Kirk Chisholm of Innovative Wealth, and a regular panelist here on the Money Tree Investing Podcast, says “There’s no technical difference. It’s more of a marketing language that people use”.
“The self-directed IRA came about years ago...