Latest articles by Grant Conness
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Trapped by Capital Gains? Opportunity Zone Funds Provide a Way Out
Tax Breaks Investing in funds to fix up a troubled neighborhood can do some good for the area in question and for your own tax situation.
Tax Breaks -
Is a Roth Conversion Right for You?
retirement Based on current tax laws, three different types of people stand to benefit by moving funds out of their traditional IRAs into a Roth. See if the timing and tax benefits make sense for your plan.
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An Easier Path to Real Estate Investing: 1031 Delaware Statutory Trusts
real estate Being a landlord isn't for everyone, but getting out of the biz could trigger capital gains taxes. There's another way to stay in real estate, without the tenant hassles and without the bite of capital gains.
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A Real Estate Exit Strategy That Can Save on Capital Gains Taxes
real estate If you'd like to sell a rental property, business or other highly appreciated asset but are dreading the capital gains, a Deferred Sales Trust may be for you.
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4 Financial Planning Essentials to Ease Your Retirement Fears
Financial Planning Most pre-retirees are afraid of outliving their money. Having a plan can help ensure you don't.
Financial Planning -
5 RMD Strategies to Help Safeguard Your Retirement, Maximize Your Legacy
retirement When managed correctly, required minimum distributions can play an important role in your financial future and those of the ones you love.
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4 Strategies to Avoid an Estate-Planning Mishap
taxes Even after you're gone, you can still help provide for the people and causes you care about.
taxes
