Tax Considerations of Owning Real Estate
On this week’s Dollars and Sense segment, Jim talks about the tax considerations of owning real estate property or highly appreciated assets. If you have depreciated property, are you aware of tax considerations and opportunities for long-term capital gains? Do you know what happens when you pass away? Jim discusses community property trusts, how they […]
How should you handle your investments when stocks and bonds are expensive?
Creating a successful retirement income plan can be tricky. However, if you structure income properly, are more diverse with your investments and build in secure income along the way, most people can achieve financial success in retirement.