Artwork

Contenuto fornito da Brian Bowen. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Brian Bowen o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Player FM - App Podcast
Vai offline con l'app Player FM !

Tax-Efficient Investing

24:15
 
Condividi
 

Manage episode 361162771 series 2098740
Contenuto fornito da Brian Bowen. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Brian Bowen o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

When you meet with a financial advisor are they addressing your entire portfolio? More than simply IRAs and Roth investments, your advisor should see the whole picture. A major part of the picture is understanding tax-efficient investing. From 1031 exchanges to municipal bonds, you want to make sure to leverage your best options.

It’s also important to understand what your life looks like in retirement and how your investments will support that lifestyle. In this episode, Brian answers two questions from business owners trying to understand their best options moving forward.

Here’s what we cover on today’s show:

  • What are tax-efficient investments? (0:13)
  • A 1031 exchange could be a good option. (2:52)
  • What can you do with real estate when in retirement? (5:56)
  • Mailbag: Will selling my business provide enough income in retirement? (11:37)
  • Mailbag: What should I do about my inherited pizzeria business? (18:26)

Get Additional Information: https://financialplanningva.com/podcast/

  continue reading

105 episodi

Artwork
iconCondividi
 
Manage episode 361162771 series 2098740
Contenuto fornito da Brian Bowen. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Brian Bowen o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

When you meet with a financial advisor are they addressing your entire portfolio? More than simply IRAs and Roth investments, your advisor should see the whole picture. A major part of the picture is understanding tax-efficient investing. From 1031 exchanges to municipal bonds, you want to make sure to leverage your best options.

It’s also important to understand what your life looks like in retirement and how your investments will support that lifestyle. In this episode, Brian answers two questions from business owners trying to understand their best options moving forward.

Here’s what we cover on today’s show:

  • What are tax-efficient investments? (0:13)
  • A 1031 exchange could be a good option. (2:52)
  • What can you do with real estate when in retirement? (5:56)
  • Mailbag: Will selling my business provide enough income in retirement? (11:37)
  • Mailbag: What should I do about my inherited pizzeria business? (18:26)

Get Additional Information: https://financialplanningva.com/podcast/

  continue reading

105 episodi

Toate episoadele

×
 
Loading …

Benvenuto su Player FM!

Player FM ricerca sul web podcast di alta qualità che tu possa goderti adesso. È la migliore app di podcast e funziona su Android, iPhone e web. Registrati per sincronizzare le iscrizioni su tutti i tuoi dispositivi.

 

Guida rapida