Max Gallagher, CFP

If you’ve been feeling stuck between the tax bill of selling and the burdens of holding, it may be time to explore these alternatives. With the right guidance, you can step away from the landlord role while still protecting the wealth you worked so hard to build.

In this article, we break down the many nuances, traps, and tradeoffs to consider when purchasing private real estate in retirement accounts like an IRA or 401(k). When properly structured and located, self-directed retirement accounts can be a powerful tool for real estate and private business investors looking to own assets in a tax-deferred or tax-free account.

In this article, we break down how the QBI deduction works, why your taxable income might be capping your benefit, and how strategies like Roth conversions can help unlock thousands in tax savings.