Real Estate: Should We Sell Rental Property to Buy a Primary Residence? - 323

Save for a Home or Save for Retirement? - 389: Should you save for a house down payment or invest for retirement? How much long term capital gains tax do you pay on a rental property when you sell it after 20 years, and how does a 1031 exchange work? Also, opening a Roth IRA with the Backdoor Roth... by Your Money, Your Wealth

45 min listen

How to Use Tax Diversification in Your Retirement Portfolio - 303: There are taxable, tax-deferred, and tax-free accounts, and the proper balance of investments in each is called tax diversification. Are you tax diversified enough? Plus, how do capital gains and ordinary income work again? Should you contribute to... by Your Money, Your Wealth

43 min listen

Charitable Giving and Roth Conversion Retirement Tax Strategies - 317: How to make the most of a retirement strategy that involves a thrift savings plan, Roth IRA conversions, and charitable giving from a donor-advised fund or a QCD. Also, how to calculate multi-year Roth conversions, and do you lose compound interest... by Your Money, Your Wealth

49 min listen

Borrow Money to Pay Tax on a Roth IRA Conversion? - 301: Should you borrow money to pay the tax on a Roth IRA conversion? Should you do a Roth conversion or capture non-qualified long term capital gains? How will Social Security benefits affect taxes after a backdoor Roth IRA conversion? Should a highly... by Your Money, Your Wealth

47 min listen

Roth Conversions, the Rule of 55, and Retirement Withdrawal Regrets - 358: Spitballing Roth conversions: a conversion and pension lump sum strategy, converting vs. harvesting 0% long term capital gains, and how to avoid double taxed Roth conversions. Plus, how to allocate assets when using the Rule of 55? Do retirees regret... by Your Money, Your Wealth

42 min listen

Estate Planning, Social Security, and TSP to Roth Conversions - 351: Is there a step up in basis on (and advantage to) a joint tenants with rights of survivorship brokerage account? Is a charitable remainder trust a good way to liquidate property? Is there a point to Roth conversions when leaving your estate to... by Your Money, Your Wealth

47 min listen

All About the Backdoor Roth IRA Strategy - 295: Should you wait until retirement to do a backdoor Roth IRA conversion? Plus, the pro-rata rule, self-employed modified adjusted gross income vs. AGI, and how capital gains work with Roth conversions. Also, strategizing for if and when the estate... by Your Money, Your Wealth

46 min listen

Social Security, Medicare and Real Estate - 306: Wrapping up the longest year in history with means testing for Social Security, healthcare when one spouse is on Medicare, and how Roth IRA conversions affect Social Security & Medicare costs. Plus, can you avoid capital gains when selling rental... by Your Money, Your Wealth

42 min listen

Mad at the Roller Coaster? Then You Don't Understand the Ride - 237: Back to investing basics: what makes for a wise investing philosophy while on the market volatility roller coaster? How do you find a financial fiduciary? How do you avoid people with bad financial intentions? What is a good investment policy... by Your Money, Your Wealth

50 min listen

Backdoor Roth, Investing, and Taxes - 396: Joe & Big Al answer your questions on, of course, backdoor Roth strategies. Y’know, to get as much lifetime tax-free growth on your investments as possible. Plus, investing strategies: does it make sense to buy a property now and rent it out until... by Your Money, Your Wealth

48 min listen

Bear Market Survival & the 5W1H of Roth Conversions: YMYW Best of 2022 - 411: IRA withdrawal strategies when you retire in a down market, Roth contributions vs. Roth conversions, converting now or waiting to convert to Roth in retirement, and why you'd want to lose today's tax savings and contribute to Roth in the first place,... by Your Money, Your Wealth

46 min listen

Should We Hold Off on Retiring Until the Markets Recover? - 386: When the financial markets are down, should you postpone retirement? When inflation is up, should you change your investments and pile into things like value and commodities? Plus, the ever-popular retirement spitball analysis: an early retirement... by Your Money, Your Wealth

41 min listen

Is My BF BSing Me on RMDs? Required Minimum Distributions Explained - 378: Required minimum distributions: how do they work, when do you have to take them, and do Roth IRAs have RMDs too? Plus, were the fellas being misleading when they talked about claiming Social Security early vs. late if you save and invest the benefits?... by Your Money, Your Wealth

42 min listen

273 | What's an Emergency?: Roth IRA's with Sean Mullaney by ChooseFI

49 min listen

Retirement Spitballing, Social Security, and Hiring & Ghosting Financial Advisors - 353: How does the “Buy, Borrow, Die” strategy of the uber-wealthy work? Stacking capital gains vs. Roth conversions, contributing to a non-deductible IRA vs. a brokerage account, and minimizing tax when a trust is the TSP beneficiary. Also, why delay... by Your Money, Your Wealth

45 min listen

Should You Invest in the Stock Market or Buy Real Estate? - 360: You’ve saved money for a house downpayment. Should you invest it in the stock market until you’re ready to buy that property? Should a young saver take as much investing risk as possible, or buy a condo? Plus, the tax-efficiency of robo-advisor... by Your Money, Your Wealth

35 min listen

Is the Backdoor Roth IRA a Good Strategy For You? - 314: Are you eligible for a backdoor Roth IRA conversion? Is it taxed? How does a Roth 401k differ from a Roth IRA? Can you buy Mom’s condo for below market value & rent it back to her? Can you max out Dad's Roth? Can you file 2020 taxes before... by Your Money, Your Wealth

44 min listen

Pay Tax on This Move Now to Potentially Have More to Spend Later - 388: The time may be right for a giant Roth IRA conversion, especially now while the market is down, to potentially give you more money to spend in retirement. How does that work with long-term capital gains and dividends, and how much should you convert... by Your Money, Your Wealth

41 min listen

EP212: Investing in Underdog Properties - Kent Ritter: Sometimes, the best sources for profit are the properties that no one wants. Let’s learn more about investing in undervalued, mismanaged, and undercapitalized real estate with this week’s guest, Kent Ritter. Find out more about our investing opportunities here ? www.vonfinch.com/invest ? Kent Ritter is a multifamily investor, an entrepreneur, the host of Ritter on Real Estate podcast, and the managing director of Birge & Held Asset Management, a multifamily private equity firm that has over 15,000 apartment units and more than $1.5 billion of assets under management. Today, we learn more about the enigma that is Kent Ritter and how he came to be, starting with the tragic loss of his father that forced him to grow up faster than everyone else. With his early experience with grief, Kent shares an insightful view on how the lowest points in our life can actually help us build our character and make us realize what matters most. It is by The Investor Mindset - Name Your Number Show [$]

34 min listen

Satellite Navigation: Portfolio part 2 by Many Happy Returns

47 min listen

The 411 on Roth Conversions in 2023 by Leibel on FIRE

16 min listen

Answers to Your Top Roth Conversion Questions - 241: Your Roth IRA questions answered: when should you do a Roth conversion? Should you wait until you're in retirement to convert? What kind of income is it? How do you convert slowly so the tax bite doesn't hurt so much? How long do you have to work... by Your Money, Your Wealth

47 min listen

Which Asset Classes Are Good Investments to Hedge Against Inflation? - 324: Your latest investing strategy questions answered: are gold, real estate investment trusts (REITs), international and small-cap value funds good inflation hedges? Besides the S&P 500, what sectors or asset classes should you invest in for... by Your Money, Your Wealth

30 min listen

Rough Week for Fake Real Estate Investors - Episode 405: As always, we do our best to keep an eye on the economy, the real estate market, and the implications for real estate investors. This past week, real estate investment trusts declined by 3%. On this episode of Investing in Real Estate, we’re diving... by Investing in Real Estate with Clayton Morris | Build Financial Independence

10 min listen

10 Things They Don't Tell You About Stocks by Many Happy Returns

39 min listen

Where to Locate Assets for Tax Efficiency Without Compromising Growth? - 340: Asset location: how to position assets to pay less tax without sacrificing investment growth? Should young folks contribute all of their retirement savings to Roth accounts? Also, conversations (not advice) on a self-employed defined benefit plan vs.... by Your Money, Your Wealth

50 min listen

455: REITs: How to Make Real Estate Money WITHOUT Owning Rentals: Want passive income? Well, DON’T invest in rental properties. Buy REITs (real estate investment trusts) instead. Yes, you read that right. Although rental properties are a phenomenal way to build wealth and cash flow and pay fewer taxes on your income, they aren’t the most “passive” type of investment around. Between the 2 AM tenant phone calls, leaky toilets, evictions, and common headaches of owning a house, rental properties might not be worth the extra incomefor most Americans. But REITs probably are. REITs are traded on the stock market just like your favorite index fund. The difference between REITs and traditional stocks? REITs let you buy a share in a large landlord company, which passes their income down to you via dividends and often an appreciating share price. And now, as many commercial real estate values are dumping, top REITs could be selling at a HUGE discount. So, how do you start investing in them? We by BiggerPockets Money Podcast

52 min listen

493: 24 Money Tips for 2024: The BEST Ways to Invest Your Money THIS Year: Looking to be a better investor in 2024? A few simple adjustments could help your money work much harder for you this year, and our hosts are here to lend a hand! In part three of our four-part money tips series to kick off 2024, Mindy and Kyle offer some top-notch advice on how to invest your money this year. You’ll learn about the importance of tracking your finances year-round, savvy retirement planning, and, if you’re a real estate investor, putting some of your “lazy” equity to better use! Beyond investing, our hosts provide several money hacks that will help you chip away at your expenses this year—whether it’s taking advantage of autopay or annual-pay discounts or pivoting to a low-cost phone plan. Finally, they discuss how spending money can actually propel you toward your FIRE goal! In This Episode We Cover How to be a better investor in 2024 and beyond Finding the perfect method to track your fi by BiggerPockets Money Podcast

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Q&A: Putting $1.6M of "Dead Equity" to Work, Selling Single Stocks, and VYM by Rich Habits Podcast

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639: Passive Income (Without the Properties!) by Investing in REITs by BiggerPockets Real Estate Podcast

69 min listen

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Real Estate: Should We Sell Rental Property to Buy a Primary Residence? - 323

Real Estate: Should We Sell Rental Property to Buy a Primary Residence? - 323

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