Tag Archive for ‘retirement’

Increasing Income with Lower Interest Rates

What if low interest rates could actually boost one’s investment returns instead of lower them? As some out-of-the-box thinkers have discovered, properly chosen cash flow real estate investments can produce 10-13% returns even when interest rates fall.

Retirement and Career Transitions – 3 Pieces of Advice

Three pieces of advice on career and retirement transitions that helped me move from high-tech to real estate investing.

Case Study – Baby Boomers – Increasing Passive Income for Retirement

With retirement looming and a need to find stronger returns from their investments, how can baby boomers use their current equity to increase passive income?

This case study gives a real world example.

The Tax Advantages of Investment Real Estate (3 of 3) – 1031 Exchanges

1031 Exchanges are one of the most valuable tools to build an investment real estate portfolio while deferring taxes indefinitely. This case study illustrates the value of 1031 Exchanges and outlines long term tax deferral strategies.

Stock Market vs. Real Estate Part II

Much of the advice on stocks is stay the course, invest for the long term.

Sure, that sounds simple enough: buy low, sell high. So why is it so hard to make money in the stock market?

Stock Market vs. Real Estate Part I

Guess how much $100.00 invested 10 years ago in the S&P 500 would be worth today? How about if we look back 20 years?

As a baby boomer nearing retirement, I am out of runway to put more money into the stock market and “wait and see”. I can no longer take the risk. Can you?

Investing with an IRA

“Can I use my IRA to buy an Investment Property?” To save and invest for retirement, many people use some combination of an individual retirement account (IRA), a company 401(k) or 403(b) plan, or some other tax-advantaged pension, defined benefit, or defined contribution plan.  Typically, their funds are invested in traditional investments, such as stocks, [...]

Solo(K), IRA, 401K… Oh my.

“Is Real Estate really better than a stock?” Planning for retirement has posed a dilemma, especially for people over 45 years of age who do not have a long time to wait before they retire.  The turbulence and poor performance of the stock market and the low rates of returns for bonds and certificates of [...]