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BE A PLANNER™

TAX OPTIMIZED REAL ESTATE INVESTING FOR EARLY RETIREMENT

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January 22, 2023SYNDICATION MATH

January 22, 2023
SYNDICATION MATH

Tags: 100% cash acquisition, apartments, roth conversion, RV parks, syndication math

January 1, 2023SYNDICATION MATH

January 1, 2023
SYNDICATION MATH

Tags: repp class a new-build, roth conversion, secure act 2.0, syndication math

November 27, 2022SYNDICATION MATH

November 27, 2022
SYNDICATION MATH

Tags: real estate private partnerships, roth conversion, syndication math

November 13, 2022SYNDICATION MATH

November 13, 2022
SYNDICATION MATH

Tags: qualified business income, roth conversion, sec 506(c), syndication math

October 30, 2022SYNDICATION MATH

October 30, 2022
SYNDICATION MATH

Tags: 2023 401 contribution limits, 401 trust, cap rate, roth conversion, syndication math

August 21, 2022 SYNDICATION MATH

August 21, 2022 SYNDICATION MATH

Tags: review sec 506(b) and sec 506(c) syndication, roth conversion, syndication math, syndicator self-directing 401 fund

August 20, 2022 TAX (PLANNER) MATH

August 20, 2022 TAX (PLANNER) MATH

Tags: ira 2022, residential sales decline, rip the bandaid off?, roth conversion, tax math, tax train

August 13, 2022TAX (PLANNER) MATH

August 13, 2022
TAX (PLANNER) MATH

Tags: inflation reduction act of 2022, roth conversion, tax math, us deficit

July 31, 2022SYNDICATION MATH

July 31, 2022
SYNDICATION MATH

Tags: ira 2022, roth conversion, syndication math

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"But getting by don't mean your living..."
Neil Diamond | "Nothing But a Heartache" (at 1:09)


The illustration shown below is for educational purposes only, and should not be relied on for tax, legal or accounting advice. Consult your own tax, legal and accounting advisors before engaging in any transaction.

Example 1: $350,000 401K, 20% IRR, 5 Yr Compound





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