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BE A PLANNER™

TAX OPTIMIZED REAL ESTATE INVESTING FOR EARLY RETIREMENT

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October 30, 2022SYNDICATION MATH

October 30, 2022
SYNDICATION MATH

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

October 23, 2022SYNDICATION MATH

October 23, 2022
SYNDICATION MATH

Tags: 506(b), cap rate, interest rate, syndication math, the fed's outlook on rates and inflation

October 16, 2022SYNDICATION MATH

October 16, 2022
SYNDICATION MATH

Tags: cap rate, current market metrics, syndication math

October 9, 2022SYNDICATION MATH

October 9, 2022
SYNDICATION MATH

Tags: 506(b) transaction, a better way to spend 20k, cap rate, equity multiple (emx), old-school membership platform, syndication math

October 2, 2022SYNDICATION MATH

October 2, 2022
SYNDICATION MATH

Tags: class a transaction, real estate private partnerships, sec 506(c), syndication math

September 25, 2022SYNDICATION MATH

September 25, 2022
SYNDICATION MATH

Tags: cash flow vs. taxable income, Houston 506(c) syndication review, syndication math, syndication tax reporting

September 18, 2022SYNDICATION MATH

September 18, 2022
SYNDICATION MATH

Tags: multifamily trends, property taxes, rental rates, syndication math

September 11, 2022SYNDICATION MATH

September 11, 2022
SYNDICATION MATH

Tags: roth 401, sponsor fees, sponsor traps, syndication math

September 4, 2022SYNDICATION MATH

September 4, 2022
SYNDICATION MATH

Tags: coc, equity multiple (emx), irr, small apartments, syndication math, syndication math metrics

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Let’s get started on your early retirement.

"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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