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BE A PLANNER™

TAX OPTIMIZED REAL ESTATE INVESTING FOR EARLY RETIREMENT

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THE BE A PLANNER SHOW

Visit THE BE A PLANNER SHOW to learn more about the radio markets, show times, and the show agenda.

January 15, 2023SYNDICATION MATH

January 15, 2023
SYNDICATION MATH

Tags: 506(b) transaction, debt ceiling, syndication math

January 8, 2023SYNDICATION MATH

January 8, 2023
SYNDICATION MATH

Tags: getting started with repps, mixed-use pre-development project, passive investing, 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

December 11, 2022SYNDICATION MATH

December 11, 2022
SYNDICATION MATH

Tags: 506(b), syndication math, year end planning

December 4, 2022SYNDICATION MATH

December 4, 2022
SYNDICATION MATH

Tags: 12/2022 continuing resolution, rmd, senior roth conversions, syndication math

November 27, 2022SYNDICATION MATH

November 27, 2022
SYNDICATION MATH

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

November 20, 2022SYNDICATION MATH

November 20, 2022
SYNDICATION MATH

Tags: exit cap rate, irrevocable grantor trust, limited liability company, 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

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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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