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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.

August 14, 2022SYNDICATION MATH

August 14, 2022
SYNDICATION MATH

Tags: equity multiple (emx), inflation, interest rate, project vs. partner, roth 401, sec 506(b), syndication math

August 13, 2022TAX (PLANNER) MATH

August 13, 2022
TAX (PLANNER) MATH

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

August 7, 2022SYNDICATION MATH

August 7, 2022
SYNDICATION MATH

Tags: 401 trusts, private real estate investing, repps, sec 506(b) vs. 506(c), syndication math, zero tax math

August 6, 2022TAX (PLANNER) MATH

August 6, 2022
TAX (PLANNER) MATH

Tags: tax math

July 31, 2022SYNDICATION MATH

July 31, 2022
SYNDICATION MATH

Tags: ira 2022, roth conversion, syndication math

July 30, 2022TAX (PLANNER) MATH

July 30, 2022
TAX (PLANNER) MATH

Tags: tax math

July 24, 2022SYNDICATION MATH

July 24, 2022
SYNDICATION MATH

Tags: syndication math

July 23, 2022TAX (PLANNER) MATH

July 23, 2022
TAX (PLANNER) MATH

Tags: tax math

July 17, 2022SYNDICATION MATH

July 17, 2022
SYNDICATION MATH

Tags: 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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