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Tax, SDIRAs & Cost Segregation

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Charlie Shew
  • Handyman
  • Lebanon, TN
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31
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Recommendations in Nashville for Tax/Financial Advisor

Charlie Shew
  • Handyman
  • Lebanon, TN
Posted Jul 8 2019, 08:51

My question is who in Nashville should I talk to first about my investment options and tax consequences. Do I talk to a tax advisor, Financial Planner or CPA? Does anyone have a person who they would recommend in Nashville / Wilson County with experience in rentals?

My immediate goal is to buy a second home to move into and keep my current home to rent. I current home is valued at about $270,000 and I owe $98,000. I would like to purchase something in the $300,000 to $350,000 range. I have no cash for a down payment on a new home, but I have the equity and $170,000 in an IRA and $45,000 in a 401k.

I am meeting with a trusted loan officer next week but that's only about what his bank can do for me. 

Thanks,

Charlie

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