All Forum Posts by: Jordan Erlewine

Hi,

I currently live in a duplex that I got a 30 year fixed fha 5.25% interest loan on. The plan is to keep it as a Rental property but I am thinking about doing a streamline fha refinance to 3.75%. I am needing around $6600 at closing and will be saving $230 per month. I closed on this house last September and they are wanting me to close on this tomorrow. Needing some advice on if this is a good idea! It says I will get my money back in 20 Months. 

Thanks. Not looking for advice from an investment stand point, just a guide to let us know how much income we should put a way through a 401k or IRA to minimize tax liability and maximize investments.

Hi,

I am currently in the market for an expert tax planner and preparer that focuses on small business and real estate. Just started real estate investing thanks to the growth of our small business. Looking for someone aggressive that knows the ins and out of the tax law and knows how to take advantage of every loop hole. An expert planner that can look at our finances and say this is what your w2 income should be, this is how much you should be investing in an Ira/401k, creative accounting, etc. 

Is that too much to ask? My experience lately is our cpas just handle the books and don’t tell us how to maximize deductions, how to maximize the new 20% pass through(if possible) or how much to sock away in investments.