
11 August 2025 | 5 replies
But First — A Critical Note on SE Tax If your personal STRs are structured and qualify as rental real estate, then:The income is generally not subject to self-employment (SE) tax.There is no requirement or benefit in routing that income through your S Corp just for tax reasons.So unless your goal is to contribute more to a retirement plan (like a Solo 401(k)) or access corporate fringe benefits, there may be no financial advantage to having your S Corp manage your own properties.4.

12 August 2025 | 6 replies
So when that happens, accredited investors can lose money without it affecting them.2) Now grandma or grandpa are allowed to invest their life savings without fully understanding what they're doing.

4 August 2025 | 21 replies
We have plenty of reserves in a college fund, several retirement accounts and a large HELOC.

10 August 2025 | 4 replies
It will lower your cost of housing and you can save and invest that money for the future.

13 August 2025 | 2 replies
In the end, the true answers to your question is do you want to retire early and go do something else or do you want to keep scaling your business.

22 July 2025 | 5 replies
We're low on liquid cash, with funds tied up in other investments (we own 24 units), and I prefer not to dip into retirement savings.

12 August 2025 | 79 replies
The primary home and 15 year loan might save you more than a point.

2 August 2025 | 10 replies
Overall, we are full of hope, as this is my post-military career path as I think about retiring in the next 2-5 years.

13 August 2025 | 11 replies
Many of our clients and I have used this strategy, so it’s great you’re factoring in appreciation.In summary:Buying a property for first year tax advantages depends on whether the tax savings offset long-term losses and the amount of time and effort you'll have to invest.Location is the most critical investment decision you'll make.

13 August 2025 | 8 replies
The call has gone out dozens of times to all the BP members for one example where an LLC saved them that an umbrella policy wouldn’t have.