Cost Segregation Study 58-Year-Old Landlord Nets $186K
A 58-year-old landlord uses a cost segregation study to accelerate depreciation, claiming a $186,000 first-year deduc...
tax-strategy
Explore tax-strategy topics with four articles that explain retiree tax tips, saving strategies, and planning realities. Learn practical steps to lower taxes and protect retirement income.
137 articles
Financial Advisors Debunk Roth vs Traditional 401(K) Myth
A growing online debate over Roth vs Traditional 401(K) strategies is getting a reality check. Experts say the decisi...
64-Year-Old Retired Teacher with 403(b) Triggers IRMAA
A 64-year-old retired teacher with a $1.1M 403(b) and a state pension confronts higher Medicare IRMAA surcharges as M...
Poor Man’s 1031 Exchange Emerges in Real Estate Loans
In 2026, a calendar-year depreciation tactic is drawing interest from small investors who want to offset gains from p...
69-Year-Old Widow with $890,000 IRA Faces Massive Tax Bill
In a timely example, the 69-year-old widow with $890,000 in an inherited IRA faces a decision that could trigger six ...
100% Bonus Depreciation Back—Here’s How to Profit in 2026
A potential revival of 100% bonus depreciation in 2026 could dramatically change real estate investing. This guide la...
Should Keep Sell Rental: Smart Paths for Equity Gains
Rising equity in rental properties creates powerful choices. This guide walks you through when to keep, when to sell,...
This $750,000 Municipal Bond Sleeve Delivers Tax-Free Income
As rates shift in 2026, a tax-savvy strategy centers on a $750,000 municipal bond sleeve designed to generate steady,...
A $500,000 Roth Portfolio Loaded with JEPI Pays Big
A $500,000 roth portfolio loaded with JEPI could generate about $42,000 in annual distributions tax-free, underscorin...
60-Year-Old Couple with $2.8 Million Could Retire by 2027
A hypothetical 60-year-old couple with $2.8 million could retire by the end of 2027 if they cap taxable withdrawals d...
Maximize Dividend Income in Retirement Before RMDs
As RMD ages move higher, retirees have a narrow window to shift high-yield dividend holdings into Roth accounts and h...
Why a $2.1 Million 401(K) Holder Is Moving to Nevada
A high-net-worth retiree with a $2.1 million 401(K) moves to Nevada to minimize state taxes before his first RMD at 7...