What are 1031 Exchanges and Qualified Opportunity Zones, and how do they differ?

By John Berlet As a seasoned multifamily syndicator, I am sometimes asked whether 1031 exchanges continue to be investors' preferred tax deferral strategy. My answer is it depends. Since becoming involved in Qualified Opportunity Zone programs (QOZs), I have realized that QOZs provide a potentially more attractive alternative to 1031 exchanges. Both QOZs and 1031s [...]

By |2022-09-26T02:54:35+00:00July 1st, 2022|Investing|

How the SECURE Act could impact your retirement planning…

How will the SECURE Act affect YOUR retirement blueprint?  “The SECURE Act presents both challenges and opportunities for retirees if they act now…”- Jerry Yu.  By Jerry Yu Passed in 2019, the “Setting Every Community Up for Retirement Enhancement” (SECURE) Act revised multiple aspects of retirement accounts and plans. The 29 provisions of [...]

By |2022-09-27T17:43:33+00:00May 20th, 2022|Leave a legacy, Protect your wealth|

Andrew Winnett: Could poor tax decisions wipe out your retirement savings?

"You've beaten the odds and managed to save a substantial amount of cash. Congratulations! But now you need to know how to keep taxes from eating it up." Andrew Winnett   By Andrew Winnett If you're like most people, you have focused a great deal of time and effort on putting as much [...]

By |2022-09-27T18:35:30+00:00March 13th, 2022|Investing, Leave a legacy, Protect your wealth|

Jerry Yu: Live to 100 without running out of money

Until a few years ago, my grandmother regularly traveled across the globe to visit her four children, ten grandchildren, and eight great-grandchildren. Thanks to savvy financial planning, she has enjoyed decades of pursuing her interests with no worries about how she'll pay for the fantastic lifestyle she enjoys. Grandma Yu never has a sleepless night wondering if she will run out of money before she passes.

By |2022-10-23T18:17:57+00:00February 7th, 2022|Investing, Leave a legacy, Protect your wealth|
Go to Top