Tuesday Weekly Webinar: Real Estate investment – Sale of Property
Each Tuesday at 10:00 a.m. (except Tuesdays that follow Market Holidays), I hold a Live Webinar where I discuss recent headlines, IRA and retirement issues from the Ed Slott Group, market updates and analyst reports, and a timely Financial Planning strategy or technique.
Please don’t hesitate email us with any questions you have or if you’d like to schedule an appointment with us. You can reach us at questions@attleborowealth.com.
Each webinar is indexed so you can jump to the section that interests you most or watch the entire broadcast.
This week I review Real Estate investment and sale of property
Mark Byelich, CFP®, AIF® is an expert in the area of tax efficient financial planning and helping clients develop successful financial plans, investment strategies, and tax efficient or tax-free retirement plans.
Each Tuesday at 10 a.m. ET (except Tuesdays that follow Market Holidays), Mark holds a Live Webinar where he discusses recent headlines, IRA and retirement issues shared by the Ed Slott Elite Advisor Group, market updates and analyst reports, and a timely Financial Planning strategy or technique.
In this webinar Mark discusses the sale of Real Estate and how it can impact your taxes and investment returns. Mark also talks about tax reduction or delay methods such as using 1031 exchanges, Delaware Statutory Trusts (DSTs), and the step-up in cost basis provisions in your tax and financial plan.
We hope you find this webinar informative and helpful.
Each webinar is indexed so you can jump to the section that interests you most or watch the entire broadcast.
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You can access other recordings of past Weekly Webinars on our website at: https://attleborowealt.wpengine.com/weekly-webinars-82322 and recordings of past Special Webinars at: https://attleborowealt.wpengine.com/webinars
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If you’d like to schedule a consultation with Mark and his team, you can reach out to us at: admin@attleborowealth.com or call us at 215-310-9440 and we’ll be sure to find a time that works for you.
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.
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0:00 – Market update, Slott update, Mail bag
21:55 – Real Estate investment – Sale of Property