With the triple team, Brian, Jeremiah, and Alex dive into smart strategies for minimizing capital gains taxes when selling property. A caller shares their real-life scenario of selling two properties, prompting a discussion on how to leverage exemptions, 1031 exchanges, and Delaware Statutory Trusts to maximize profits while minimizing IRS exposure.

Next, they tackle the age-old question: should you pay off your mortgage before retirement? With interest rates at historic lows for many homeowners, we break down why keeping a low-interest loan might be the better financial move.

We also explore retirement income planning, balancing liquidity with long-term growth, and how to ensure financial security for both spouses. Finally, we touch on Medicare premium brackets and how capital gains can unexpectedly increase healthcare costs.

 

Listen, Watch, Subscribe, Ask!

https://www.therealmoneypros.com

Hosts:

Brian Wiley, Jeremiah Bates, & Alex Lundgren

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SPONSORS:

Guild Mortgage:

https://guildmortgage.com

Ataraxis PEO

https://ataraxispeo.com

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management:

https://apollonwealthmanagement.com/

Formations:

https://get.formationscorp.com/real-money-pros

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