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Today I discuss major estate planning mistakes, all cash home buyers and how to transition from the accumulation to the distribution phase.
Did Prince die without a will? I
explain how the IRS views and handles estates that continue to make
money after death like Michael Jackson and Elvis. I then move on to
real estate in the Bay Area explaining the issue with all cash
foreign buyers, lower tax benefits and the lack of millennial
buyers who can afford home loans; all of which concern me. I also
talk about rates of return and average market history and then
transitioning from accumulation phase to distribution
phase.
Don't
forget about our upcoming seminar at Four Points by Sheraton
San Jose Airport on May 19th where Rob Black and I will explain how
to build a retirement portfolio that lasts. Registration is only
$5 so click HERE to sign up!
Email your money question to [email protected]
, or call the show at 1-800-516-1220 from
2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning
services or visit www.NewFocusFinancial.com.
View all episodes
By Chad Burton
4.3
6767 ratings
Did Prince die without a will? I
explain how the IRS views and handles estates that continue to make
money after death like Michael Jackson and Elvis. I then move on to
real estate in the Bay Area explaining the issue with all cash
foreign buyers, lower tax benefits and the lack of millennial
buyers who can afford home loans; all of which concern me. I also
talk about rates of return and average market history and then
transitioning from accumulation phase to distribution
phase.
Don't
forget about our upcoming seminar at Four Points by Sheraton
San Jose Airport on May 19th where Rob Black and I will explain how
to build a retirement portfolio that lasts. Registration is only
$5 so click HERE to sign up!
Email your money question to [email protected]
, or call the show at 1-800-516-1220 from
2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning
services or visit www.NewFocusFinancial.com.
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