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Nate Carter
5 min read
Reducing Taxes and Expenses When Selling Rental Properties
Selling Rental Properties: Overview of Taxes and Expenses Real estate investing is a great way to build a portfolio of appreciating...
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Nate Carter
5 min read
Retirement: Withdrawal Rates, Longevity and RMD Taxes
There are two main concerns for retirees when drawing down assets in retirement. The first is longevity risk which is whether they will...
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Nate Carter
4 min read
Taxes on 401k Retirement Withdrawals
One of the key advantages of retirement plans like 401k accounts, Thrift Savings Plan for federal government employees or traditional...
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Nate Carter
3 min read
Billionaire Tax: Death of a Very Bad Idea
The Biden Administration and Congress are working to impose new taxes particularly on higher income earners. This includes raising...
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Nate Carter
4 min read
Real Estate: How Depreciation Works
Depreciation is a Tax Deduction Investors new to real estate are sometimes confused by how depreciation works. Depreciation is simply a...
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Nate Carter
5 min read
Withdrawing Funds in Retirement
Investors often have a great plan to save for retirement, but neglect to consider how they will drawdown these assets in retirement. Some...
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Nate Carter
6 min read
Real Estate: Defer Taxes with a 1031 Exchange
Overview of 1031 Exchange Real estate investors who want to sell a property without having to pay capital gains can use a 1031 exchange....
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Nate Carter
4 min read
Ready to Retire? Don't Focus on Portfolio Size
Is $2 Million Enough to Retire? We have all seen the articles questioning if a certain sized portfolio is enough to retire. Whether it is...
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Nate Carter
7 min read
Biden's Plan: 2021 Brings New Taxes
As we enter the Biden Presidency in 2021 investors should be prepared for new taxes. The details will be negotiated in Congress, but...
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Nate Carter
4 min read
Roth 401k vs. 401k Which is Better?
A 401(k) or a Roth 401(k) which is better for your retirement goals. Some key factors to consider.
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Nate Carter
5 min read
Tyrannosaurus Debt Chomps Our Future
The venerable Schoolhouse Rock released the Tyrannosaurus Debt video in 1996 warning young Americans about Congress’ profligate spending...
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Nate Carter
8 min read
How to Pay for College
A four college education can cost between $100,000 and $200,000 but there are many strategies to help cut these college expenses.
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Nate Carter
5 min read
Understanding Income and Losses; Including Real Estate Passive Losses
Do you know the three types of income and losses that exist? Learn how to use them to your advantage particularly real estate passive losses
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