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Comments:
This paper indicates conversions probably aren't to my benefit When and for Whom Are Roth Conversions Most Beneficial? Despite marginal rates being lowered by Congress for 60% of the years between 2000 and 2025 my rates while making traditional contributions were still higher than are or will ever be in retirement.
Post: Called to Account
Link to comment from January 27, 2024
Here's all the options I'm aware of. 1.1031 Exchange aka "Buy, Borrow, Die" 2.721 Exchange A tax deferred REIT, no deadlines, 1031 eligible 3. DST Fractional shares avoid deadlines& boot tax, 1031 eligible 4.CRUT Charitable Remainder Unit Trust Irrevocable, fixed-term income, limited tax deduction 5.IDGT Intentional Defective Grantor Trust for heirs 6.GRATS Grantor Retained Annuity Trust for heirs 7.QPRT Qualified Personal Residence Trust not in al states 8.CGAT Charitable Gift Annuity Irrevocable, lifelong income, limited tax deduction 9.FCGA Flexible Charitable Gift Annuity Irrevocable, lifelong income, limited tax deduction
Post: Are We Qualified?
Link to comment from January 18, 2024
Rick, Have you considered donating the property to charity via a charitable remainder unit trust? Annual income stream of ~5% of donated value covered by large tax break for the first several years. no tenants, toilets or sched-E
Post: Are We Qualified?
Link to comment from January 18, 2024
Totally.
Between 2010 and 2020 the odds and impact of the FED triggering rampant inflation were both rampant and wrong.
In 2020, investors were convinced that paying high prices for stocks popular with the wider public would make them rich. During 2021, they thought big tech would be immune to rate increases. At the end of 2022, they thought recession was a done deal. By December 2023, they believe the economy is heading for a soft landing and lower interest rates.Post: Don’t Trust Your Gut
Link to comment from December 27, 2023
The still prevailing ethos of "We're Masters of the Universe doing God's Work"
Post: What aspect of Wall Street do you find most distasteful?
Link to comment from November 11, 2023
In my work with the conflicted, addicted and convicted guilt shame, regret and remorse achieved toxic levels fueling selfish and self destructive behavior. All manner of profligacy and occasionally irreversible dissipation resulted.
Post: House of Cards
Link to comment from October 8, 2023