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SIMPLE & SEP IRAs

SIMPLE IRA (Savings Incentive Match Plans for Employees) A SIMPLE IRA plan is an IRA-based retirement plan that gives small employers a simplified method to make contributions toward their employees’ retirement as well as their own retirement. Under a SIMPLE IRA plan, employees may choose to make a “pre-tax” salary reduction contribution and the employer [...]

401(k) Plans

401(k) Plan A 401(k) plan allows employees to contribute a portion of their pre-tax salary to a tax-deferred retirement plan. Some companies provide a matching contribution as an extra incentive for the participants to contribute. Generally an employee must leave the money in the 401k plan until they leave the company. Some companies provide [...]

Traditional & Roth IRAs

Traditional IRAs A Traditional IRA is an individual retirement arrangement (IRA) in the United States. An IRA is held at a custodian such as a bank or brokerage and proceeds within an IRA may be invested in anything that the custodian allows, such as, stocks, bonds, mutual funds, real estate, etc. Contributions made to a Traditional IRA are typically made on a [...]

Real Estate Fund Management

Real Estate Funds are another method by which investors may pool their money to acquire real estate assets. These funds generally raise smaller amounts of money than a REIT (usually up to $25 million) and will typically acquire fewer properties than a REIT. They may also look to achieve more growth opportunity and as [...]

1031 Exchanges

What is a 1031 Exchange? A 1031 tax-deferred exchange enables investors to reinvest the proceeds from the sale of investment property in one or more replacement properties without incurring immediate federal (and most state) capital gains taxes on the appreciated value. When the sale and purchase meet the 1031 exchange criteria, taxes are deferred until [...]