by admin-wfsnerd | Feb 7, 2023 | Uncategorized
DST vs 1031 What You Need to Know What is a Deferred Sales Trust (DST)? A tax-deferment strategy for selling an investment property. Utilizes a trust structure to defer capital gains taxes. Investors receive a guaranteed income stream and potential growth...
by admin-wfsnerd | Feb 1, 2023 | Uncategorized
Allodial Title: The Key to Tax-Free Property Ownership What is an Allodial Title? An allodial title is a type of property ownership that frees the owner from paying property taxes. It is a form of ownership where the property is owned outright and cannot be...
by admin-wfsnerd | Jan 21, 2023 | Uncategorized
Boli Introduction BOLI, or Bank Owned Life Insurance, is a type of life insurance that is purchased and held by national banks. But how much money do banks have invested in BOLI and which banks have the most holdings? In this post, we’ll explore the ins...
by admin-wfsnerd | Jan 16, 2023 | Uncategorized
Term Life Insurance Introduction “Are you aware of the benefits and drawbacks of term insurance? Keep reading to learn more about this important coverage option.” Old vs New Term Insurance “When it comes to term insurance, it’s important...
by admin-wfsnerd | Jan 14, 2023 | Uncategorized
Retirement Contribution Limits Introduction Contributions limits for retirement accounts such as 401K, IRA, and Roth IRA have been set at $22,500 for 2023, with catch-up contributions for those over 50 at $6,500. For high-income earners, there are additional...
by admin-wfsnerd | Jan 3, 2023 | Uncategorized
Setting up your kids for their financial future As a parent or grandparent, you want to set your children or grandchildren up for success in all aspects of their lives. One way to do this is by planning for their financial future. One option to consider is...
