Investment
Strategies Designed to Preserve Capital and Accumulate Wealth
1031
Exchange
Section 1031 of the Internal Revenue Code authorizes tax deferred
exchanging. This method that allows a property owner to trade
one property for another without having to pay federal capital gains
tax on the transaction.
Lynette Morrison
can team up with your tax accountant to determine what strategy is
best for you. Lynette helps with;
- Advantages
and Disadvantages of Exchanging
- Justification
for Tax Deferral
- Types
of Exchanges
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Investment
Groups
Diversify Your Assets. Many investors want the greater tax
advantages and potential appreciation real estate can offer that other
investments in stocks and bonds can not.
Lynette Morrison
continues to grow her client base of individuals who want to invest
in real estate but do not want the asset management hassles. They
also would prefer to diversify their investments in different product;
retail, office and land development in various locations in Central
Texas. As opportunities become available for limited partnerships
or limited liability corporations she offers these investments to
her clients.
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Self
Directed Retirement Investing
IRAs and 401Ks Invested in Real Estate. This opportunity
has been available since the '70's but few have taken advantage of
it. Most brokerage firms offer stock and bond investments only because
they are easily traded. However, understanding the logic of a stock's
performance in the market is often guess work. So many of us hope
we've invested in enough different stocks that if one goes down another
in our basket will go up.
Investing in
real estate in a market area that is familiar to you is a way to diversify
your retirement portfolio with the advantage of avoiding paying taxes
on the income or the gain on sale. Section 4975 of the Internal Revenue
Code must be carefully met, but when followed properly can yield greater
tax free returns.
Information
Request >>
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