Are you looking for ways to optimize your real estate investments and potentially defer taxes? Watch our latest recording where we explore how 1031 exchanges into Delaware Statutory Trusts (DSTs) may potentially provide a path to passive income while reducing the burden of property management.

Presented by Chad Burton, CFP®, this seminar walks you through the current real estate environment, trends in 1031 exchanges, and how DSTs can likely enhance your investment strategy.

In this recording, we discuss topics such as:

• Understanding 1031 exchanges and how they work

• Exploring the factors of DSTs for passive investment income

• Considerations for real estate owners looking to diversify

• Strategies for deferring capital gains taxes while maintaining income flow

This seminar is ideal for real estate investors, property owners, and individuals interested in simplifying their real estate portfolios while seeking tax-efficient investment strategies.

The information being presented in this video is aimed at individuals who have at least $500,000 in investable assets.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

*Investable assets include qualified retirement plans (IRA, Roth IRA, 401(k), taxable brokerage, cash (savings/checking) and CDs. Investable assets do not include your home, vehicles, or collectibles.

In this episode, Chad Burton joins Rob Black to uncover the secrets of turning underperforming real estate into a reliable source of passive income. Learn how to spot problem rental properties and transform them into opportunities through strategies like 1031 exchanges, Delaware Statutory Trusts (DSTs), and 721 exchanges. Chad and Rob also explore how to seamlessly swap a single rental property into a diversified real estate portfolio. Whether you're a seasoned investor or just getting started, this episode is packed with actionable insights to help you maximize your real estate potential.

Tune in now to unlock the keys to smarter investing!

In this episode of New Focus on Wealth, host Chad Burton, a Certified Financial Planner, discusses the current state of the market as we approach the end of the year. He highlights a busy period marked by clients selling businesses and estate planning issues. Chad notes that 2024 is shaping up to be significant for the market, with the recent Trump red wave positively impacting stock performance. He provides insights into the impressive run of NVIDIA, which has surged 183% in 2023, despite a recent dip. Chad emphasizes the importance of understanding revenue growth trends in the context of market expectations.

Tune in now to learn more!

Timestamps:

[00:01:55] Stock market performance overview.

[00:04:29] Inverse relationship of bond rates.

[00:08:30] S&P 500 earnings expectations.

[00:11:12] International markets and investment potential.

[00:15:08] Private equity market changes.

[00:19:13] Future tax implications for retirees.

[00:22:11] Estate tax planning strategies.

[00:25:21] Charitable giving from IRA.

[00:28:54] Better cashflow and ease in life.

Email your money question to chad@chadburton.com

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

In this engaging episode of "New Focus on Wealth," certified financial planner Chad Burton delves into the intricacies of the current financial landscape, offering listeners a comprehensive market update that highlights the impressive performance of tech-heavy indices like the NASDAQ and the S&P 500. He meticulously analyzes the recent fluctuations in interest rates, emphasizing their impact on bond values and the importance of strategic cash management in a volatile environment. Furthermore, Chad explores the evolving real estate market, shedding light on the resurgence of real estate investment trusts (REITs) and the potential for lucrative opportunities in commercial properties. He also addresses critical tax and estate planning updates, including the implications of upcoming changes in standard deductions and estate tax exemptions, urging listeners to reassess their financial strategies in light of these developments. With a wealth of insights and actionable advice, this episode serves as an invaluable resource for anyone looking to navigate the complexities of personal finance and investment in today's dynamic economy.

Tune in now to learn more!

Timestamps:

[00:01:13] NASDAQ performance for the year.

[00:06:38] Real estate and interest rates.

[00:08:56] REITs as tax-efficient income.

[00:12:15] Passive real estate investing options.

[00:14:03] Tax implications of unrealized gains.

[00:19:17] Tax cuts for middle-income Americans.

[00:24:20] Global crisis and political divisiveness.

[00:25:57] Charitable gifting and tax deductions.

[00:28:15] Charitable giving tax strategies.

[00:32:42] Digital assets in estate planning.

[00:36:03] Discretionary trust distribution strategies.

Email your money question to chad@chadburton.com

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

In this episode of "New Focus on Wealth," certified financial planner Chad Burton delves into the intricacies of the current financial landscape, offering listeners a comprehensive analysis of market trends, interest rates, and investment strategies. He highlights the recent performance of various indices, including the NASDAQ and S&P 500, while addressing the implications of the Federal Reserve's interest rate adjustments and the ongoing economic stimulus in China. Chad also tackles listener questions, shedding light on the often-overlooked topic of assumable mortgages in today's high-rate environment, and discusses the merits of Roth IRAs versus traditional 401(k)s, emphasizing the importance of tax planning for future financial security. With a wealth of insights and practical advice, this episode serves as a valuable resource for anyone looking to navigate the complexities of personal finance and investment in a rapidly changing world.

Tune in now to learn more!

Timestamps:

[00:01:48] Emerging markets performance update.

[00:06:17] Volatility Index and market fear.

[00:10:00] Assumable mortgages explained.

[00:14:24] Assumable loans and inheritance.

[00:15:40] Inheriting IRAs and tax implications.

[00:19:14] Tax-free growth vs. tax breaks.

[00:22:46] Tax strategies for retirement savings.

[00:26:39] Estate planning in Nevada.

[00:30:44] 1031 exchanges for real estate.

[00:34:37] IRA to Roth conversions.

[00:37:08] Charitable giving from IRA.

Email your money question to chad@chadburton.com

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

In this episode, Chad Burton provides a comprehensive market update, highlighting significant gains in various indices, including the NASDAQ and S&P 500, while also discussing the recent rally in the bond market due to declining interest rates. He emphasizes the importance of portfolio diversification, particularly for younger investors building wealth, and suggests strategies for rebalancing portfolios as markets reach all-time highs. Chad also addresses the impact of upcoming elections on market volatility and encourages listeners to consider charitable giving, particularly through donating appreciated stocks to avoid capital gains taxes. He explains the benefits of donor-advised funds and charitable remainder trusts for those looking to maximize their charitable contributions while managing tax implications. Additionally, he answers listener questions about long-term care insurance, estate planning for blended families, and strategies for managing inherited IRAs and annuities, underscoring the necessity of having a clear financial plan that accounts for taxes, inflation, and potential long-term care needs.

Tune in now to learn more!

Timestamps:

[00:02:08] Bond market changes and trends.

[00:05:12] Investing during market highs.

[00:08:06] Charitable gifting strategies explained.

[00:11:22] Charitable remainder trust benefits.

[00:16:29] Retirement planning and market risks.

[00:18:24] Long-term care insurance challenges.

[00:23:58] Estate planning before marriage.

[00:25:35] Estate planning and asset protection.

[00:30:40] Best states for estate planning.

[00:34:06] Inheriting IRA and annuity.

[00:36:54] Estate planning at age 90.

Email your money question to chad@chadburton.com

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

In this episode, Rob Black and certified financial planner Chad Burton discuss various aspects of personal finance, retirement planning, and the impact of inflation on financial decisions. They delve into common retirement questions, particularly the concern of whether individuals have enough savings to retire comfortably, especially in light of rising costs and changing economic conditions. Chad emphasizes the importance of understanding one's tax situation and the complexities of income sources in retirement, such as Social Security, pensions, and investment accounts. The conversation also touches on the rising costs of healthcare and insurance, the significance of maintaining health in retirement, and the potential benefits of concierge medicine and wellness investments. Additionally, they explore the complexities surrounding estate planning, particularly the distribution of assets to heirs and the importance of protecting those assets from potential divorce or lawsuits.

Tune in now to learn more!

Timestamps:

[00:02:17] Retirement income sufficiency concerns.

[00:04:50] Rising home insurance costs.

[00:10:12] Annuities and their confusion.

[00:12:30] Guaranteed lifetime income from annuities.

[00:15:12] Fiduciary financial planners explained.

[00:20:17] Health and retirement balance.

[00:21:34] Botox and mental health effects.

[00:26:28] Protecting assets for children.

[00:29:10] Healthcare spending and wellness.

[00:32:52] Gut health and wellness trends.

Email your money question to chad@chadburton.com

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

In this episode, Rob Black and certified financial planner Chad Burton discuss the current state of the financial markets, particularly focusing on the historical performance of September and the implications for retirement planning. They highlight the surprising resilience of the markets this year, with significant gains in major indices like the S&P 500 and NASDAQ. Chad emphasizes the importance of adjusting retirement withdrawal strategies, especially when markets are at all-time highs, and stresses the need for proactive portfolio management to avoid potential pitfalls during market corrections. The conversation also touches on the complexities of retirement planning, including the impact of inflation, required minimum distributions (RMDs), and the importance of tax-efficient strategies.

Tune in now to learn more!

Timestamps:

[00:01:25] Retirement withdrawal strategies.

[00:05:25] Retirement spending and inflation.

[00:10:18] Inheriting a spouse's 401k.

[00:12:24] Focus on Roth for heirs.

[00:14:25] Portfolio volatility in retirement.

[00:18:58] Withdrawal strategies in retirement.

[00:24:12] Inflation's impact on retirement planning.

[00:25:20] Wealth preservation retirement strategies.

[00:31:33] Estate planning mistakes.

[00:32:45] Updating estate plan beneficiaries.

Email your money question to chad@chadburton.com

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com