Over the nearly thirty years of practice in financial planning and banking, I have been approached by many clients seeking to avoid paying taxes on highly appreciated real estate investments. There are a few options available to investors and some are better than others. It all depends on the facts presented and the goals of the client. In other posts, I've spoken about some alternative ... Read More
income for life
Beware the Siren Call
Like the mythical siren's call, the pitch is enticing - a seemingly perfect investment. Investors can buy into a contract offering a minimum return with the potential to capture the upside of increases in the stock market while avoiding portfolio value declines if - and when - the market goes down. This blend of promises can be found in 'equity-indexed annuities" or EIAs offered by insurance ... Read More
