Real estate investment has long been a component of wealth-building for many high-net-worth individuals (HNWIs). Beyond generating cash flow and building equity, one of its most compelling advantages lies in its tax efficiency. The tax benefits of real estate investment provide investors with powerful tools that have the potential to help them preserve wealth. The […]
When it comes to retirement planning, one strategy for accredited investors with substantial IRA holdings is the discounted Roth conversion. This method is designed for individuals with IRAs exceeding $1 million who are concerned about taxes and are also planning for their retirement and legacy. To make this most of this strategy, it can be […]
If you’re thinking about a discounted Roth conversion, you’ll want to know its tax implications before moving forward. There are certain considerations to make, and you’ll want to think about timing too. Once you know your options, you’ll be able to decide what’s best for your situation, and when a conversion might make sense. Consider […]
Investment Opportunities with Benefits If you earn at least $100,000 in passive income, or have clients that do, there could be a way to put those dollars to work. Doing so could benefit you even more. The advanced tax planning tool is especially helpful if you earn more than $628,300 as a married couple filing […]
How to Choose High Quality Real Estate Start a search for real estate investment opportunities, and you’ll quickly come up with a long list of options. Among the ones you find, many will boast of tax benefits. They’ll offer to help you save a certain amount of what you owe each year to the IRS. […]
Understand Income Taxes for Accredited Investors Is your annual income at least $200,000? Or do you have a net worth of $1 million (excluding the value of your home)? If so, you could qualify to be an accredited investor. If you meet these criteria or surpass them, you could benefit from advanced tax planning. That’s […]
What Are the Levels of Investors? While most of us will have a reaction when the word “taxes” is spoken, do you know what the phrase “tax planning” means? It’s different from other terms surrounding payments to the IRS, including tax preparation. Tax planning can be a key strategy for high-income investors. Why Does it […]
Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.
Coastal and CoastalOne are trade names for the Coastal Companies. The Coastal Companies are Coastal Equities, Inc., Coastal Investment Advisors, Inc., a US SEC Registered Investment Adviser and Coastal Insurance Services which is made up of several affiliated insurance agencies, co-located at 1201 N. Orange Street, Suite 729, Wilmington DE 19801