Bonus Depreciation, Retirement Income, and Portfolio Diversification with Real Estate - 433
Your Money, Your Wealth · Joe Anderson, CFP® & Alan Clopine, CPA
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Show Notes
How does bonus accelerated depreciation work when it comes to commercial real estate? Is real estate a good source of retirement income, and can it take the place of safe assets like bonds in your investment portfolio? Plus, can investments be transferred in-kind from an inherited trust to a brokerage account? And what tips do the fellas have for ace-ing the CFP exam and launching a career as a financial advisor?
Timestamps:
- 00:43 - Bonus Accelerated Depreciation on Commercial Real Estate Purchase (Papa Joe, Naples, FL)
- 07:04 - Is Real Estate a Good Investment for Retirement Income? (Doctor Jerry, Waco, TX - from episode 426)
- 13:00 - Is Real Estate a Substitute for Bonds in a Diversified Investment Portfolio? (Don, VA - from episode 416)
- 17:08 - Can I Move Investments In-Kind From Inherited Trust to Brokerage Account? (George, KS)
- 24:15 - Tips for Taking the CFP Exam and Building a Career as a Financial Advisor (Craig, St. Clairsville, OH)
Access this week's free financial resources in the podcast show notes at https://bit.ly/ymyw-433
- Real Estate Retirement Income Webinar - Wednesday June 21, 2023, 12pm PT/3pm ET - register now
- 10 Tips for Real Estate Investors Guide
- Episode Transcript
- Ask Joe & Big Al On Air for your Retirement Spitball Analysis