Monthly Archives: August 2017

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15 08, 2017

1031 Exchange

By |2020-09-30T08:52:30-07:00August 15th, 2017|Tax|0 Comments

1031 Exchange If you are a real estate investor or own any type of real estate that produces income for you, you should be familiar with a 1031 exchange. This exchange allows you to defer capital gains if you sell your investment property and use the money to purchase a new investment property. These [...]

11 08, 2017

5 Reasons Why Annuities Are Important for Retirement

By |2020-09-30T08:54:17-07:00August 11th, 2017|Financial|0 Comments

Why Annuities Are Important for Retirement A successful retirement plan is composed of many different elements. One of these elements are annuities. Why are annuities so important? In this article, we will go over 5 reasons why annuities are important for retirement. 1. Disciplined Savings During the accumulation phase, most annuities have strict rules [...]

3 08, 2017

Your 401(k) Options

By |2020-09-30T08:55:37-07:00August 3rd, 2017|Advisory|0 Comments

Changing Employment-Your 401(k) Options It is important to understand your 401(k) options when you are changing employment. If you lost your job or got a different one there are certain things you need to be aware of. In this article, we will go over your options and your employee’s rights regarding your 401(k). Your [...]

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