Deferral of Gains on Real Estate Investments

I’ve previously talked about real estate as an investment asset class. Of course, the challenge already identified is that when you sell investment real estate, you now must recapture depreciation and you’ll be also taxed on capital gains. Are there strategies to defer gains or maybe even eliminate them on the sale of your property? […]

Taxation of Real Estate Investments

If you’re a real estate investor, of course one of the big bugaboos is real estate taxation – how do you maximize the tax benefit of your real estate investment? To an extent, almost all of us are real estate investors, even if we’re not thinking about it. As a homeowner you’re enjoying a mortgage […]

Real Estate as an Asset Class

Real estate as an investment asset class. What are the merits? What are the pitfalls? How do you avoid them? From the beginning of the century through the end of 2021, the FTSE NAREIT All Equity REITs Index gained 9.6% versus 7.7% for the S&P 500. It has been one of the best investment asset […]

With Interest Rates Climbing, What To Do With Cash Right Now?

Interest rates are finally reverting to some sense of normalcy. For savers that’s great news. Now the question is, what’s the best harbor for your cash today? As you’re probably aware, everyone’s talking about higher interest rates. After years and years of sub 1% returns all of a sudden we see 3.3, 3.5, 4. But […]

Making This Tax Season Less Painful

Well, now that the holiday season’s over, we’re already looking at filing tax returns once again. We’re going to talk today about how do we minimize the pain and mitigate the suffering that goes along with filing your taxes each year. At Avion Wealth, our focus is mitigating your taxes and maximizing your cash flow, […]

Secure Act 2.0: Now You Can Rollover a 529 to Roth IRA

  So, in the last couple of videos we’ve talked about the Secure Act 2.0. Today, we’re going to talk about an intergenerational gift from Washington DC that’s buried into this act and it’s the 529 to Roth sleight of hand. Effective 2024, these new rules, which are slightly complicated, suggest that if you have […]

Secure Act 2.0 Extends IRA Required Minimum Distributions

  Secure Act 2.0. This is the second in the series of videos talking about all the goodies in the latest Secure Act with regards to IRAs and other retirement accounts. The big conversation for today is how are the new required minimum distributions going to affect you and your family? The good news is, […]

A Recap Of 2022: An Extreme Year For Investors and Making 2023 A Great Year!

  Today we’re going to talk briefly about some of the bright spots on the horizon for 2023, recap some of the highlights of last year, and finally talk about the new Secure Act and all the goodies that are embedded in that law. So as we know, 2022 was one of the worst year […]

Will 2023 Be A Return To Normalcy?

  Since the Great Depression in 1926, we haven’t seen such awful returns for balanced investors. 12 month returns this year, for people who are 100% in stocks, were actually better than those who are 50/50, 60/40. The bonds are the problem. Diversified portfolios have had a stunningly difficult year. Stocks didn’t have a great […]

Unfamiliar Territory For Bondholders

  Bonds. Let’s talk bonds. Interest rates are climbing, and that translates to bondholder losses. You’ve seen them on your statement, but we are getting increased yields. So, what’s the bottom line? Inflation has caused interest rates to climb. The fed’s fighting it relentlessly, and when interest rates climb, bond yields are expected to go […]