by Leila Mortaz | Jul 1, 2013 | Deferred Sales Trust, Home Seller Tips
If you are planning on selling your Los Gatos house in 2013 and your net proceeds will exceed $500,000 then you need to explore ALL your option to avoid paying a lump sum Capital Gains tax to IRS to the tune of 15%!! But you could be paying more since 15% only...
by Leila Mortaz | Jun 3, 2013 | Deferred Sales Trust, Home Seller Tips
With the 2013 increase of Capital Gains Tax rates; Deferred Sales Trusts have become an effective tool for Financial Planners to help their clients defer, delay and some times avoid Capital Gains Taxes. In this post we wanted to high light the benefits of holding...
by Leila Mortaz | Jun 3, 2013 | Deferred Sales Trust, For Sale By Owner, Home Seller Tips, Real Estate (Residential)
Using a Trust to for managing Real Estate Assets is not new, but with the 2013 increase of Capital Gains tax they are becoming beloved tools of Financial Planners to help their clients avoid hefty Capital Gains Tax. In this post we wanted to high light the benefits of...
by Leila Mortaz | May 23, 2013 | Deferred Sales Trust, Home Buyer Tips, Home Seller Tips, Real Estate (Residential)
Many 401(k) plans allow employees to make a hardship withdrawal because of immediate and heavy financial needs. Generally, hardship withdrawal and distribution are limited to the amount of the employee’s contribution and do not include any income earned on the...
