Podcasts Business Investing Your Money, Your Wealth Bonus Depreciation, Retirement Income, and Portfolio Diversification with Real Estate - 433

Bonus Depreciation, Retirement Income, and Portfolio Diversification with Real Estate - 433

Published: June 13, 2023, 11 a.m.

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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?\\xa0

Timestamps:

  • 00:43 -\\xa0Bonus 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\\xa0https://bit.ly/ymyw-433\\xa0

  • 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
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