Tag Archives: Taxes

69. Get The 411 On The 1031 With Paulo Aguilar



Let’s face it—everyone loves a tax-deferred financial strategy, and the real estate business is no different. Enter: the 1031 tax exchange, which allows the owner of US real estate to defer the capital gains tax owed on the sale of the property.

In this episode, Peter Raskin is joined by Paulo Aguilar, vice president at Inland Securities Corporation, to discuss the 1031 tax exchange, and how real estate investors can utilize this tax-deferred strategy. Paulo reveals the origins of the 1031 and its use in modern real estate.

Paulo discusses:

  • What the 1031 exchange tax code is
  • How you can leverage the code to create equity
  • The necessary parties involved in a 1031
  • How Delaware Statutory Trusts (DSTs) can be used as a 1031 exchangeable option
  • And more!

Connect with Paulo Aguilar:

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CRN-3874965-101921

Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

 


Episode 55: The Difference Between “Live On” and “Leave On” Assets



Most of you have been working for a long time, and as a result, have become good savers. 

However, at some point in life, you will retire, rely upon the wealth you built, and eventually pass down everything you have to someone or something you care about.  

While preparing your assets to be passed on, it’s critical to consider which will be “live on” assets, and which will become “leave on.” Find out how to do this in this episode, as Peter Raskin helps you understand the difference between these types of assets and the planning-related factors you must consider with each. 

In this episode, you will learn:

  • Tax considerations associated with retirement-related “live on” assets  
  • Why and how to protect “live on” assets 
  • Why life insurance can be a helpful vehicle when leaving wealth to your beneficiaries or heirs 
  • Updating estate planning documents and wills as part your legacy planning process
  • And more!

Tune in today and find out how taxes and planning differ depending on the assets you’ll be transferring! 

Resources: Raskin Planning Group | Podcasts | Resources | Peter Raskin 

CRN-3488798-031121

Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.