FLAT FEE FINANCIAL BLOGS

Explore insightful financial wisdom and expert advice on Flat Fee Financial Blogs – your key to a secure and informed financial journey

The Ultimate Guide To Net Unrealized Appreciation (NUA) - Microsoft 401 (k) Rollover Example

Net Unrealized Appreciation or NUA is one of the most powerful tax advantages in our tax code. NUA allows...

Cost segregation can be a powerful tax strategy for real estate investors, but it's not always the right move for every property owner.

When it comes to giving money away, there is typically a strategy that can help you increase your impact without requiring you to give any..

One of the largest tax savings events I have seen is when a client dies, and their assets receive a step-up in cost basis...

Tax planning is one of the best ways to receive a guaranteed return on your dollars. However, it requires good record-keeping, year-round...

What is a DST (Delaware Statutory Trust)? Real Estate Transition Solutions defines a DST as... "A Delaware Statutory Trust is a real...