Integras Insights

Insightful, Curated Articles to Help You Make Sound Financial Decisions

Tax Deferred Exchanges with UPREIT Programs

Tax Deferred Exchanges with UPREIT Programs

If you sell an investment property like a rental home or other piece of commercial real estate, you will owe taxes on the gain. Between capital gains tax and depreciation recapture, a taxpayer could pay more than 1/3 of their gain in taxes. Many investors turn to DST...

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Deferring Tax on the Sale of Investment Property

Deferring Tax on the Sale of Investment Property

If you sell an investment property like a rental home or other piece of commercial real estate, you will owe taxes on the gain. Between capital gains tax and depreciation recapture, a taxpayer could pay more than 1/3 of their gain in taxes. Many people aren’t aware...

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Young Professionals: Establish Healthy Investing Habits

Young Professionals: Establish Healthy Investing Habits

Meet Megan. She’s in her early 30s, single, and fairly stable in her career, although she may change employers. Like most younger professionals we work with, Megan was unsure how to get started. She had a couple of previous company retirement accounts and a Roth IRA...

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Tax Smart Investing for Your Kids

Tax Smart Investing for Your Kids

Clients often ask us how to begin investing for their kids or grandkids. As always, starting early pays the greatest benefits. Here are two ideas to consider: 529 Plans allow you to invest cash for school expenses. The 529 account grows tax free, and money taken out...

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The Dilemma Facing Investors Today

The Dilemma Facing Investors Today

The Fed remains reluctant to lower short-term interest rates, as the inflation outlook heads back up towards 3%. Slowing economic growth and sustained employment weakness would prompt rate cuts. The technical chart below reflects that the bond market is expecting...

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Five Risks to Successful Retirement

Five Risks to Successful Retirement

Many people have unanswered questions about setting themselves up for a successful retirement. Below are the primary risks to consider and some general ideas for overcoming them.  We help our clients address these risks through financial planning, which starts with...

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