Tax Strategies

A comprehensive directory of free educational content created specifically for investors.

Article about How is Passive Income Taxed

How is Passive Income Taxed in 2022?

In this article, we’ll answer the question: how is passive income taxed? Along with relevant topics like, passive activity, 2021 passive income tax rates, and how investors may be impacted by changes to the Tax Cuts Act of 2018.  Also learn about the financial impact of short-term versus long-term investment, how they are taxed differently and why it matters.

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What is a Qualified Intermediary For a 1031 Exchange?

In this article, learn about the role of a Qualified Intermediary for a 1031 exchange. Topics also include: when and why a Qualified Intermediary is required, the responsibilities of a QI, exchange costs and QI fees, and how to find a great Qualified Intermediary.

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The Ultimate Estate Planning Guide for Wealth Preservation

In this article, you’ll learn the definition of estate planning, the difference between a will and a trust, as well as how living trust benefits can benefit both you and your loved ones. Ultimately you will learn how estate planning can help you to not only preserve your wealth, but to also provide for your loved ones after you’re gone. This article is based on this RealWealth® webinar hosted by estate planning expert, Clint Coons.

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