Did you know you can superfund a 529 plan? ?? A single filer can front-load up to 5 years of annual exclusions gifts ($95K single files or $190K for a married couples filing jointly) in one go—letting it grow tax-free for future education costs! #CollegeSavings #529Plan
Real Life Planning
金融服务
Gladstone,NJ 136 位关注者
Real Life Planning offers unbiased personal financial planning to real estate investors -- and those who dream of it.
关于我们
We're rental property owners, financial planners and real estate investors -- so we speak both real estate and financial planning. As Fee-Only, fiduciary planners, we work for you, not for Wall Street. Real Life Planning founder Cynthia Meyer is a CERTIFIED FINANCIAL PLANNER? and holds the CFA? charter. Member of the XY Planning Network.
- 网站
-
https://reallifeplanning.com/
Real Life Planning的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Gladstone,NJ
- 类型
- 私人持股
- 领域
- Financial Planning、Fee-Only、Fiduciary、Real Estate、Investment Management、Financial Wellness、Cross Border Planning、Real Estate Investing和Rental Real Estate
地点
-
主要
US,NJ,Gladstone,07934
Real Life Planning员工
动态
-
Financial planning should be available to people from all walks of life, and shouldn't be dependent on how much you have invested in securities accounts. That's why I started Real Life Planning, and why I'm teaching other CERTIFIED FINANCIAL PLANNERS? best practices to serve real estate investors by co-founding Real Estate Financial Coach. Here's a podcast about how this all got started. #realestatefinancialplanning #realestateinvesting #financialplanning #continuingeducation #refc #realestatefinancialcoach https://lnkd.in/efmMUVQy
-
Have you ever thought of marriage as an economic partnership? When both spouses row in the same direction financially, it can be a game-changer! ???? #FinancialPartnership #MoneyAndMarriage
-
Want to make the most of your 529 plan? ?? Tuition, fees, and required books qualify, but expenses like transportation and healthcare don’t—check IRS.gov or SavingForCollege.com to stay on track! #CollegeSavings #529Plan
-
Have you ever inherited a property and wondered what to do next? Many accidental landlords find themselves turning an inherited home into a rental—sometimes alongside siblings or cousins! ???? #AccidentalLandlord #RealEstate
-
What do those tax forms really mean? In this episode of the Real Life Planning Podcast, co-host Vekevia Tillman-Jones breaks down Schedule E and why you may see partnership income and S Corp dividends on it. Watch now: https://lnkd.in/e83fmvBf #RealLifePlanningPodcast #RealEstateInvestors #TaxPreparation
-
-
Why are so many property owners seeing their insurance rates skyrocket—or worse, getting dropped altogether? In this guest post, Stephen Meyer breaks down what’s really going on in the insurance market and how it affects the costs of owning a home or rental property. ???? Read more here: https://lnkd.in/eNk2itHd #RealEstateInvesting #InsuranceRates #RiskManagement
-