Real Life Planning

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

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

What if your home could help pay for itself? ?? From renting out rooms to investing in a duplex, house hacking could make homeownership more affordable.