UNCOVERED: 20 - The Untold Story

The Golden Window: A Top Tax Strategy for the Right Retirees

Maximize your retirement savings and minimize your tax burdens by taking advantage of the strategic 'Golden Window' before Social Security and RMDs begin.

Kiplinger · Mar 1, 2025

A Little-Known Tax Buster for Rich Retirees: Zero-Coupon DST

Maybe you've heard of using Delaware statutory trusts to defer taxes on real estate investments, but zero-coupon DSTs take those benefits a step further.

Kiplinger · Feb 27, 2025

It’s time we asked: what is the cost not just to the budget, but to society, when the richest are helped to get richer?

The question ‘how do we pay for it’ only seems to come up when the government spends money on things that help low and middle-income earners

The Guardian - AU · Feb 26, 2025

The Future of 1031 Exchanges Under Trump Looks Bright

As a real estate investor himself, President Trump appears poised to preserve the tax-deferring power of this strategy. But you still must follow the rules.

Kiplinger · Feb 8, 2025

Crypto Earnings and iGaming Winnings - How Do They Tax Them?

We live in a time where there are more opportunities to make or win money online than ever before. As well as side hustles like writing or design work, two areas that have really advanced are iGaming and cryptocurrency.

inkl · Feb 7, 2025

Five Strategies to Defer Capital Gains in Real Estate Investing

These powerful strategies, from timing your sales during low-income years to leveraging qualified opportunity zones, can defer capital gains taxes on your real estate investments.

Kiplinger · Feb 5, 2025

How Labour can make homes more affordable

Letters: Puncturing this Ponzi scheme is the only way, writes John Worrall. Starmer doesn’t have the guts, says Stan Collins. And Rob Harris doesn’t want to see capital gains tax applied to his home

The Guardian - UK · Feb 2, 2025

Sophisticated Planning With Flexible Irrevocable Trusts

A flexible irrevocable trust can minimize taxes on capital gains, ordinary income, estate tax and property tax.

Kiplinger · Jan 30, 2025

Ease the Tax Bite When You Tap Retirement Accounts

Savvy retirees tap retirement accounts with a tax plan. Each type of account may have different tax rules and rates, so know before withdrawing funds.

Kiplinger · Jan 27, 2025

Why is the capital gains tax making the U.S. housing crisis worse?

The capital gains tax exclusion for primary residences hasn’t changed since 1997. The dramatic gains in home values mean this tax law is worsening the housing crisis.

Fortune · Jan 27, 2025