REAL ESTATE INVESTING

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  • TAX-EFFICIENT-SOLUTION-CROWDFUNDING-MULTIFAMILY

[Webinar replay] CalTier and Alto IRA join forces to offer a brilliant solution to building wealth!

CalTier and Alto IRA have joined forces to provide the everyday investor with a tax-efficient solution to build wealth with commercial real estate. Use Alto's Digital Self-Directed IRA to invest in the Caltier Portfolio Fund and much more..... Check out the webinar replay below to learn more about tax-efficient investing:     *The partnership benefits between CalTier and AltoIRA are based on the 'Pro' account terms. The following fees apply: Account opening fee: $250 Partner Investment fee: $10 You will be charged the account opening fee by Alto of $250 when setting up your account. CalTier will reimburse the ...

September 18th, 2021|
  • TAX-EFFICIENT-REAL-ESTATE-MULTIFAMILY-CROWDFUNDING

Tax Efficient Investing for Real Estate

Matt Belcher talks with James Jones about tax-efficient real estate investing using self-directed IRA's.   Click below to watch the video  

July 9th, 2021|
  • RETIRMENT-SELF-DIRECTED-IRA-REALESTATE-RETIRE-EARLY

Is Real Estate Part of your Retirement Plan?

It is generally agreed that a balanced portfolio is a sensible strategy for most folks planning their finances for retirement. But what does this usually look like? Typically, most people have some mix of directly owned stocks or through a mutual fund or EFT, bonds, and perhaps some other asset classes. Real Estate is considered a solid alternative to adding to the mix. Why? It often performs as well as the S&P 500 (historically, this has been the case, as seen in this Fool.com article) but doesn't tend to fluctuate as stocks do. So there is a little more confidence and ...

April 4th, 2021|

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