Opportunities In REITs & Passive Income

10/25/24 • 38 min

In this engaging episode of "New Focus on Wealth," certified financial planner Chad Burton delves into the intricacies of the current financial landscape, offering listeners a comprehensive market update that highlights the impressive performance of tech-heavy indices like the NASDAQ and the S&P 500. He meticulously analyzes the recent fluctuations in interest rates, emphasizing their impact on bond values and the importance of strategic cash management in a volatile environment. Furthermore, Chad explores the evolving real estate market, shedding light on the resurgence of real estate investment trusts (REITs) and the potential for lucrative opportunities in commercial properties. He also addresses critical tax and estate planning updates, including the implications of upcoming changes in standard deductions and estate tax exemptions, urging listeners to reassess their financial strategies in light of these developments. With a wealth of insights and actionable advice, this episode serves as an invaluable resource for anyone looking to navigate the complexities of personal finance and investment in today's dynamic economy.

Tune in now to learn more!

Timestamps:

[00:01:13] NASDAQ performance for the year.

[00:06:38] Real estate and interest rates.

[00:08:56] REITs as tax-efficient income.

[00:12:15] Passive real estate investing options.

[00:14:03] Tax implications of unrealized gains.

[00:19:17] Tax cuts for middle-income Americans.

[00:24:20] Global crisis and political divisiveness.

[00:25:57] Charitable gifting and tax deductions.

[00:28:15] Charitable giving tax strategies.

[00:32:42] Digital assets in estate planning.

[00:36:03] Discretionary trust distribution strategies.

Email your money question to [email protected]

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

Tune in now to learn more!

Timestamps:

[00:01:13] NASDAQ performance for the year.

[00:06:38] Real estate and interest rates.

[00:08:56] REITs as tax-efficient income.

[00:12:15] Passive real estate investing options.

[00:14:03] Tax implications of unrealized gains.

[00:19:17] Tax cuts for middle-income Americans.

[00:24:20] Global crisis and political divisiveness.

[00:25:57] Charitable gifting and tax deductions.

[00:28:15] Charitable giving tax strategies.

[00:32:42] Digital assets in estate planning.

[00:36:03] Discretionary trust distribution strategies.

Email your money question to [email protected]

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

Previous Episode

Understanding Assumable Mortgages & Evaluating The Decision To Roll Over A 401k To An IRA

In this episode of "New Focus on Wealth," certified financial planner Chad Burton delves into the intricacies of the current financial landscape, offering listeners a comprehensive analysis of market trends, interest rates, and investment strategies. He highlights the recent performance of various indices, including the NASDAQ and S&P 500, while addressing the implications of the Federal Reserve's interest rate adjustments and the ongoing economic stimulus in China. Chad also tackles listener questions, shedding light on the often-overlooked topic of assumable mortgages in today's high-rate environment, and discusses the merits of Roth IRAs versus traditional 401(k)s, emphasizing the importance of tax planning for future financial security. With a wealth of insights and practical advice, this episode serves as a valuable resource for anyone looking to navigate the complexities of personal finance and investment in a rapidly changing world.

Tune in now to learn more!

Timestamps:

[00:01:48] Emerging markets performance update.

[00:06:17] Volatility Index and market fear.

[00:10:00] Assumable mortgages explained.

[00:14:24] Assumable loans and inheritance.

[00:15:40] Inheriting IRAs and tax implications.

[00:19:14] Tax-free growth vs. tax breaks.

[00:22:46] Tax strategies for retirement savings.

[00:26:39] Estate planning in Nevada.

[00:30:44] 1031 exchanges for real estate.

[00:34:37] IRA to Roth conversions.

[00:37:08] Charitable giving from IRA.

Email your money question to [email protected]

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

Next Episode

Understanding Valuations: Analyzing The S&P 500 & Growth vs. Value

In this episode of New Focus on Wealth, host Chad Burton, a Certified Financial Planner, discusses the current state of the market as we approach the end of the year. He highlights a busy period marked by clients selling businesses and estate planning issues. Chad notes that 2024 is shaping up to be significant for the market, with the recent Trump red wave positively impacting stock performance. He provides insights into the impressive run of NVIDIA, which has surged 183% in 2023, despite a recent dip. Chad emphasizes the importance of understanding revenue growth trends in the context of market expectations.

Tune in now to learn more!

Timestamps:

[00:01:55] Stock market performance overview.

[00:04:29] Inverse relationship of bond rates.

[00:08:30] S&P 500 earnings expectations.

[00:11:12] International markets and investment potential.

[00:15:08] Private equity market changes.

[00:19:13] Future tax implications for retirees.

[00:22:11] Estate tax planning strategies.

[00:25:21] Charitable giving from IRA.

[00:28:54] Better cashflow and ease in life.

Email your money question to [email protected]