An update from a Passive Investor Jeremy Roll

passive income Nov 15, 2019
 

Jeremy Roll is the co-Founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 with the goal of facilitating networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members.

What you will learn in this interview:

1. What is FIBI?
2. Definition of Passive Investing
3. Definition of Active Investing
4. What is a Syndication/Syndicator
5. What is an Operator the same as a Syndicator, Can they be different
6. What is a Principal?
7. How do you invest? Are you a Principal, Operator, etc.
8. What types of assets do you typically invest (e.g. apartments, mobile home parks, technology, etc.)
9. How are the splits typically?
10. Do you get a preferred return? If so, what's the typical return
11. How long has it been since you have made an investment in real estate?
12. Do your operators typically do a Cash-Out Refinance or...

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How To Achieve Financial Freedom by Reducing Your Taxes , An Interview with Eric Freeman, CPA, Part 2

passive income taxes Jun 14, 2019
 

This is part two of a (2) part video series.   If you missed part I, you can watch it here.  A major component of the Financial Freedom Formula (F3) methodology which helps anyone achieve Financial Freedom Quickly with Tax Efficient Passive Income, is to reduce one’s taxes.  Therefore, this week’s video will focus on that part of the methodology.   Here is a summary of what you will learn by watching the video:

  • How Has Tax Reformed Impacted CPAs and Real Estate Investors?
  • What is the 20% Pass Thru Deduction?
  • What Is Bonus Depreciation?
  • What is Section 179?
  • What do you recommend people do to mitigate the financial impact of the $10k maximum deduction for State and Local Income Taxes (S.A.L.T)?
  • Any Changes to 1031 Exchanges?
  • What is an Opportunity Zone and how does one benefit?
  • What is a Real Estate Professional (REP)?
  • How does one become a Real Estate Professional?
  • What is a Cost Segregation Study and how does this benefit...
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How To Achieve Financial Freedom by Reducing Your Taxes - An Interview with Eric Freeman, CPA, Part 1

passive income taxes Jun 07, 2019
 

This is part one (1) of a two (2) part video series.  As you may recall, a major component of the Financial Freedom Formula (F3) methodology which helps anyone achieve Financial Freedom Quickly with Tax Efficient Passive Income, is to reduce one’s taxes. 

Therefore, this week’s video will focus on that part of the methodology.   Here is a summary of what you will learn in the interview:

  • How Has Tax Reformed Impacted CPAs and Real Estate Investors?
  • What is the 20% Pass Thru Deduction?
  • What Is Bonus Depreciation?
  • What is Section 179?
  • What do you recommend people do to mitigate the financial impact of the $10k maximum deduction for State and Local Income Taxes (S.A.L.T)?
  • Any Changes to 1031 Exchanges?
  • What is an Opportunity Zone and how does one benefit?
  • What is a Real Estate Professional (REP)?
  • How does one become a Real Estate Professional?
  • What is a Cost Segregation Study and how does this benefit Real Estate Investors?
  • How does one find a good CPA...
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Learn the four (4) types of income and Tax Rates

passive income taxes Mar 01, 2019
 

 

I just released a new video explaining the four (4) types of income and Tax Rates and the fastest path for anyone to build Wealth.  You can watch the video on this page or on our Youtube channel by clicking the graphic below:

As explained in the video, if you want to move to the right side of the quadrant, learn the three (3) simple steps for free.

To reiterate, the sooner you move to the right side of the quadrant, the faster you can reduce your taxes, such as mitigating the negative implications from the $10k maximum S.A.L.T. deduction and build wealth for yourself.

Gena Lofton

 

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HOW TO ACHIEVE FINANCIAL FREEDOM FORMULA

In response to your inquiries, I have created a short video explaining the Financial Freedom Formula and how anyone can achieve Financial Freedom for themselves via implementing these three (3) steps.  

WATCH THE VIDEO TO GET THE ANSWER

 

 

If you have additional questions on how it works, then feel free to take the free training via this link:

 

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Episode 60: Gena Lofton - Building Infinite Wealth and the Four Types of Income

 
 

This week Gena discusses the Cash Flow Quadrant and the four (4) Ways Income is Created.  The people on the Left Side of the quadrant are Employees and/or Self-employed.  This is where 95% of the population exists yet, they control only 5% of the wealth, primarily, because they own NO assets and pay the highest tax rate.  The left side could pay an excess of 40% in Taxes, depending upon their income level and their State residency.

Alternatively, people on the Right side of the quadrant are Business Owners and/or Investors and pay as little as 0% to 20% in taxes.  This is why they control 95% of the wealth. 

The earlier one learns the different types of income and begins generating that which is the most tax efficient on the right side of the quadrant, the higher the likelihood that they will have a lifetime of financial abundance and not worry about outliving their money.  

If you are adverselHere are the three (3) options one can...

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A Tale of Two Retirement Strategies Wall Street vs. Main Street

Strategy 1 – Wall Street

Wall Street investors hope to buy low and sell high to generate a capital gain.  They believe investing in a well-diversified portfolio of stocks, bonds, and mutual funds will enable them to retire and live off their nest eggs.   Unfortunately, this Strategy is one of the main reasons most people have inadequate funds to ever stop working.   Their biggest fear is outliving their money.    

According to the Economic Policy Institute, most people approaching retirement have little or no retirement savings. 

In addition to gambling on Wall Street, other reasons they have insufficient money is due to the following factors:

  • They spend their life working for money vs. building/buying assets;
  • They confuse assets with liabilities. “Assets feed you and liabilities eat you”.
  • They use debt to buy liabilities vs. using it to buy assets. Money has been free for a decade due to the Federal Reserve Interest...
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