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Life Insurance, Cost Segregation, and Opportunity Zones (Episode 84) S6 E8
Manage episode 346465653 series 2936153
Conteúdo fornecido por Tyler Cazier, Aric Wiszt, & Jason Christiansen, Tyler Cazier, Aric Wiszt, and Jason Christiansen. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Tyler Cazier, Aric Wiszt, & Jason Christiansen, Tyler Cazier, Aric Wiszt, and Jason Christiansen ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
Getting beyond real estate investing basics, here are three principles to supercharge your investment game: cash-value indexed life insurance policies, cost segregation analysis, and opportunity zones. Guest Alex Ball explains how you can integrate these ideas.
0:00 - Introduction
4:02 - Life Insurance. Whole Life vs Indexed Universal Life Insurance policies (IULs). Tax benefits vs IRA or 401k. How life insurance affects 1031 exchange. Life insurance is a tax-advantage investment method.
10:00 - Cost Segregation. How a depreciation (5, 7, and 15-year depreciation elements) study can shield your income from taxes...for YEARS. Check out our friends at costsegauthority.com! How do you vet a cost-seg company? Can you do a cos seg on a 4-plex? Yup.
17:58 - Opportunity Zones. The government incentives investors in certain communities. You can find maps online. Combine an opportunity-zone purchase with a cost segregation analysis and take a 100% bonus depreciation, to take 100% of your depreciation in 1 year with a tax-shield carryover into future years.
19:15 - What'd we learn today?
21:33 - Out takes.
* No opportunity zones were harmed in the making of this video.
Please contact us to tell us you love us, you want to hire us! Call or text:
Special Thanks to our guest:
Alex Ball at On the Ball Finance with Alex
385-985-5138
Realtors with Hive Collective at Presidio Real Estate:
Tyler Cazier: 801-210-0230
Aric Wiszt: 801-228-7687
Lender with Elite Team at Security Home Mortgage:
NMLS: 178787
Jason Christiansen: 801-669-7271
NMLS: 240472
A Production with Security Home Mortgage's Jason Christiansen, and Hive Collective at Presidio's Tyler Cazier and "Mr. Suit" Aric Wiszt.
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