Bangerter Financial Services, Inc Blog
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Bangerter Financial Services are financial professionals, who are committed to helping people, create solutions for their retirement assets. We continue to provide new content and blogs for RE and HNW investors using Alts, Opp Zones, 1031 exchanges and other investment vehicles.
Bangerter Financial Services, Inc Blog
7M ago
As an investor, you likely have experience with traditional investments like stocks, bonds, and cash. However, record-high inflation in the U.S. has made such assets more vulnerable to market turbulence. Fortunately, other categories of alternative investments exist to offer investors like you more flexibility to help meet your risk appetite and investment goals ..read more
Bangerter Financial Services, Inc Blog
1y ago
As a doctor or other health care professional, you've certainly worked hard to achieve your income. Running a medical practice or moving up the ranks from a resident to an attending may have allowed you to pursue many life goals, such as buying a home for your family, paying off your debt or investing in real estate. However, higher income also usually implies significant tax obligations.  ..read more
Bangerter Financial Services, Inc Blog
1y ago
Advanced estate planning is the process of developing a comprehensive plan to manage and protect an individual’s assets during their lifetime and ensure that their assets are distributed according to their wishes after their death. The goal of advance estate planning is to minimize taxes, protect assets, and ensure that the individual’s wishes are carried out in the most efficient and effective manner possible ..read more
Bangerter Financial Services, Inc Blog
1y ago
There are several ways to potentially defer capital gains taxes:
Use a 1031 exchange: A 1031 exchange allows an investor to sell an investment property and reinvest the proceeds in a like-kind property without recognizing capital gains on the sale. To qualify for a 1031 exchange, the properties must meet certain criteria, including being held for investment or productive use in a trade or business.
Invest in Opportunity Zones: Investing in Opportunity Zones can provide tax benefits, including the deferral of capital gains taxes, if the investment is held for a certain period of time. Opportu ..read more