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Tuesdays with Morey - Tax Tips®

Tuesdays with Morey Tax Tips provides Tax Tips for people living and or working outside of the United States. These are citizens of the United States that live or work outside of the country and need valuable information on items concerned with filing their United States Tax Returns. Tuesdays with Morey Tax Tips includes information such as off-shore banking accounts and the requirements for filing and declaring these off-shore accounts. Tuesdays with Morey Tax Tips adds great value to those who are still confused on their tax obligations when living or operating a business off-shore.
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Tuesdays with Morey - Tax Tips®
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Sep 27, 2016

When people are young, they take very little time to consider their financial future. With the help of a certified financial planner, people can make sure they live the life they want today, while preparing for their future needs. Morey and Macarena share best tips and practices for making the most of a retirement savings account including how to purchase international real estate, investment income properties and how to find a lifestyle plan that fits your life.

 

Key Takeaways:

[2:46] Lifestyle planning is thinking about your financial future, so you can live.

[5:33] Can you use your IRA to buy real estate?

[6:54] The IRS looks unfavorably at people running their businesses from IRA’s.

[7:46] What is the proper amount of depreciation a person can take on my SUV?

[9:14] Borrowing money from a retirement plan for additional savings on a vehicle.

[9:54] Macarena is an expert at offshore real estate.

[10:58] Buying real estate from a retirement plan can be a great investment.

[14:08] Take care not to become partners with your IRA. It’s unlawful.

[16:28] If you partner with your spouse you are able to borrow double the amount from your retirement account.

[18:35] Am I able to live in or visit my investment property? 

[20:57] Morey offers a free initial consultation.

 

Mentioned in This Episode:

Glazer Financial Network

Email Macarena: macarenarose@gmail.com

Tuesdays with Morey on Facebook

Expat Tax Expert

Email Glazer Financial: mglazer@glazerfinancial.com

MacarenaRose.com

Rainforest Realty

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