Bonus Depreciation, Retirement Income, and Portfolio Diversification with Real Estate - 433

How does bonus accelerated depreciation work when it comes to commercial real estate? Is real estate a good source of retirement income, and can it take the place of safe assets like bonds in your investment portfolio? Plus, can investments be transferred in-kind from an inherited trust to a brokerage account? And what tips do the fellas have for ace-ing the CFP exam and launching a career as a financial advisor?

Timestamps:

• 00:43 - Bonus Accelerated Depreciation on Commercial Real Estate Purchase (Papa Joe, Naples, FL)
• 07:04 - Is Real Estate a Good Investment for Retirement Income? (Doctor Jerry, Waco, TX - from episode 426)
• 13:00 - Is Real Estate a Substitute for Bonds in a Diversified Investment Portfolio? (Don, VA - from episode 416)
• 17:08 - Can I Move Investments In-Kind From Inherited Trust to Brokerage Account? (George, KS)
• 24:15 - Tips for Taking the CFP Exam and Building a Career as a Financial Advisor (Craig, St. Clairsville, OH)

Access this week's free financial resources in the podcast show notes at https://bit.ly/ymyw-433

• Real Estate Retirement Income Webinar - Wednesday June 21, 2023, 12pm PT/3pm ET - register now
• 10 Tips for Real Estate Investors Guide
• Episode Transcript
• Ask Joe & Big Al On Air for your Retirement Spitball Analysis