Date: March 2021

3 posts in March 2021

Is Your Home Office Also a Tax Shelter?

March 25, 2021
Business team in video conference

The pandemic ushered in the age of video meetings, providing a glimpse into many kinds of home workspaces. For many workers, a dedicated home office became more important than ever in 2020, though not everyone will get a tax break for having one. A Perk for Business Owners Only self-employed workers, independent contractors, and partners…

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Real Estate for Income and Diversification

March 25, 2021
REIT as Real Estate Investment Trust.

An estimated 145 million Americans own real estate investment trusts (REITs) in their retirement accounts and other investment funds.1 The primary appeal of REITs is the potential for a consistent income stream and greater portfolio diversification. Of course, like all investments, REITs also have risks and downsides. Pooled Property Investments An equity REIT — the…

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Should You Convert Your Term Life to Permanent Life Insurance?

March 25, 2021

Term life insurance provides life insurance coverage for a specific time period (the term). The face amount of the policy is paid if you die during the term of the policy. When you live longer than the term of coverage, nothing is paid, as there is no cash surrender value. Permanent life insurance provides protection…

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