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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