It's been a rough year for investors with declining markets across the globe. However, not everything is all bad. Investors with a long-term view can now better take advantage of Roth conversions in order to increase their tax-free retirement income or try to maximize their estates.
The state of the economy is currently in a spot we have not seen in decades where the economy is slowing down, many would even say we’re in a recession, while simultaneously experiencing decade’s high levels of inflation.
Is my 401k at risk if I get sued? Is my IRA at risk if I get sued? What happens to my retirement account in bankruptcy? In this episode Evan Shorten and Elean Mendoza discuss the creditor protections covering your retirement accounts.
With real-estate markets having peaked many investors are now considering selling off some of their properties, but with highly appreciated real-estate prices the liability of high capital gains taxes is a real concern. In this episode, Evan Shorten and Elean Mendoza discuss the possibility of deferring capital gains taxes with the combination of a 1031 exchange and a Delaware statutory trust.
In this episode of the Paragon Podcast Evan Shorten and Elean Mendoza discuss a few ideas to help investors deal with both rising rates and rising inflation - a combination we have not seen since the 1970's.
The first half of 2022 has been the worst start for equity markets since the 1970's. Tune in to the latest episode of the Paragon Podcast to hear Evan Shorten and Elean Mendoza give an update on the current state of the markets - how we got here, what's happening, and where it could go.