Finance – Paragon Financial Partners

Market Declines Make Roth Conversions More Attractive

Oct 21, 2022Oct 26, 2022 Paragon Financial Partners

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.

September 2022 Market Update

Sep 23, 2022Oct 13, 2022 Paragon Financial Partners

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.

Creditor Protections and Your Retirement Account

Sep 8, 2022Sep 9, 2022 Paragon Financial Partners

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.

Deferring Capital Gains Taxes with a 1031 Exchange and Delaware Statutory Trust

Aug 17, 2022Aug 18, 2022 Paragon Financial Partners

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.

Expert financial advice that prepares you for life's challenges.

Category Archives: Finance

Market Declines Make Roth Conversions More Attractive

September 2022 Market Update

Creditor Protections and Your Retirement Account

Deferring Capital Gains Taxes with a 1031 Exchange and Delaware Statutory Trust