What boomers have to be very aware of, is that if their money is in the market and something should happen to them, then their heirs would pay taxes on all accumulated income.
New York, NY (PRWEB) June 27, 2016
Qualified Intermediary Capital Advisors, a leading provider of qualified intermediary services with offices nationwide, has launched a new resource portal on the company’s website designed to help “baby boomers” learn more about how they can protect their financial health in retirement, and leave something of significant value to their spouse and children.
The new resource portal, which is located here, outlines how Qualified Intermediary Capital Advisors works hand-in-hand with working, semi-retired and retired baby boomers to educate them on how to:
- Safely invest in residential or commercial property vs. having their hard-earned savings exposed to volatile stock markets
- Take advantage of section 1031 of the IRS Tax Code (a.k.a. “1031 exchange)
- Create no-effort residual income for the future (i.e. they do not need to actively manage their investment property)
- Ensure that the bulk of their assets on their passing are bestowed to their heirs and loved ones – instead the IRS
“According to the US Census Bureau, there are 76.4 million baby boomers, which includes people who were born during a 19-year span between 1946 and 1946,” commented Dr. Robert Hetsler Jr., J.D., CPA, CVA, FCPA, CFF, MAFF, CMAP, the founder and managing partner of Qualified Intermediary Capital Advisors. “Many of these people are anxious about stock fluctuations and ongoing economic uncertainty. They’re at a stage in their financial life when they wisely want to protect their assets and generate a suitable residual income on retirement. Most importantly they need to avoid capital gains, so they can give their assets to their loved ones instead of the government.”
Added Dr. Hetsler, who is also the founder of the 1031 exchange investor educational and resource website http://1031exchangereplacementproperty.com: “What boomers have to be very aware of, is that if their money is in the market and something should happen to them, then their heirs would pay taxes on all accumulated income. But if the money is in real estate, it’s safe, secure, generating a steady income, and they will have something wonderful – and valuable – to leave their family.”
As noted above, the new resource portal is available here.
For all other details or inquiries, contact Dr. Hetsler at 866-570-1031 or Robert(at)qualifiedintermediary(dot)net.
About Qualified Intermediary Capital Advisors
Qualified Intermediary Capital Advisors is led by Dr. Robert Hetsler Jr., J.D., CPA, CVA, FCPA, CFF, MAFF, CMAP, who for over 13 years has provided qualified intermediary services to investors for 1031 Exchanges, and provides real estate services for the past several because, as a real estate investor himself, it was a natural step. Dr. Hetsler’s education and professional experience positions him as an expert in all financial aspects, real estate investing, real estate closings, property valuation, and real estate contacts required to assist at all levels in a 1031 Exchange. All of these accomplishments, coupled with being a licensed real estate agent, certified business valuator, forensic accountant, a forensic financial analyst, all coupled with his experience as a real estate closer, a real estate investor (from billboards to self-storage) all positions him as the world’s leading financial expert in all things real estate. Specifically, Dr. Hetsler, as a real estate investor, currently owns multiple self-storage facilities, retail space, warehouse space, self-service car washes, raw commercial and residential land, as well as several investment condos all across multiple states so he understands the business side of real estate being an investor himself which also lends itself to being a natural Qualified Intermediary and understanding the needs of someone fighting the timelines of a 1031 exchange and the property required to qualify.
Learn more at http://www.qualifiedintermediary.net.