The document discusses ways to use real estate investments and cash flow to fund retirement. It outlines strategies like becoming a "mailbox landlord" and investing in REITs and TICs. It also provides an overview of various retirement plans like SEPs, SIMPLEs, and 401(k)s that can be sponsored or used. The document emphasizes diversifying investments to generate income in retirement through dividends, MLPs, REITs and more.
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Turning Your Real Estate Business Into Your Retirement
1. Turning Your Real Estate Business Into Your Retirement Paycheck Using Real Estate to Fund Retirement Steve Stanganelli, CFP®, CRPC ® Fee-Only Financial Planner Amesbury & Wilmington 978-388-0020 / 978-621-8268 www.ClearViewWealthAdvisors.com
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10. Diversify: Income in Retirement Steve Stanganelli/Clear View Wealth Advisors, 978-388-0020 “ Dividend Aristocrats” Index versus S&P 500 Index * Dividends Reinvested. Past performance does not guarantee future results. . Data from January 1, 1990 through September 30, 2009, annualized. Dividend Aristocrats Index S & P 500 Index Income Return 3.09% 2.30% Price Appreciation Return 7.88% 6.11% TOTAL RETURN 10.97%* 8.41%* Annualized Total Return Dividend Aristocrats S & P 500 Index 1990 – 1994 12.58% 10.40% 1995 – 1999 19.48% 28.54% 2000 – 2004 9.74% -2.29% 2005 – 2009 * 2.32% -0.80% 1990 – 2009 * 10.97% 8.41%
Notes de l'éditeur
Disadvantages: Less than max contributions Eligibility can increase total cost to employer Immediate vesting Creditor protection not as great as ERISA plans Contributions usually flat percentage