Troy Collin’s Presentations

 

The Four Biggest Mistakes that Real Estate Investors Make:  An overview of the objectives for investing and four basic mistakes that most real estate investors do not realize they are making.

 

Maximizing Your Real Estate Portfolio: Discusses how to avoid capital gains tax, gives solutions for the three types of real estate investors you will encounter, and provides an exceptional use of equity for business owners.

 

Downsizing While Avoiding Capital Gains Tax: Delves into charitable remainder trusts and private annuity trusts and the pros and cons of both, outlines some basic strategies necessary for understanding the process of downsizing your home, exemplifies cashing out as a way to receive tax free money, and discusses the benefits of 1031 exchanging.

 

1031 Exchanges—What and Why?: Provides and in depth look at the three types of real estate investors in today’s market, how to successfully use 1031 TIC programs, and shows how to leverage equity (for business owners only).

 

A Retirement Strategy Just for Realtors: Provides realtors with retirement plans specifically designed to maximize retirement savings.  Explores SEP Plans, Individual 401(k), and the Defined Benefit Plan

 

Professionals Retirement Strategy (PRS) Plan: A retirement plan created especially for realtors and physicians alike that has been endorsed by the California Medical Association. This strategy utilizes the “dormant” value of the business to create retirement income and potentially thwarting an attack on retirement assets.

 

Equity Retirement Strategy (ERS) Plan: Similar to the PRS Plan, the ERS Plan uses the “dormant” value of investment real estate to create unequalled  tax-free retirement income and is open to any one who has sufficient equity to invest. 

 

How to “Accidentally” Pay Off Your 30 Year Mortgage in 10 Years: Typically we do not believe in paying down a mortgage, ever, but new software makes it possible to pay down a mortgage “by accident”. 

 

To schedule your free presentation please contact Jessica by phone

 at (650) 551-8900 or by email at jessica_c@mkfinancial.com. 

This is for illustration purposes only. Strategies may not be appropriate for everyone. Your results may vary.  Registered Representative offering Securities through FFP  Securities, Inc. – Member NASD/SIPC Registered Investment Advisory Representative offering services through First Advisors, Inc.  Advanced Equities Companies CA License # 0B96613