Airbnb and Tax-Free Income: What You Need to Know

Category: Enjoying Your Wealth

June 14, 2017  |  

Airbnb and Tax-Free Income: What You Need to Know

The rising popularity of online home-sharing sites such as Airbnb, Homeaway and FlipKey have made vacations and other out-of-town trips more affordable than ever for travelers. If your hometown is hosting a major concert, national event or sporting event like the NFL Draft’s recent stop in Philadelphia, owners can rent out their residences at attractive […]

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June 1, 2016  |  

Is Airbnb a Source of Tax-Free Income for Property Owners? It Depends.

The rising popularity of online home sharing sites such as Airbnb, Homeaway and FlipKey have made vacations and other out-of-town trips more affordable than ever for travelers. If your home-town is hosting a major concert, sporting event or world leader’s visit like the Pope’s recent stop in Philadelphia, owners can rent out their residences at […]

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May 4, 2016  |  

The Vacation Home Primer

Key Takeaways: The purchases of vacation homes have spiked over the past few years. Before purchasing, consider whether you plan on using it yourself or renting. When considering a purchase, account for extra expenses such as insurance, taxes, utilities, furnishings and upkeep before taking the plunge. Summer is coming, so if you’re like me you […]

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November 28, 2015  |  

The Safe Savings Rate

Key Takeaways • Where it all started–the safe withdrawal rate. • My transition to the safe savings rate—the amount of income you need to sock away for retirement. • A comprehensive financial plan is best, but off-the-shelf tools and two popular “rules of thumb” can help. The Safe Withdrawal Rate About 20 years ago, a […]

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November 20, 2015  |  

How We Select Investments

When introducing evidence-based investing, we like to begin by explaining why we feel it’s the right strategy for those who are seeking to build or preserve their wealth in wild and woolly markets. Of course sensible strategy is best followed by practical implementation, so it’s also worth describing how we select the funds we typically […]

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November 9, 2015  |  

File and Suspend No More: A Guide to the Recent Changes in Social Security

Key Takeaways: The recent budget deal eliminated the “File and Suspend” Social Security benefit strategy. File and Suspend allowed married couples to maximize their benefits by deferring collection of individual benefits until age 70 while still receiving a spousal benefit. If you will turn age 66 by May 1, 2016, or 62 by December 31, […]

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August 26, 2015  |  

Are Annuities Right for You? 3 Important Considerations

 Key Takeaways Annuities are designed to provide tax-deferred growth by taking dollars that you would have otherwise invested and placing them within an “insurance wrapper.” Annuity payouts can be immediate or deferred, with the deferred option being either fixed or variable. Before taking the annuity plunge, make sure you have exhausted all other pre-tax retirement […]

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August 18, 2015  |  

The Vacation Home Primer – 7 Key Considerations Before you Pull the Trigger

Key Takeaways: Purchases of vacation homes have spiked over the past few years. Before purchasing your getaway home, consider whether you plan on using it for yourself or for renting. When considering a purchase, account for extra expenses such as insurance, taxes, utilities, furnishings and upkeep before taking the plunge. It’s summer time. So if […]

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