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🏠 Lower Taxes w/ Ryan
452 members • Free
8 contributions to 🏠 Lower Taxes w/ Ryan
2d •
Roth Conversion with Cost Seg?
Instead of receiving a tax refund in the year we completed the Cost Segregation Study, we converted an IRA to Roth and "paid" the taxes due with the refund owed. Any generic thoughts on this as a tax strategy combined with STR taxes? (We tend to believe in tax-diversification of post-retirement income as well as diversification of investing in both traditional markets and businesses.) Thanks! @Ryan Bakke, CPA
3 likes • 1d
@Daniel Sleep wow
2d •
Do's & Don'ts For LLCs Training 9-23-2025
Thanks everyone that joined. Had a great time! Let me know what your key takeaways were below.https://www.loom.com/share/a32cad87be6c43d88a47472c1a8f3b47?sid=c2b8039b-3d96-4808-8303-8c66ecb4d321
0 likes • 1d
your barometer I think was if you have $100k in property you should put in llc. is that on top of down payment, which by itself coud be close to $100k?
22d •
My Starter Post!
- Why do you want to save money on taxes? Not just “to save money” — but what does that money mean for your life? - Where are you right now in your journey? Just starting out? Own rentals? Flipping or doing STRs? - What’s your #1 challenge right now — your “big domino”? The one thing that would make everything else easier?
3 likes • 21d
@Dawn Hokaj yep - I love to travel the world too. I think being involved with Ryan will erase the tax strategy problem!
1 like • 1d
@Jules Bassale Yes I am managing the MTR myself. Use Turno for the cleaner, use Thumbtack for a handyman.
0 likes • 2d
I got to level 3, yeah!
0 likes • 8d
@Ryan Bakke, CPA wow thanks for catching that. I personally like reps log better, but I had not decided yet as I’m on a trial for both. This now pushes me to reps log more.
0 likes • 7d
@Ryan Bakke, CPA definitely will use your Excel as well. I just feel an app that I could quickly update every day is easier to work with and then move to the Excel sheet like once a week or once a month. I’m not the best at Excel so I feel the app is just easier.
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@adriana-mclaughlin-7031
PR exec, former journalist but Real Estate Investing is my passion! 1-MTR Richmond, VA, buying an STR in South Bend, Indiana near Notre Dame ☘️
Active 11h ago
Joined Sep 4, 2025
From Long Island 🌊
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