The author is a financial planner with Capital Performance Advisors in Walnut Creek, CA.
Q&A: Deducting losses from real estate investment
With real estate prices so low, I'm thinking about buying a single-family home as a rental property. Is it true that I can deduct the tax loss from this type of investment against the salary from my practice?
Q&A: Incorporating in other states
I hear radio ads and see things on the internet that say there are advantages to incorporating in states that don't levy income taxes. Is that true?
Q&A: Behind mutual funds' expense ratios
Most of my investments are in mutual funds. A friend of mine told me that I should pay attention to a fund's expense ratio and seek funds with low expenses. What does this expense ratio include?
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