DSTs: The Landlord’s Exit, Tax Planning Cautionary Tale, Nervous About Retirement?

Planning to Live to 100? How to Tweak Your Financial Plan | A Tax Planning Cautionary Tale: Timing Is Critical | Managing Parent Student Loans as You Near Retirement Created for {EMAIL} | [Web Version]( September 3, 2023 CONNECT WITH KIPLINGER  [LinkedIn]( [Facebook]( [Twitter]( [Building Wealth]( [Youtube]( [Building Wealth]( [SIGN UP]( ⋅ [WEBSITE]( [] Financial Planning [] [Planning to Live to 100? How to Tweak Your Financial Plan]( [Planning to Live to 100? How to Tweak Your Financial Plan]( (Getty Images) We're all living longer, which means we'll spend more years in retirement than we do now. [Maintaining our standard of living]( will require some adjustments to our financial plans. CFP Josh Sailar makes some suggestions. [] Taxes [] [A Tax Planning Cautionary Tale: Timing Is Critical]( [A Tax Planning Cautionary Tale: Timing Is Critical]( (Getty Images) A business owner learned the hard way (and at great cost) not to dawdle or cut corners when it comes to tax plans involving the sale of a business. Attorney John M. Goralka explains how to [avoid making the same mistakes](. [This Billion Dollar Startup Wants to Help You Retire]( This Princeton grad's startup raised $161 million to help you plan a comfortable retirement. If you're one of the whopping 110 million Americans over the age of 50, or wisely planning ahead, SmartAsset's no-cost tool can help match you with up to 3 vetted financial advisors. [LEARN MORE]( ADVERTISEMENT [] Student Loans [] [Managing Parent Student Loans as You Near Retirement]( [Managing Parent Student Loans as You Near Retirement]( (Getty Images) Your approach to retirement savings, repayment plans and tax management will shift as you get closer to retirement. CFP Erik Kroll offers strategies for each stage of the [student loan process]( and points out mistakes to avoid. [] Real Estate [] [Delaware Statutory Trust: Landlord's Exit You Might Need]( Are capital gains taxes holding you back from selling your rental property? A Delaware statutory trust could be the answer you're looking for, according to financial adviser Mike Decker. [Read More]( [CrowdStreet – C-REIT]( Looking for a versatile way to get into commercial real estate investing? The CrowdStreet C-REIT gives accredited investors access to a curated portfolio of 20-25 commercial real estate projects through a single investment. All deals are handpicked and managed by CrowdStreet Advisors. [Start Investing Today]( ADVERTISEMENT: [] Retirement Planning [] [Nervous About Retirement? Ask These Five Questions]( Looking back at what you've accomplished and even doing a little daydreaming can help you figure out who you want to be in your golden years. Financial adviser Frank Legan guides you through the process. [Read More]( [Minimize Your Tax Burden with Vanguard]( Vanguard Personal Advisor can provide advice on choosing accounts with tax benefits, buying investments that are prone to a lower tax bite, and making strategic moves before year-end to help cut your tax bill. Start the conversation today. Paid non-client promotion [GET STARTED]( ADVERTISEMENT [] Also on Kiplinger [] - Top 10 most [in-demand housing markets]( in the U.S. - The [12 best stocks]( to buy now - Five [stocks Warren Buffett is buying]( (and eight he's selling) - For the latest ways to earn 5% to 7% cash yield safely and reliably, plus 4 Model Portfolios to show you exactly where to put your money, [bank on Kiplinger's Investing for Income]( ABOUT KIPLINGER When we write about money, we get it right. So the decisions you make with your dollars are also right. Kiplinger is a trusted provider of unbiased financial advice, objective business and economic forecasts, and practical help to millions of business professionals, investors, and individuals seeking to make more profitable decisions with their money. Our [flagship publications]( include [Kiplinger’s Personal Finance]( magazine, [The Kiplinger Letter]( [The Kiplinger Tax Letter]( [Kiplinger’s Retirement Report]( and [Kiplinger’s Investing for Income.]( All are regarded as the leading publications in their respective fields. Every day, millions of readers rely on our [free e-newsletters]( for help on everything from getting the best rate on a mortgage or car loan, to managing their businesses in an uncertain world, avoiding an IRS audit, building wealth for a secure retirement, or investing wisely in any kind of market. Now it’s your turn to reap all the rewards Kiplinger has to offer. Visit [Kiplinger.com](, your gateway to all of the above and much more. Check in any time for our latest advice on how to make more money, and keep more of the money you make. Stay right on the money, with Kiplinger. [Sign Up]( | [Print Publications]( | [Unsubscribe]( [Privacy Policy]( | [Cookies Policy]( | [Terms and Conditions]( CONTACT US: [FEEDBACK](mailto:alerts@kiplinger.com) | [ADVERTISE]( Future US LLC © Full 7th Floor, 130 West 42nd Street, New York, NY, 10036