How to Incorporate Income-Producing Real Estate into a Financial Plan

Real estate investors have trouble finding financial planners who can incorporate their real estate holdings into their plan.

And that’s because most financial planners are using off-the-shelf software that supports traditional investment accounts such as IRAs, 401(k)s, and taxable accounts but not the unique aspects of real estate investments, according to Dana Anspach, president and founder or Sensible Money.

“Off-the-shelf software packages do an excellent job of handling the basic investment types,” Anspach said in a video interview. “But when you get into real estate holdings, everything changes.”

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