March/April 2019: The O-Zone

The launch of qualified opportunity zones provides investors with significant tax benefits and at the same time the chance to help revitalize economically distressed areas throughout the U.S. Learn how you and your clients can participate. The Center for REALTOR® Financial Wellness will help you answer that question, so you can begin saving and meeting your financial goals. To grow your retirement fund and minimize your tax burden, consider fund vehicles specifically designed for independent contractors and small business. Obtaining group health insurance has gotten easier for some REALTORS®, but huge hurdles remain for association plans.

Plus: A burgeoning demographic. A sea of choices. How to help aging baby boomers find the housing that fits the next chapter of their life.

Features

Get Up to Speed on O-Zones
A new tax incentive for investors could be a boon for sellers and struggling communities. But will affordability take a hit?

What’s Your FinQ?
The Center for REALTOR® Financial Wellness will help you answer—and ace—that question, so you can begin saving and meeting your short- and long-term financial goals.

6 Smart Investment Options for the Self-Employed
To grow your retirement fund and minimize your tax burden, consider fund vehicles specifically designed for independent contractors and small businesses.

In Pursuit of Viable Health Coverage
Obtaining group health insurance has gotten easier for some REALTORS®, but huge hurdles remain for association plans.

Not Your Grandparents’ Retirement Home
A burgeoning demographic. A sea of choices. How to help aging baby boomers find the housing that fits the next chapter of their life.

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