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Congress Threatens to Eliminate 1031 Exchanges: Take Action Now!

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P: 406-582-1264 (Montana)
P: 480-681-0333 (Arizona)   

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You are here: Home / Blog

How Do I Build An Effectively Diversified Investment Portfolio

August 26, 2013 by Chris Nolt

What is the best way to invest for retirement? What is asset allocation? How should I divide my money between stocks and bonds? How do I create an effectively diversified investment portfolio? What is an index fund? What is an exchange traded fund? What is the difference between active management and passive management? These are… [Read More]

Filed Under: Featured Articles

Saving Tax On The Sale Of A Farm Or Ranch With A 1031Tax Deferred Exchange

August 26, 2013 by Chris Nolt

What is a 1031 exchange? What is a tax-deferred exchange? How does a 1031 exchange work? What are the rules for a 1031 exchange? How do I defer tax on the sale of real estate with a 1031 exchange? The IRC Section 1031 Exchange is one of the most powerful tax saving and wealth building… [Read More]

Filed Under: Featured Articles

Financial Strategies for Selling a Farm or Ranch

August 26, 2013 by Chris Nolt

How can I save taxes on the sale of my farm or ranch? How do I invest proceeds from the sale of my farm or ranch to create secure retirement income? What are financial strategies for selling a farm or ranch? What is a 1031 exchange? What is a charitable remainder trust? How much capital… [Read More]

Filed Under: Featured Articles, Wealth Guides

Saving Taxes On The Sale Of A Farm Or Ranch With A Charitable Remainder Trust

August 26, 2013 by Chris Nolt Leave a Comment

What is a Charitable Trust? What is a Charitable Remainder Trust? What is a Charitable Remainder Uni-Trust? What is a Charitable Remainder Annuity Trust? How Does a Charitable Remainder Trust Work? How Can a Charitable Remainder Trust Save Taxes On The Sale of a Farm or Ranch? Can a Charitable Remainder Trust Save Taxes On… [Read More]

Filed Under: Featured Articles

Common Estate Planning Mistakes and How to Avoid Them

August 24, 2013 by Chris Nolt

What are the most common estate planning mistakes? What do I need to know about estate planning? What is a living trust? What is a trust? Should I have a will or a trust? What is joint tenancy with rights of survivorship? What happens if I die without a will? Estate planning mistakes can cost… [Read More]

Filed Under: Featured Articles

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Solid Rock Wealth Management, Inc.
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P: 406-582-1264
2020 Charlotte Street Bozeman, MT 59718
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Solid Rock Wealth Management, Inc. is a registered investment adviser offering advisory services in the States of Montana and Arizona and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Solid Rock Wealth Management, Inc. in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
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