Managing real estate can feel like a full-time job, but what if there was a more hands-off, tax-efficient approach that preserves income and reduces stress? Commercial and residential real estate investments offer numerous advantages: reliable income, appreciation potential, competitive risk-adjusted returns, and tax-efficient cash flow opportunities. Additionally, leveraging financing can amplify returns. However, active real estate ownership requires significant management effort that's often called the Three Ts: Toilets, tenants, and trash.
With property owners nearing retirement, there often comes a point where managing properties can feel more like a burden than a benefit. Join this webinar to discover a more hands-off approach to property management including how to convert property from active to passive ownership. For those looking to maintain the benefits of real estate ownership, like income and tax efficiency, without the day-to-day management responsibilities, this session will provide actionable insights and proven strategies to optimize financial futures while reducing the burdens of active property management.
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Evaluate how to transition from active to passive income
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Recognize how to move from the day-to-day challenges of property management to consistent, professionally managed income streams
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Identify how to defer capital gains taxes on real estate sales, keeping wealth intact
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Outline how to diversify beyond traditional real estate and broaden portfolios
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Evaluate how to enhance liquidity without sacrificing returns and demonstrate how to pursue financial flexibility while maintaining or increasing cash flow reliability and adapt a financial strategy for changing life goals
Terri McGray
Longevity Capital Management LLC
Founder & President
[email protected]
(805) 917-6771
Terri McGray, president of Longevity Capital Management LLC, the Retire Right company, has over thirty-five years of experience in holistic retirement planning. Excellence isn’t just a goal—it’s the standard at the company she founded, Longevity Capital Management LLC. She and her highly specialized team don’t just help clients aim for retirement success; they redefine it. Their focus is sharp and their mission clear: to make retirement the pinnacle of one’s financial journey. Leveraging cutting-edge strategies and state-of-the-art technology, they deliver a unique holistic financial planning integrated with dynamic portfolio management to expertly guide CPAs and other busy professionals transition into retirement.
Mrs. McGray is more than a leader; she’s a champion of retirement success. As an educator, author of Retire Ready, and a sought-after speaker, she has taken the stage at the LA Accounting & Finance Show, CA HR Professional Conference, and numerous other prestigious venues across the U.S., addressing the national retirement crisis and the real challenges of achieving retirement success and solutions to drive positive outcomes.
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