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Short explanations of the mechanics behind the four strategies: what the rules say, what they do not, and what to ask before you act.
Articles and talks
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Real Estate
A family plan built round a box house
Jack, a father of four, talks through how he found Legetty, what the box house does to his tax bill, and how he fitted the whole thing around a full-time job.
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Reduce Taxes
Use a scholarship house instead of a 529 account
Four reasons Lance gives for putting college money into a short-term rental rather than a 529: the cash flow outlasts the tuition years, and the deduction arrives now.
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Retirement
A 401k, or a cabin
Lance sets a 401k beside a short-term rental and runs the same questions at both: what each deducts, what each costs to access, and what happens when you are made to sell.
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College Costs
The million dollar college decision
What paying for college out of savings costs across a lifetime, and what the same money does if it buys an asset instead. Lance calls the choice a million dollar decision.
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Reduce Taxes
Tax scholarships, and the three costs of college
There is the price on the invoice, the interest if you borrow, and the growth you give up if you pay cash. Lance works all three, then the ten things that decide what a rental earns.
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College Costs
Free money for high-income families
Most high earners are told they will not qualify for anything. Lance works the University of Michigan numbers to show where the aid formula still has give in it.
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College Costs
Three ways to pay for college
Free money, financing and opportunity cost. Lance separates the three and makes the case that everybody finances college, whether or not they take out a loan.
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Retirement
Reverse mortgages, and what to weigh
A walk through what a home equity conversion mortgage is, the objections people raise about cost and risk, and the questions Lance thinks decide whether it fits.
Book a free strategy call
Tell us about your family, your income, and when the first tuition bill lands. We will walk through which of the four strategies apply to you, and what putting them in place would involve.