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[@privatWealthGuy](/creator/twitter/privatWealthGuy)
"Selling investment real estate If you realize the gain the IRS wants a cut. But with a 1031 exchange you can defer capital gains by rolling the proceeds into another qualifying property. Heres the strategy: X. Sell your current property X. Identify a new one within XX days X. Close within XXX days X Reinvest the entire proceeds This keeps your equity compounding tax-deferred. Want more diversification and less day-to-day management You can 1031 into a Delaware Statutory Trust (DST). No more 2:00 AM tenant calls and instant access to institutional-grade real estate. Later you may have the"  
[X Link](https://x.com/privatWealthGuy/status/1980618070235181073) [@privatWealthGuy](/creator/x/privatWealthGuy) 2025-10-21T12:52Z 1657 followers, 1615 engagements


"A new XX year old client just sent over their account statements from their previous advisor. Their Roth IRA allocation is XX% equities and XX% fixed income and REITs"  
[X Link](https://x.com/privatWealthGuy/status/1980726152818786795) [@privatWealthGuy](/creator/x/privatWealthGuy) 2025-10-21T20:01Z 1657 followers, 495.2K engagements


"Something like that Heres where I see many firms moving: Entry level: client service (admin tasks) or paraplanner (under advisor or financial planner) - very basic tasks. Mid level: financial planner. Performing analysis and building out projections. Likely participating in plan presentations with advisor. Advisor: new business managing client relationships. Leading the team"  
[X Link](https://x.com/privatWealthGuy/status/1978476008161391016) [@privatWealthGuy](/creator/x/privatWealthGuy) 2025-10-15T15:00Z 1655 followers, XX engagements


"Many people are missing the main point of this. Its about asset location -high growth assets belong in Roth -income producing assets belong in pre tax and also asset allocation"  
[X Link](https://x.com/privatWealthGuy/status/1980823654276780203) [@privatWealthGuy](/creator/x/privatWealthGuy) 2025-10-22T02:28Z 1657 followers, 42.8K engagements


"At higher levels of wealth the role of insurance evolves. The ultra-wealthy use insurance as: A source of estate liquidity allowing heirs to pay estate taxes without selling assets A tax-advantaged asset class offering tax-deferred growth and income tax-free death benefits A dynastic planning tool creating permanent funding for multi-generational trusts Some of the strategies they use include: Private Placement Life Insurance (PPLI) Custom investment portfolios with tax-free buildup and no income tax on gains Premium Financing Borrowing to fund large policies and taking advantage of the"  
[X Link](https://x.com/privatWealthGuy/status/1975223774048854111) [@privatWealthGuy](/creator/x/privatWealthGuy) 2025-10-06T15:37Z 1656 followers, 1766 engagements


"Most business exits are rushed and thats when owners lose leverage. The best outcomes are planned 5+ years out allowing time for: - Restructuring entity ownership - Implementing trusts and gifting strategies - Creating golden handcuffs for key employees - Reducing potential tax exposure - Preparing financials for premium valuation A great exit isnt just a transaction. Its a transition"  
[X Link](https://x.com/privatWealthGuy/status/1980980959781769623) [@privatWealthGuy](/creator/x/privatWealthGuy) 2025-10-22T12:54Z 1656 followers, 5845 engagements