Northwest Real Estate Investors Association

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Vancouver and North Metro Meeting

with... Carl Royer

Retirement Planning Strategies for Highly Appreciated Assets is the title of this month's meeting, presented by David Rutan of Prudential.

Monday, March 25, 2019

Round Table Pizza--Salmon Creek
13009 NE HWY 99
Vancouver, WA 98686
  • This month's class will cover...
  • +How key motivations & aspirations influence the income and tax planning strategy chosen when exiting highly appreciated real estate.
  • +The many Basis and Advanced exit Strategies that address maximizing retirement income needs with Real Estate Sales
  • +Overview of Capital Gains tax and depreciation recapture tax, and how this can impact your retirement income upon sale.
  • +An in-depth hypothetical illustration of using an advanced exit Strategy.
  • +Why a property owner should add a Financial Planner to their team of advisors.

David wishes to share some of the 30 various financial planning strategies when exiting appreciated Real Estate, particularly a Trust and its impact to minimizing Capital Gains and Depreciation Tax/ and how it potentially can dramatically change your retirement income cash flow. During the seminar David will outline many of the 30 Strategies often not used or even heard of.

About David Rutan...

Graduated in 1988 in Mechanical Engineering from Washington State University and worked in the tech industry for over 12 years.  While in the tech industry I invested in real estate and now have nearly 25 years in the real estate investment business/market as an investor.   Having been in the self storage business, timber industry (nearly 900 acres of combined timber land management, and developed dozens of other raw land projects, I have used many tax deferral and exempt strategies when exiting the investments. Since 2013 I have been an Financial Advisor, and now also a fee based Financial Planner, with a unique background and skill to helping clients chose appropriate exist strategies when retiring and liquidating highly appreciated real estate. 


I live in LaCenter, Wa. With my wife, and we have two kids age 20 and 22. 

*We encourage all attendees to purchase pizza, salad or drinks at some point during the evening. Thank you. 

NOTE:  Please pre-register online prior to the meetings. This helps us track attendance and plan for future meetings. Thank you!!

FREE for Members

Date: Monday, March 25, 2019
Time: 6:30 PM - 8:00 PM

Round Table Pizza--Salmon Creek
13009 NE HWY 99
Vancouver, WA 98686

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Northwest Real Estate Investors Association

15532 SW Pacific Hwy, C1B PMB 312
Tigard, OR 97224
(503) 482-6955

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