Whether you are a working-age adult, a stay-at-home parent, or even retired, making specific investments to create an income portfolio can be a very attractive strategy. An income portfolio is made up of the money you receive from investments, dividends, interest, capital gains, and/or royalties received from investment property. Portfolio income is one of three main categories of income along with active income and passive income. Active income is simply money earned by doing a job or performing a service.
A passive income and a portfolio income can be a little trickier to understand. Passive income is a revenue stream that continues to reap payments down the line, such as music and book royalties or property rent payments, for example. Interest on savings accounts and limited partnerships in which an individual owns a share of a business but does not participate in its operation are also considered passive income. Portfolio income does not come from passive investments and cannot be earned through typical business dealings. Rather, it comes from the dividends, interest, capital gains, or interest paid on loans as stated above.
Income portfolios generally receive more favorable tax treatment as dividends and capital gains are taxed at lower rates than earned active income. Portfolio income is also not subject to Social Security or Medicare taxes that active income is subject to.
What forms of portfolio income can Miser Wealth Partners help manage?
At Miser Wealth Partners, we’re experts at managing our clients’ income portfolios generated from the following methods:
Overseeing these and other means of portfolio income generators on your own can be overwhelming. Find out how we can help you navigate the weeds of this specific form of income so you can enjoy the financial peace of mind that everyone desires. Contact Miser Wealth Partners today at (865) 281-1616 or click here to set up a time to talk with us and get started on your journey of financial freedom with your own income portfolio.
Alternative real estate investments can serve as an important part of an investor’s portfolio, offering diversification while potentially decreasing overall portfolio risk. Private placement opportunities
In the past, Real Estate Investment Trusts (REITs) provided opportunities exclusive to very wealthy investors and banks. Today, REITs allow virtually anyone to invest in
Delaware Statutory Trusts (DSTs) have become an increasingly popular option for investors in search of new real estate investment opportunities. Many sellers are utilizing this
Dividend-paying equities, or dividend stocks, can offer an attractive income supplement option and improve portfolio growth potential for many investors at any stage. If you’re
If you wish to generate income by investing in bonds while also enjoying the safety of not putting all your eggs in one basket, you
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Miser Asset Management, LLC, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Miser Asset Management, LLC, a Registered Investment Advisor in the State of Tennessee.
The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Tennessee or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.
Images and photographs are included for the sole purpose of visually enhancing the website. They should not be not construed as an endorsement or testimonial from any of the persons in the photograph.
The inclusion of any link is not an endorsement of any products, or services by Miser Asset Management, LLC. All links have been provided only as a convenience. These included links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site.
When you follow a link to one of these sites, neither Miser Asset Management, LLC nor any agency, officer, or employee of Miser Asset Management, LLC, warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.
Click the staff member you wish to schedule a discover session with and then choose from their available meeting options.
Add your email below to receive the latest news, tips, and information from Miser Wealth Partners, LLC.
Tellico Village Office
212 Village Square
Loudon, TN 37774 US
Farragut Office
12802 Kingston Pike, Ste 102
Knoxville, TN 37934 US
ⓒ 2024 Miser Wealth Partners, LLC. All Rights Reserved.
