10/26/2026
Rosa has an old 401(k) sitting at her last job and an investment property that is a duplex she'd love to own. Same duplex, two ways to hold it.
Swipe through to see whose name goes on the deed, who pays for the leaky sink, and why the tax bill looks so different this year.
Composite example for education. Not a real client. Not a recommendation.
Educational example only. These numbers are made up and are not based on real people or real deals.
Not investment, tax, or legal advice. Check with your own financial advisor about your specific situation.