Matthew J. Ure

RMA
Personal Finance, Retirement, Investing
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“The whole is greater than the sum of the parts- when all parts of a financial life are put together properly, incredible value is captured! ”
Firm:

Anthony Capital, LLC

Job Title:

Vice President

Biography:

Matthew is an avid learner and as such, sees his role as a guide who helps clients as they navigate saving for retirement and spending in retirement. His training as an Retirement Management Analyst informs every aspect of his planning and centers every decision on the client. He has taught hundreds of seminars touching on subjects ranging from debt solutions, investing, Social Security, pensions, insurance, and other financial topics, with the emphasis being on what trade offs are made when each is selected. 

Living in San Antonio, known as Military City USA, Matthew has become an expert in optimizing the financial lives of public as well as private sector employees.   Matthew recognized a huge need for benefits education and basic financial planning among government employees. To serve this need, he started Federal Benefits and Retirement (fedbenretire.org) and teamed up with the nonprofit The Society for Financial Awareness to offer trainings and private consultations at no cost to federal employees.  This collaboration has given thousands of federal employees access to fiduciary advice formerly reserved for the more affluent and has created millions in dollars of value for them and their families.  

With everyone in the industry clamoring to proclaim their fiduciary status, Matthew is quick to point out that that actually requires more than honesty and transparency. Though without those one cannot claim to be advising, without a broad understanding of finance one cannot claim to be a true advisor. 

Matthew is the 8th of 11 children, which he will tell you was an education in and of itself.  He has graduated from Dixie State University and Brigham Young University, and has also taken numerous post-graduate courses including a 4 month stint in Medical School. He speaks fluent Thai and enjoys traveling whenever occasion permits. He enjoys being a father to 3 boys and husband to a beautiful and creative wife. 

Education:

Brigham Young University

Assets Under Management:

$14 million

Fee Structure:

Fee Only

CRD Number:

6444268

Insurance License:

#1974612 TX

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    Real Estate
How do I determine my capital gains on the sale of a former rental property once I've made it my primary residence?

IRS rules state that if you have lived in the property for 2 out of the last 5 years, you would pay NO capital gains taxes on any increase in value up to $250,000 over what you had purchased the house for originally.

So in the scenario you presented, if you paid $150,000 for the townhouse and you sold it for $400,000 you would pay no taxes on the sale as long as you live there for at least the next 2 years.  (If you're married and the house is in both names, you can exempt $250,000 x2 = $500,000 total from taxes). 

Anything over the limit would cause your normal long term capital gains taxes to kick in for whatever tax bracket you are in currently.

5 days ago
    Debt, IRAs
Should I use an early IRA distribution to pay off my credit card balance?
83% of people found this answer helpful
5 weeks ago
    IRAs, Retirement Plans
I'm 24 and contributing to a simple IRA; what else should I be doing to prepare for retirement?
5 weeks ago
    Investing
Can you invest in hedge funds?
0% of people found this answer helpful
last month
    IRAs
I inherited an IRA that was passed down two different times; do I qualify for a 5-year disbursement?
0% of people found this answer helpful
last month