Stage 5 of the Landmark Wealth Framework
Stop Letting the Next Deal Make Every Capital-Allocation Decision
Real estate can create substantial wealth, but concentration, liquidity, taxes and opportunity cost still matter. Stage 5 establishes a deliberate plan across active properties, passive investments, retirement assets, taxable accounts and cash.
The Landmark Wealth FrameworkTM
Wealth Accumulation
Do you have written target allocations for active real estate, passive investments, retirement assets, taxable investments and cash?
Do you consider concentration, liquidity and after-tax return before making the next investment?
Are projected K-1 income, losses, capital calls and distributions included in your tax and cash-flow plan?
Do your CPA and licensed investment professionals coordinate before major allocation decisions?
Your Result
4 Yes: This stage appears substantially in place.
2–3 Yes: There are gaps worth addressing.
0–1 Yes: Make this stage a priority before moving higher in the Framework.
Resource Cards
Capital Allocation Worksheet
Map active, passive, liquid and retirement capital against future objectives.
Passive Investor Tax Guide
Understand K-1 timing, passive losses, basis and realistic tax expectations before investing.
K-1 Review Checklist
A practical checklist for organizing and understanding partnership tax reporting.
Landmark coordinates tax consequences and planning assumptions with the investor and appropriately licensed investment professionals. Landmark does not replace an investment advisor or make securities recommendations unless separately authorized to do so.