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Updated about 5 years ago,

User Stats

11
Posts
1
Votes
Joel McKinney
  • Rental Property Investor
  • Redwood City, CA
1
Votes |
11
Posts

Question on capital gains taxes

Joel McKinney
  • Rental Property Investor
  • Redwood City, CA
Posted

Hello BP People, 

Quick question here. I am looking to invest some funds into an apartment rehab syndication. I've done a quite a bit of research and all looks like it's on the up and up.  I would like to sell stock to fund this but don't want to get hit with the capital gains taxes if I can avoid it. 

Is investing as a limited partner in a syndication deal something you can use a 1031 or something similar to purchasing a home with the sale of stock? Other option would be to cash out a Roth IRA and roll funds into the project. Just not sure if either of these options helps avoid a big tax hit. Any advice would be greatly appreciated.

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