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Updated about 1 year ago,

User Stats

110
Posts
10
Votes
Pixel Rogue
  • PA
10
Votes |
110
Posts

Tax advantaged investing....

Pixel Rogue
  • PA
Posted

Looking to build a future financial cushion that keeps us in the lowest taxable income brackets possible

Getting to the point where we may have additional funds to invest. Then there are investment properties which we may move into and sell, or shift through 1031 process.

We will use one investment property to purchase a home via 1031 and, after having it rented out a few years, move int and convert to primary residence. Considering 1031 into a syndicate situation as an option.

If the above plans work as anticipated monthly/quarterly/annual income would bump up brackets and tax obligations (ie. invest that in stocks, mutual funds and all gains get subject to various taxes.

Other than municipal bonds, what are other tax advantaged investment vehicles that are not simply 'deferring' tax in expectation of being in a lower tax bracket later, but will not increase taxable income now, or in the future?

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