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Updated over 5 years ago,

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1,409
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Daniel Dietz
Pro Member
  • Rental Property Investor
  • Reedsburg, WI
856
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1,409
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Are SOLO401Ks & SDIRAs Invested in Syndications Taxed the Same?

Daniel Dietz
Pro Member
  • Rental Property Investor
  • Reedsburg, WI
Posted
Hello All, 
I am looking ahead in my investing career and thinking about the day I might no longer want to do buy-n-hold rentals myself and instead invest in something more passive like a syndication. 

I currently own rentals in 'cash', in SDIRA and SOLO401K and am going to continue buying for probably the next 5-10 years at least. 

I realize that within the SDIRA and SOLO401K profits are taxed differently when leveraged, with essentially no taxes due within the SOLO401K. Does this also hold true when investing in a typically structured syndication which is almost all cases that I am aware of are using leverage?

If there is a difference, what might that look like on say an investment of 100K that turns into 200K in 5 years?

Thanks, Dan Dietz
  • Daniel Dietz
  • [email protected]
  • 608-524-4899
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