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27 December 2024 | 18 replies
Quote from @Jason Bohling: @Dmitriy Fomichenko here’s a link briefly describing what I’m talking about:https://www.cnbc.com/amp/2024/10/24/income-limit-for-0-percent-capital-gains-bracket-2025.htmlJason, you are describing selling long-term capital assets held in your personal name.Dmitriy is talking about doing a roth conversion.Two separate tax topics.
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16 December 2024 | 6 replies
If the sale of stock will be considered a capital gain, you can offset it with the sale of capital stock that is operating at a loss.
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11 January 2025 | 49 replies
I'm not sure how much capital growth is left in the tank given the already high prices though.2.
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2 January 2025 | 5 replies
A friend of mine invested in one last year—apartments upstairs, a small coffee shop downstairs - and the combination of income streams made it a steady performer.Scaling with a 1031 Exchange:While not applicable unless you sell a property, planning for a 1031 exchange could help you scale quickly while avoiding capital gains taxes.
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3 January 2025 | 7 replies
Another thought if you have already been in the house for a year is to continue to work on it, add more value and then sell it after two years so you can avoid the capital gains.
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28 December 2024 | 7 replies
Great tools that get updated regularly.I am on the lending side of things and would be happy to hop on a call with you anytime to discuss financial strategies and help answer any questions you may have about nearly any loan product available to help you on your journey, even if they are not products my capital partners offer.We are all here to help you learn and grow.
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30 December 2024 | 3 replies
If not, then you really need a strong legal structure stating how these properties will be governed going forward, including management, tenant selection, capital expenses, etc.
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27 December 2024 | 4 replies
If you’re selling and you’re going to buy another rental no matter what, if you probably do a 1031 unless you have almost no capital gain or depreciation capture.
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26 December 2024 | 2 replies
@Nadia Jones Starting and running a fund is a separate business because it's something that you need to actively market for and regularly work on attracting capital to invest in.