10 Capital Gains Tax Strategies The Rich Keep From You
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- เผยแพร่เมื่อ 5 มิ.ย. 2024
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00:00 - Introduction to Capital Gain Strategies
01:23 - Strategy 1: Charitable Remainder Trust (CRT)
04:44 - Strategy 2: Deferred Sales Trust (DST)
06:14 - Strategy 3: 1031 Exchange
08:30 - Strategy 4: Opportunity Zones
09:53 - Strategy 5: Installment Sale
11:17 - Strategy 6: Real Estate Professional Status
12:57 - Strategy 7: Short Term Rental Loophole
13:57 - Strategy 8: Self Rental Real Estate Loophole
14:58 - Strategy 9: Intangible Drilling Cost Deduction (IDC)
16:40 - Strategy 10: Solar Investment Tax Credit
17:38 - Bonus Strategy: Roth IRA for Eliminating Capital Gains Tax
19:36 - Conclusion and Next Steps
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she often interacts on Telegrams
using the user below
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I'm new at this, please how can I reach her
??
They say with Roth IRA, the money you are contributing has already been taxed. At any time for any reason, you can withdraw your contributions tax-free and penalty-free. So can i put a portion of my 5%(HYSA) in index funds? I also have 400k in an annuity. How do i maximize all this to make gains this year?
Consider hiring financial advisors, estate planners or tax experts. They can provide specialized knowledge and help you navigate complex financial decisions. Right now treasuries and HYSAs pay 4.5-5% risk free, do that.
Low six-figure income, no debt, nearing mortgage payoff ($400k property), age 43. Invested over 15x annual salary, amazed by focus on scraping by in retirement. Aim for surplus. My goal: retire at 55 with $5M. Unless the markets crash, these two points should align. I'm quite lucky to have started working with a financial advisor early.
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It's really sad that we have to employ so much effort to navigate tax strategies.
That is by design. It's the reason that most people don't know. THEY would not want all of us to become wealthy and be on their level. The beauty is that you know it exists and it's your duty to implement it
All options seems like the same.
The traders this year are experiencing a major melt down .
And who's to be blamed?
I believe a change in economy can signal rise
It's almost impossible to make profits but strategizing and implementing ideas gathered from people will surely change tides.
It's often pertinent and sacrosanct to seek advice from a finance manager or advisor in order to control recession and achieve high gains.
Because I strongly believe even the commonest of investment can still yield profit.
This video is like a treasure trove of financial wisdom! The way you explained each strategy with examples and visuals made it easy to understand, even for someone like me who's not a tax expert. Can't wait to dive deeper into implementing these.
I like the new way you are doing vids. Nice production value.
Enjoyed the video. Thanks for sharing
Is unbelievable how people go through so many hoops and cratfs and pay so much money to get these things done, when we can all just stop paying taxes. Lets just Have only one tax. One Sale tax period. The government is wasting all our tax money. We need to stop PAYING TO LIVE !!
I actually was researching Opportunity Zones last night to see what changes had come from the previous administration. I'm happy to see Mark did an updated video on this! Love the wealth of information!
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You mention your advisor & that caught my attention. I'm eager to learn more and potentially seek her guidance. Could you share how I can get in touch with her???.
This is great !! Thanks so much ~ I’ve got to reach out and get my trifecta going
How do you suggest holding the IDC generating oil funds? Do you just hold it directly or how does that work?
Can you set these these different programs up after you have made a lot of money or before?
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Doing my capital gains now…good timing.
Love it!
I tried to look up your tax pros in my area. Only a few in my area. Do you offer assistance in any other ways?
Thank U soooo much sir G
How long does a property have to be held and does it have to be a rental in order to do the exchange?
At least 1 year and it cannot be a property you live in
I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Patricia Annie Brooks
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I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
she's mostly on Instagrams, using the user name
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What is the most common winning investment strategy for a new beginner?
As a beginner, it's essential for you to have a mentor to keep you accountable.
I'm guided by a widely known crypto consultant
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For your client that you saved $700,000 in capital gain taxes for 2023, was this from strategies that you organized in 2024 or in 2023?
Is depreciation a deferral? Does depreciation have to be paid back at the sale of the property? If so, are there any tactics to eliminate that repayment?
No depreciation is not a deferral. Depreciation is a loss in value of an asset and is typically “recaptured” at the sale.
Thanks for taking the time to make this.
Question: I am about to close my first real estate deal, a remodel of duplex. Since it is a live in remodel and hold, or a live in flip depending on the market, what is the importance of putting the duplex in an llc inside of a trust? Or should I just keep it under my name, and after 2 years, do the 1031 echange? I am looking to do more of these deals in the future. And I despise taxes. Thanks guys.
Kyle
If you live in it for 2 year you can sell tax free.
What about inheritance?
can you avoid CGT by having two LLC's 1031 exchange assets between each other before depreciation runs out, to reset the depreciation timer as well? Say at about 25 years?
The two party doing transaction shouldn't be related. If that is met, you can go head and do the exchange
I need help with my taxes please 🙏 I been paying this attorneys fees with no hopes
Hey MARK J Kohler 😊👋
For Crypto taxes. If a transaction is under $600, is it taxable?
Yes, every dollar is taxable
@Mark j Kohler hello I would really like your thoughts on the TH-cam channel redacted, Guy speaks of not paying taxes for 30 years and that the way the tax laws are written no American should
I have a trust but it is in my name. Can I change it?
Business owners really have to be their own book keeper and do their own research on tax strategies.
Peter Thiel bought company shares at well below market value in his Roth, should have been considered illegal
How would a crt work for a 40 year old male who just wants to get his money paid back to him asap
Hello,
How many tips savings for crypto tax ?
what about if u have child support
What if we have already invested without the Roth? What do we do then?
Role it over
Very helpful. Life insurance looks like it was made just to benefit the rich to park their money
Taxes irs
Yeah. Like "the rich" have a tight control on all information. /s
TapLike &Comment 4AIgos
When he's looking off-camera, it feels weird as the viewer. It feels like he's talking to someone else, all of a sudden, and it's distracting. You need to think back to what he just said. Better to keep the camera in one position.
Like for algos