Opportunity Zone investing is getting a lot of attention in the Bay Area, but what issues has many investors keeping this capital gains deferral at arm’s length?
New Focus on Wealth with Chad Burton
English - April 24, 2019 16:16 - 36 minutes - 8.51 MB - ★★★★ - 60 ratingsInvesting Business News estate financial investing planning retirement wealth certified financialadvisor financialplanner fitness Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Opportunity Zone investing may be an option for anyone with low basis stock to sell, defer capital gains tax and diversify into real estate. It may sound fantastic, but investors are wondering what will happen in 2026 when the tax code reverts? Other topics include:
Correcting last weeks segment on inherited stocks What to think about as the S&P closes in on its September high Is elder abuse much worse than reported? What to do if you suspect someone is a victim of elder financial or physical abuse Passive retirement income opportunities & how to reduce taxable retirement income
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