The Realized Team’s Picks
Can Non-Accredited Investors Invest in Opportunity Zone Funds?
The main impetus of the opportunity zone program is to funnel financial resources into federally designated, lower-income qualified opportunity zones (QOZs) to help with economic revitalization and job creation. The irony of the program is that most opportunity zone funds are open only to accredited investors.
What is a Tax Deferral?
According to the Merriam-Webster dictionary, the word “deferral” is the act of delaying or postponement. Accordingly, deferring taxes means pushing the tax payment to a future date. Using various techniques, taxpayers can defer taxes on income, earnings, and capital gains. Let's take a look at some of the standard options.
Does Raw Land Depreciate?
Depreciation is an income tax deduction that the IRS allows investors to take to recover the cost of the property. It is one of the tax advantages of owning investment real estate, although depreciation also applies to other business assets, like machinery. The depreciation process provides recompense for the investment cost during the asset’s gradual loss of utility. Whether you own an office building, a retail property, or a residential rental, you can use the depreciation process to recover some of the investment over time.
Is Capital Gains Yield the Same as Growth Rate?
Successful investing often requires a host of well-rounded skills, and they are ever-changing. The ability to gather knowledge and perform robust fundamental analysis on prospective investments doesn’t require any particular set of skills, though – yet these tools can help you better understand key metrics such as risk, return, and yield while forming stronger investment strategies.
What is the Capital Gains Tax Rate on Collectibles?
When discussing investments and capital gains, the focus is typically on traditional investments (bonds, cash, and stocks) or alternative investments (real estate, hedge funds, commodities, or private equities).
What is Encumbrance in Real Estate?
In basic terms, an encumbrance is a claim against or a hold on a property by someone who is not an owner. You can consider any limitation on property use as an encumbrance. An encumbrance can limit both the owner’s use of their property and potentially their ability to sell or transfer it.
Do Retired Seniors Have to File Taxes?
Hitting retirement is a milestone, but it can create uncertainty about your finances. One of the major questions we hear is whether retired seniors have to file taxes.
Can You Do A Like-Kind Exchange On An NFT?
Investors have long dealt in all kinds of traditional assets (cash, stocks, and bonds) and alternative assets (hedge funds, real estate, private equity, and stamp or coin collections). Within these asset classes are:
How to Set Up a Trust Fund
If you decide to establish a trust fund, consider your goals before you begin. Doing so will help you determine whether you need a trust and, if so, what type is most appropriate. Trust funds and wills are each estate planning tools and often work together to describe how you want your assets distributed after you die. Trusts can also contribute to tax management strategies and disseminate assets and income while you are still living.
Is Capital Gains Yield (CGY) The Same As Dividend Yield?
As an investor, one of the things that drives your yes/no decisions about whether to acquire and hold a particular asset is the return on that investment, based on what it costs to buy it. In other words, yield. Also known as rate of return, yield is stated as a percentage of the amount you invested in that asset.
