Latest / The Red Wagon Estate Planning & Elder Law Show
Don't Be Afraid to Sell: How to Retire from Real Estate without a Huge Tax Hit
You've worked hard to build wealth through real estate, but how do you protect your investment when it's time to sell? For most people, the tax law around capital gains is highly complex, and the implications can be downright paralyzing.
Beyond significant capital gains tax, you may also owe on depreciable assets, a Medicare surcharge, and state taxes. What are the legal options to minimize the tax burden, and how do they fit into an estate plan?
Jeff sits down with Peter May, JD, LLM, CFP, and Ross Rubin, MBA, of DST Sherpa, LLC, to discuss a powerful—and often overlooked—exit strategy: the…
The skinny
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