When Paying Capital Gains Tax Now Beats Deferring
Pay the tax now if your gain is small, your timeline is tight, or you need the cash.
Sujata Warrier
Section
Tax Deferral
8 stories in Tax Deferral.
Inflation's Effect on Deferred Tax Liability Over Time
Inflation silently shrinks the real cost of a deferred tax bill across multiple 1031 exchanges.
Theodore Vann
Velocity of Capital in 1031 Exchange Portfolios
Qualified intermediaries hold sale proceeds in limbo, creating a hidden drag on portfolio returns.
Marco Delgadillo
Interest Income on 1031 Exchange Funds During the Hold Period
Most QIs pocket the interest your exchange funds earn while you wait.
Sujata Warrier
1031 Exchange Returns Versus Taxable Real Estate Sales
Deferring taxes through an exchange preserves equity that compounds across multiple property sales.
Sujata Warrier
Effective Tax Rate Reduction Through Perpetual Deferral
Chaining property swaps with a death-step-up can erase decades of capital gains.
Rosalind Achebe
Serial 1031 Exchange Laddering Over a 30-Year Hold
Holding real estate through serial exchanges and stepped-up basis can compound wealth over decades.
Theodore Vann
Deferred Capital Gains as an Interest-Free Government Loan
Deferring capital gains taxes through 1031 exchanges functions as an interest-free government loan.
Rosalind Achebe