Suma Monde Kapital Partners’ Post

Account selection is different from investment selection. Here’s what I mean 👇 -Traditional IRAs -401(K) -403(B) -Taxable brokerage -457 -Simple IRA -SEP IRA These terms tell you the account type and it’s tax status (how it’s taxed going in, growing, and coming out) it does not tell you what investments are held within the account, which is chosen separately.

EXTENDING THE TAX INCENTIVE FOR TWO YEARS December 31, 2026 is the current deferral date. This is also the final date on which an investor can realize a capital gain that is eligible for investment into a Qualified Opportunity Fund. The legislation would push this date back by two years, to December 31, 2028. #legislativeupdate #legislation

Investment Tip of the Week: Understand Tax Benefits Take advantage of tax benefits such as depreciation, cost segregation, and 1031 exchanges to enhance your returns. These tax strategies can significantly impact your bottom line and boost your investment performance. #RealEstateInvesting #TaxBenefits #TNTCapitalPartners #multifamilyinvestment #multifamilyinvesting #realestate #realestateinvesting #passiveincome #finacialfreedom #syndication #multifamilysyndication

Investors benefit from a 1031 exchange because it allows them to reinvest the full amount of their sale proceeds into new property, leveraging the power of compound interest and growth without immediately paying taxes on gains. This can effectively increase their purchasing power and facilitate portfolio diversification or consolidation, depending on their investment strategy. Over time, this tax deferral mechanism can lead to significant wealth accumulation by allowing the investment to grow tax-deferred indefinitely until an eventual sale outside of a 1031 exchange, at which point capital gains taxes would be due unless further planning is undertaken.

The taxation of capital gains from equity funds is contingent on the holding period. Equity funds, with a minimum 65% equity exposure, yield short-term capital gains when units are redeemed within a year, taxed at a flat 15%, irrespective of income tax bracket. For units held for over a year, long-term capital gains are tax-free up to Rs 1 lakh annually. Beyond this limit, a 10% LTCG tax applies without the benefit of indexation. This tax structure aims to incentivize long-term investment while imposing a moderate tax on short-term gains, providing clarity for investors in the realm of equity mutual funds. . . . . #equityfundtaxation #capitalgainstax #shorttermgains #longtermgains

📉💡 Explore the world of Tax Loss Harvesting! 🌐 Reduce tax liabilities strategically by selling underperforming investments. Learn how this tax-saving tool works in our latest insights! 🚀📊 👇 https://bit.ly/3TrQath #TaxStrategies #TaxLossHarvesting #TaxLoss #investment

As you build an investment portfolio and start to buy and sell assets more frequently, the implications of your realized capital gains and losses can have large implications on your taxable income. In this video, we take a moment to understand how tax loss harvesting can help you manage your taxable capital gains over the long-term. GTS #6 in the comments. Prizes to start being given out next week for those with 3 correct guesses!

We're nearing tax year end, a good time to learn about the tax-efficient investments available to you for the new year ahead. Enterprise investment schemes and venture capital trusts are schemes that offer significant income tax and CGT benefits. Find out more in our recent guide: https://bit.ly/3S5ra8G #TaxPlanning #EnterpriseInvestmentScheme #TaxEfficient #Investing

As your asset portfolio grows, managing your realized (and unrealized) capital gains properly provides immense value to your portfolio over time. We take a look at what that looks like in this video.

Tax refunds | 3 safe investment options Did you get a tax refund? If so, this is your chance to treat yourself, but also to take advantage of it by investing. Here are 3 safe investment options in an uncertain market. Let’s talk about them. :) 👉Click the below link and fell free to reach out if you need any help or assistance. https://lnkd.in/gCeJ_sSN #kaur_eduempower #SetlleInCanada #IamInvestedInYou