| By E.B. Tucker, editor, Strategic Investor Imagine paying no capital gains taxes—zero taxes on the biggest gains of your life. It’s possible… and you don’t have to be a billionaire or even a millionaire to do it. Earlier this month, a close friend invited me to a small, one-day conference in Newark, New Jersey. What I learned could be the single most important piece of investment knowledge you’ll hear about during the Trump presidency. If you scan news headlines for weeks, you won’t hear one mention of this from the mainstream media. In the constant drumbeat of hysteria and bogus investigations, a trillion-dollar tax incentive for investors of all sizes doesn’t get any airtime. The small conference I attended was all about taking advantage of this tax incentive. It has to do with “opportunity zones.” They’re a part of the Tax Cuts and Jobs Act of 2017.  At the Forbes Opportunity Zones Summit in Newark, New Jersey
| Recommended Link | Trading Expert Reveals Irresistible Option Trade This unique plan is designed to help you get your retirement on the fast track. To start, it uses options… Now, there are a lot of misconceptions about options. But there’s one thing everyone agrees on: Options have the potential to make you rich—fast. With a single trade, you could make 3x, 5x, and even 10x your money far faster than with traditional buy and hold methods. That makes them the perfect vehicle to jumpstart your retirement. Do you know what it really takes to become a successful trader? | | | -- | The government has a specific definition of an opportunity zone. Among other things, at least 20% of the residents need to be below the poverty line. Unemployment needs to be greater than 14%. Generally, these are areas passed over by big investors. However, opportunity zones are not war zones. There are over 8,700 of them. That’s about one in eight census tracts in the country. This map put together by the Economic Innovation Group has a search feature so you can see if there’s one in your town.  Roughly one in eight census tracts is an opportunity zone
How They Work Buried deep in the 2017 tax bill is an incentive like none I’ve seen come out of Washington in my career. When people look back on this law years from now, they’ll think two things. First, this is a big private-sector incentive to solve an even bigger public-sector problem. With what I know now, I think it will work. The history books will call it the most productive tax incentive ever. Second, it’s the only chance I know of to pay zero capital gains taxes on profits while controlling where that money goes next. Most tax incentives mean handing over your hard-earned fortune to a glad-handing philanthropist. In this case, you maintain control. You also keep future profits. These two links will answer some of the more detailed questions about how opportunity-zone investments work: Anyway, back to the conference. Steve Forbes opened for it and he said there’s over $6 trillion in unrealized capital gains in the U.S.  Forbes says there's over $6 trillion in unrealized capital gains in the U.S.
Let’s say you bought $25,000 worth of stock many years ago. Today, it’s worth $300,000. You’ve put off selling it because you don’t want to pay taxes on the capital gain. Using this incentive, you could sell that stock and pay no capital gains taxes if you reinvest the proceeds into a qualifying investment located in one of the over 8,700 opportunity zones. That investment can be a business, real estate, or an equity investment. As long as it meets the criteria laid out by the IRS, you won’t pay any capital gains taxes. The idea behind the incentive is to funnel investment dollars into areas previously passed over by big money investors. The opportunity zones in my town are right next to mega-developments. I looked at a property recently that qualifies. I’m working on an offer right now, as I think this area will see a surge of investment in the coming years. There’s also a requirement that you hold the opportunity-zone investment for at least 10 years. The idea there is to avoid hot money moving in then out just to save on taxes, so these areas have a chance to see real, long-term capital investment. It’s important to talk to an up-to-date CPA before making these moves. My CPA knew all about it when I brought it up. The requirements are important to follow, but not as difficult as you’d imagine. | Recommended Link | Silicon Valley guru: “The first trillionaires will come from this” Is it possible for a lone investor to become a trillionaire? According to Silicon Valley experts… including a billionaire “Shark” from the popular business show… The answer is yes! All it takes is the right opportunity. And the new device you see above is expected to grow into a $15.7 trillion market. Better yet, only three companies dominate this technology. You can get in now for around $226. | | | -- | Domestic Emerging Markets New Jersey Senator Cory Booker also spoke at the conference. He was the mayor of Newark when it was a dump. He calls opportunity zones “domestic emerging markets.” Booker used private-sector incentives to lure developers and investors to Newark. It worked. By the end of his term, Newark accounted for one-third of all the building permits in New Jersey while housing only 6% of the population. Regardless of his politics, Booker got this issue right. He was a big supporter of the opportunity-zone legislation. He spoke about Newark’s success and his hope the entire country would experience the same. I found this pretty right-minded for a guy who’s generally on the far left. It’s a reminder that opportunity zones are about real tax incentives, not politics. | Recommended Link | | Trump Signs Executive Order Adding This Metal to The “U.S. Critical Mineral Directory” China is pushing this metal toward extinction because of its massive battery factory… That happens to be 50 TIMES bigger than Tesla’s Gigafactory. It’s as big as 95 football fields! Every company that creates phones, laptops, or electric cars… Will all face off against each other… each trying to be the highest bidder for the last scraps of a metal that could be in a critical shortage for years, if not decades. The result could end up flooding billions of new dollars into the industry. And one virtually unknown company could get the lion’s share, sending its stock through the roof. This stock could make the profits people got after Tesla’s Gigafactory opened… For all the details on this time-sensitive opportunity... | | | -- | Still Warming Up In addition to Forbes and Booker, I also heard from basketball legend David Robinson, Los Angeles Mayor Eric Garcetti and former Facebook President Sean Parker. The consensus among all these speakers was: We’re not even in the first inning of opportunity-zone investing. You’ll hear more about opportunity zones in the coming years. If it’s something you think would work for you, now’s the time to take action. There’s no limit to the number of investors who can form opportunity-zone investment funds to take advantage of this once-in-a-lifetime tax incentive. While savvy investors have heard about these zones, few have filed the forms needed to make investments. Goldman Sachs jumped on this early, forming eight funds specifically dedicated to opportunity-zone investments. Several large banks, billionaire families, and notable investors have done the same. When we look back on this time, we’ll see this tax incentive helped quick-thinking investors defer taxes for decades. We’ll see it allowed those fortunes to grow while others faced taxes. If you’re sitting on big investment gains, you might want to look into this now. Regards, 
E.B. Tucker
Editor, Strategic Investor P.S. I’ve just released a brand-new video explaining this opportunity in more detail. This is one of the single greatest tax incentives in U.S. history. And it’s critical for anyone wanting to take advantage of this new tax law to look into it now. If you’re interested, you can go here to start watching. DID YOU MISS TEEKA'S BIG REVEAL? PBRG guru Teeka Tiwari is turning the tables for Main Street investors. You see, Wall Street has been keeping the profits from the “sweetheart deal” market all to itself. And Teeka’s watched a $1,000 investment in this space turn into as much as $1.6 million. So to level the playing field, he recently pulled back the curtains on how you can get in on these types of profits, too. Find out all the details in Teeka’s newest presentation right here. 
Like what you’re reading? Send us your thoughts by clicking here. | 
没有评论:
发表评论