EPISODE · Dec 26, 2023 · 21 MIN
Should We Sell Stocks to Make a Large Purchase?
from Ready For Retirement · host James Conole, CFP®
Should you sell long-term stocks for a real estate investment?I walk through one listener’s question and explain what you need to consider before making such a decision. Aside from the obvious–is it a good financial investment–you also need to consider if it's a good emotional decision.Learn:➡ The tax implications: how are capital gains taxed differently?➡ How to compare the dividends of a bond to those of a property investment➡ What important factors and questions need to be carefully accounted forQuestions Answered:When does it make sense to sell long-term stocks for real estate investments?How can you determine the “dividends” of a real estate investment?Timestamps:0:00 - Trade stock for real estate?2:55 - Calculate yield6:39 - Consider net operating income9:15 - Other considerations12:36 - Calculate taxes18:57 - Quick summaryCreate Your Custom Strategy ⬇️Get Started Here.Join the new Root Collective HERE!
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Should you sell long-term stocks for a real estate investment? I walk through one listener’s question and explain what you need to consider before making such a decision. Aside from the obvious–is it a good financial investment–you also need to consider if it's a good emotional decision. Learn: ➡ The tax implications: how are capital gains taxed differently? ➡ How to compare the dividends of a bond to those of a property investment ➡ What important factors and questions need to be ca...
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Should We Sell Stocks to Make a Large Purchase?
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