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Podcast: The Real Estate Espresso Podcast
Episode: AMA - Tax Efficient Investing
Description: This question comes from Michael who writes:
One that I struggle with is as follows. Since my non qualified investments are mostly in index funds and mutual funds, my ability to deploy them for investing is limited. I can of course sell for liquidity, but incur an enormous capital gain tax (Remember for those of us in high tax states like NJ- and even worse in CA- there is a state tax on the Cap gain that be as onerous as the Federal Tax) as we have out of ignorance in the past. So ther...