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Tax, SDIRAs & Cost Segregation

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William Coet
  • Lititz, PA
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Real Estate or Stocks. Same ROI, Which is Better For Taxes?

William Coet
  • Lititz, PA
Posted Mar 19 2021, 20:39

If a RE investment and Stock investment return the same amount of ROI over a 15 year period and then sold which is the better investment? Assuming a 1031 is not used (they may not exist in 15 years), do certain structures of owning the stock (Roth ira) make the stock investment more desirable from a tax perspective?

Thanks!

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