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Buy, Borrow, Die Tax Strategy: How to Repay the Loan

Sharon Winsmith 28 views

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Buy, Borrow, Die Tax Strategy course ▶ taxplanninghqcom/buy-borrow-die/
Comment from : @sharonwinsmith

Sharon, i think this is for everyone, they just need to develop their financial , debt handling muscles
Comment from : @AnonymousPerson488

1:06 she roasted the shit out of me at the beginning of this video
Comment from : @Shariott

What are the best companies for an SBLOC? Like Vanguard or Charles Schwab or something??
Comment from : @juanramosjr3904

Girl those roots!
Comment from : @joejoe5511

Great strategy, but SBLOC loans are usually non-purpose How do you get around that?
Comment from : @scubapc

U rock! Great information Thank you
Comment from : @controllinghand

I truly enjoy your informative videos As a newcomer to edupreneurship, I recently launched my own LLC Your content has been instrumental in helping me stay organized and focused on my goals I look forward to continuing to learn from you and grow in this exciting field
Comment from : @ValgarLLC

Benefits of Schwab vs IBKR , for pal
Comment from : @shaul542

Thank you for sharing This is rock solid!
Comment from : @hr2079

Lately Banks are being a " stick in the mud" when it comes to paying another bank ( when you buy an asset) Have you ran into banking problems, IE bank unwilling to send 150K to another for an newly bought rental, or business, even though it is NOT a loan from that (your main bank) It is cash you recently got from a equity cash/out? , Also , once you get the proceeds from a loan against equity ,MUST i use it in a certain time limit? will it be a cash proceed and taxable event after you have not used it for business purposes after say, 30 days?
Comment from : @andreavandekleut6379

Fab video
Comment from : @MRW515

Unless they enact a tax on unrealized capital gains?
Comment from : @dwdwone

great video 🎉❤
Comment from : @dreamwork69

👀
Comment from : @AkaBull

thank you!
Comment from : @jimd1617

I had a similar question about real estate funds While they dont pay dividends, at some point it cashes out once the investment comes full circle, how do you avoid taxes on the proceeds? Ive always heard that one of the disadvantages of a real estate fund is that they are less tax efficient than individual real estate properties, etc
Comment from : @nickatnight782

Can you write off that interest?
Comment from : @mrbigcat9

How to handle ira’s? Anyway to borrow against those?
Comment from : @Theweightlossdietitian

What real estate fund are you talking about that is tax efficient?
Comment from : @jeffstahl9107

So much value in this video thanks 🙏
Comment from : @zentravel1515

So if you had a SBLOC and you used dividends to pay the interest and principal each month do you pay taxes on the dividends used to pay back the loan ?
Comment from : @Peter838-v9y

Thanks!
Comment from : @m-mart

What happens to the loan when I die? I've been through the video twice and didn't hear anything about how my estate handles the loan I know my heirs get a stepped-up basis in the stocks I own, but won't the stocks have to be sold to satisfy the loan? Is that not a taxable event to the estate?
Comment from : @gregoryellis324

Hii would like to ask if non us residents who open LLC in US to trade in stocks and have certain amount of sharesare they eligible for SBLOC as non US residents?
Comment from : @ikhwanikhwan7658

Hi Sharon I enjoy your content As I research the SBLOC it seems to me that M1 finance is easier to use than IBKR M1 also allows up to 50 limit and a 25 maintenance requirement On the Interactive Broker site, I cannot even get the "clunky" calculater to work properly Also, question, if we get dividends from our SBLOC securities account are they treated differently by the IRS? I was reading something about that but I'm confused if the different treatment is from the account OR if its for someone who buys securities on margin
Comment from : @barrywittine6513

I would love to create content with you how can we get in contact?
Comment from : @JonathanAguilera-fz3vx

Is the interest of the margin loan tax deductible ? Thank you
Comment from : @JulioMoscoso39

I love watching your videos! They're very helpful! Is there a reason why you never mention HELOCs when using this strategy? I'm still pretty new in my investing career, but I've used a HELOC and I found it helpful Thanks again!
Comment from : @kylehern5132

Sharon, what are your thoughts on using SBLOC to leverage up your S&P500 position to 125x or even 135x? Do you view any level of margin leverage prudent?
Comment from : @925Prophet