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cover of episode Should We Sell Stocks to Make a Large Purchase?

Should We Sell Stocks to Make a Large Purchase?

2023/12/26
logo of podcast Ready For Retirement

Ready For Retirement

Shownotes Transcript

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 summary

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