The Motley Fool Discussion Boards

Previous Page

Industry Discussions / Real Estate Inv. Trusts: REITs


Subject:  Re: Retail reits Date:  4/17/2019  11:57 AM
Author:  Valuemongeragain Number:  84652 of 86718

I was taught investing by an uncle who was a CPA. For big gains where he wanted or needed to sell he had two methods of dealing with it.

1. What he called peeling the onion, where you sold off a small to medium portion of a big holding with a big gain each year never paying too much in taxes.

2. Just pay the @#1& tax.

Different situations like tax rates, company fundamentals, and your personal situation may lean towards one or the other method.

Since Bush II, tax rates have made Method #2 more palatable.

I have had both methods provide great and poor results.
Copyright 1996-2021 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us