Ready to save $10k-$50k in taxes this year? https://taxstrategy365.com/yt-app
In this video, I’ll walk you through the exact tax traps most investors miss when selling an STR—and how to avoid them.
You’ll learn:
* The tax math no one talks about (spoiler: your loan balance doesn’t matter)
* Why timing your sale matters just as much as your purchase
* How equity before vs. after taxes works
* The 4 different taxes you’ll face—and how to reduce or avoid them
* Whether a 1031 exchange is worth the stress (and when a lazy 1031 is better)
* The simple mistake that could make your entire tax deferral strategy pointless
I’ll even show you the one IRS form to check before you make a single decision.
Whether you’re upgrading, offloading, or reallocating, this guide will show you how to exit without getting slammed by the IRS—and keep your momentum going with smart reinvestment strategies.
Timestamps
00:00 - Why investors lose money when they sell
00:53 - Your loan balance doesn’t matter
01:32 - This is your real starting number
02:10 - The 4 taxes you’ll owe when you sell
02:38 - Depreciation recapture
03:28 - Capital gains tax
03:46 - Net investment income tax
04:00 - State income tax
04:23 - Why most investors miss this
04:51 - When to use a 1031 exchange
05:24 - The “lazy” 1031 exchange
06:16 - This IRS form changes everything
07:05 - What to do before you sell
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*None of this is meant to be specific investment advice, it's for entertainment purposes only.
