#23: Like learning how to optimize your taxes/wealth?
Then heads up, because Opportunity Zones may be really relevant to you.
In a nutshell: It’s a government investment program designed to spur economic development in certain geographic zones; in return, it provides a way to snag huge tax breaks and tax-free investment gains.
Think of it as a turbocharge for your 4x4 FIRE framework “save” & “invest” pillars.
But the O-Zone program is not well-understood or even well-known by most investors.
So this week, I invited David Sillaman, one of the pioneers in Opportunity Zone fund creation, to the podcast to explain key rules and benefits of the program.
We talk about:
Is this program attractive to you as an investor? What questions do you still have about it that you want me to answer? Let me know by leaving a comment.
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Links mentioned in this episode:
Intro/Outro: Old Bossa by Twin Musicom.
