Opportunity Zone investing is getting a lot of attention in the Bay Area, but what issues has many investors keeping this capital gains deferral at arm’s length?

Opportunity Zone investing may be an option for anyone with low basis stock to sell, defer capital gains tax and diversify into real estate. It may sound fantastic, but investors are wondering what will happen in 2026 when the tax code reverts? Other topics include:

• Correcting last weeks segment on inherited stocks
• What to think about as the S&P closes in on its September high
• Is elder abuse much worse than reported?
• What to do if you suspect someone is a victim of elder financial or physical abuse
• Passive retirement income opportunities & how to reduce taxable retirement income

 

 

Join Rob Black and I for our Retirement Income and Tax Planning Seminar at the Toll House Hotel in Los Gatos on Thursday, May 16th. Click HERE to sign up!

 

Email your money question to [e-mail] , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.