If you have a leveraged equity real estate in an i r a, you may end up paying tax. If it's in a four one k, you don't pay it. So it's basically an avoidable tax. And that's why he's interested in getting the money into aFour One K. But if you're going to have stocks and bonds in your portfolio anyway, then it can make a lot of sense to just have the equity real estate be outside the four o one case.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode