The Five Tax Deferral Strategies
1. Self-Directed IRAs & Solo 401(k)s – These are retirement accounts you control. You can use them to buy real estate—rental properties, syndications, even lend on flip deals—so your gains compound tax-free (or tax-deferred). The rules are strict, but the payoff is real. If you haven’t explored investing from these accounts, start sooner rather than later. Every year you wait is another tax bill paid unnecessarily. Full detail here.
2. 1031 Exchanges – This IRS code lets you sell an investment property and roll those proceeds into another without paying capital gains tax—if you follow the rules to the letter. Used right, it’s a way to grow your portfolio exponentially, without the drag of taxes at each step. Full detail here
3. Opportunity Zones – Investing in designated areas can mean years (sometimes a decade or more) of deferred or eliminated capital gains tax. While the windows are changing year-to-year, there still are possibilities if you know where to look and act quickly.
4. Deferred Sales Trust – Can be used to defer gain on any highly appreciated asset – including the sale of a business. Full detail here.
5. Cost Segregation – One of my favorite & most used tax deferral strategies. In certain deals, this can be like writing off a portion, or the entire investment amount. Full detail here.
Here are 32 properties for sale, many work for fix & flip