Resources

Opportunity Zones Get Major Boost in Congress's 'Big, Beautiful Bill:' New legislation proposes extending opportunity zone tax benefits beyond 2026 with game-changing enhancements: rural areas get "super incentives" with 30% basis increases after five years, simplified 10% step-ups replace complex tiered benefits, and governors can designate fresh zones through 2033. However, a potential 2025-26 investment freeze could stall billions in community development funding as current zones expire before new incentives begin, creating strategic timing challenges for investors.

Selling appreciated investment real estate sans exit planning triggers monumental capital gains taxes erasing wealth built over years. Steep levies forcing liquidation burns through equity funding future retirement. But tax-deferral solutions exist - investors can exchange properties while rolling gains into diversified real estate assets like Delaware Statutory Trusts, mirroring 1031 benefits. Essentially trading existing buildings for fractional stakes in larger portfolios defers tax events. Education is essential beforehand so hard-fought empires don't crumble needlessly overnight from lack of vision when vehicles now sustain wealth long-term.

Looking to supercharge your retirement strategy? Discover why oil and gas investments deserve a place in your IRA portfolio. Beyond traditional stocks, private oil and gas partnerships offer accredited investors powerful diversification benefits while potentially enhancing both growth and income for retirement. Daniel Goodwin's upcoming Kiplinger article reveals how these strategic investments can be leveraged within your IRA for maximum advantage. Don't miss his exclusive Masterclass that dives deep into private partnerships, market timing, and implementation strategies. Perfect for high-net-worth individuals seeking alternative investment opportunities backed by America's energy sector.