Should We Sell Stocks to Make a Large Purchase?

Should We Sell Stocks to Make a Large Purchase? James Conole, CFP® 21:46

Should you sell long-term stocks for a real estate investment?

I walk through one listener’s question and explain what you need to consider before making such a decision.

Aside from the obvious–is it a good financial investment–you also need to consider if it's a good emotional decision.

Learn:
➡ The tax implications: how are capital gains taxed differently?
➡ How to compare the dividends of a bond to those of a property investment
➡ What important factors and questions need to be carefully accounted for

Questions Answered:
When does it make sense to sell long-term stocks for real estate investments?
How can you determine the “dividends” of a real estate investment?

Timestamps:
0:00 – Trade stock for real estate?
2:55 – Calculate yield
6:39 – Consider net operating income
9:15 – Other considerations
12:36 – Calculate taxes
18:57 – Quick summary

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