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Real estate taxes and retirement accounts
Private real estate comes with its own tax forms and rules: K-1s, depreciation, 1031 exchanges and opportunity zones, plus special rules inside an IRA or solo 401(k). These guides explain how they work. They are not tax advice.
Every guide
6 guides in taxes and retirement
Real Estate Syndication Taxes and K-1s for InvestorsYou report your K-1 share each year; passive losses carry forward and are released when the deal sells.9 min read →Cost Segregation and Bonus Depreciation ExplainedA study shifts building cost into short-life property that 100% bonus depreciation can deduct in year one; recapture follows at sale.7 min read →Self-Directed IRA and Solo 401(k) Real Estate InvestingAn IRA can own private real estate through a custodian, but debt-financed income, prohibited transactions and RMDs need planning.7 min read →Real Estate for Retirement Income: Syndications, REITs and BondsReal estate can add retirement income, but REIT yields trail bonds today and private distributions can pause.10 min read →DSTs and 1031 Exchanges: Delaware Statutory Trusts ExplainedDSTs can take 1031 exchange money under Rev. Rul. 2004-86; syndication LP interests generally can't.8 min read →Opportunity Zone Investing: How the New Rules WorkOld deferrals end with 2026; from 2027 a QOF investment gets a 5-year deferral, a 10% step-up and the 10-year exclusion.8 min read →
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