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Taking Advantage of What Today’s Market is Giving You

Are you living your investment life on cruise control caught up in the reverie on what appears to be an endless rising market with no ceiling?

Or are you frozen in place wondering what is around the next turn?

Hopefully neither… but regardless, I feel it is prudent today to step back to the basics.

As one of my mentors taught me long ago, ask yourself “What is the market giving me?” In our current state of affairs, it’s also prudent to ask, “What tools can I take advantage of that may not be available in the near future?”.

This is no great revelation, but I think we are all aware that at some point the massive money printing is going to have to subside, and then the pain of paying the taxes to cover our debt begins.

So, what does that mean?

It seems many have been so caught up in the returns they receive that they have lost sight of another fundamental: “It’s not what you make that is important, it’s what you keep.”

Your largest expense in your life will be the taxes you pay, and in my opinion, this should be of equal, if not greater, emphasis as it has a massive impact on your overall net of return.

Let’s look at this…

Currently, we have a gift called accelerated depreciation. We believe this will be on the government’s “chopping block,” and it would behoove all of us to look for ways to take advantage of this gift while we still have it. The ability to totally depreciate an asset in year one is huge.

Let me ask you something…

If you lost the ability to roll funds from a traditional IRA or 401K to a Roth, how would that affect your future wealth?

Rumors are this type of roll over is too on the “chopping block .” There is no time like the present to start looking for strategies to convert to a Roth account while you still can.

Especially when you consider the amount of money that is currently sitting in these accounts.

The “AHA” moment I had when I was introduced to the CO2 capture investment was to roll an amount from my traditional accounts to their Roth counterparts and, rather than pay the tax, match it to an investment amount in CO2 capture equipment and take advantage of the accelerated depreciation.

To enhance this strategy, we have another gift of limited life span. Now is the time to take advantage of our record low interest rates.

By entering 50% leverage into your carbon capture investment, you could receive twice the deduction of your invested dollars.

In summary, taking stock of what the market is giving you, especially when you couple it with tax advantages that may be short lived, the urgency of taking action becomes apparent.

If you would like to discuss how CO2 capture could benefit your portfolio, schedule a call with us.