Taking a $2 Million Stock Portfolio Line of Credit - Our “Buy, Borrow, Die Strategy” to Avoid Taxes

Our Rich Journey Podcast

▸▸▸https://www.365daystofire.com/ We're so excited to announce that enrollment for our 365 Days to F.I.R.E. Program is now open! To learn more, go to: https://www.365daystofire.com/ ▸▸▸Enroll in our Stock Market Investing Course for Financial Independence and Retiring Early: https://www.ourrichjourney.com/investingforfire Enroll in our new 21 module, 4-plus hour stock market investing course with more than 30 handouts of summary notes, homework assignments, and resources. Learn how to research and select investments, how to determine your asset allocation, how to rebalance your portfolio, how to optimize your investments for tax purposes, how to automate your investments, and much more (including a 19-page Investment Plan to work on)! ▸▸▸Enroll in our FIRE Master Class: https://www.ourrichjourney.com/firemasterclass This FIRE Master Class is designed for people interested in pursuing financial independence and retiring early. In the Master Class, we explain how to live off of your investments during early retirement; how to withdraw money from your investment accounts to support your living expenses during retirement; how to calculate your FIRE number; new and creative ways that you can save money; new side hustles for making money; how to invest in the stock market and in real estate; we discuss healthcare options in retirement . . . and MORE! Books that have helped us on our Financial Independence Journey ----- The Bogleheads' Guide to Investing: https://amzn.to/2UjEc4j The Intelligent Investor: https://amzn.to/2MKGokh A Random Walk Down Wall Street: https://amzn.to/2zIVI8p The Book on Rental Property Investing: https://amzn.to/2UkwgQ6 Building Wealth One House at a Time: https://amzn.to/2ZJQuDW Rich Dad Poor Dad: https://amzn.to/2ZD29IK The Total Money Makeover: https://amzn.to/2Lc0thn The $100 Startup: https://amzn.to/2UnBpqK Freakonomics: https://amzn.to/2HCnDeJ ▸▸▸Follow us on Instagram: https://www.instagram.com/richjourney/ Our Rich Journey – Taking a $2 Million Stock Portfolio Line of Credit - Our “Buy, Borrow, Die Strategy” to Avoid Taxes - Have you heard of the 'Buy, Borrow, Die' strategy? It's how tech billionaires never sell their stocks but still live off the value of their portfolios. The good news is, it's not just for billionaires—you can also do it too! In this video, I'll explain how they leverage a Securities-Backed Line of Credit (SBLOC) to access cash while keeping their investments intact. I'll guide you through understanding interest rates, tax reduction opportunities, and the risks involved in using your portfolio as collateral. We'll also discuss practical tips to help you avoid pitfalls. Whether you're looking to maximize your wealth or safely leverage your portfolio, this discussion will reveal the key considerations for using SBLOCs effectively. Stay tuned, and I'll show you how to borrow from your stock portfolio, optimize your tax strategy, and make smarter financial decisions! ▸▸▸Check out some of our other videos! Oh NO! Interest Rates Are Going Up! | Here's How to Invest in the Stock Market: https://youtu.be/mlD5OImfrEE DISCLAIMER: We are not financial advisors. Our videos are for educational purposes only and merely cite our own personal opinions. In order to make the best financial decision that suits your own needs, you must conduct your own research and seek the advice of a licensed financial advisor if necessary. Know that all investments involve some form of risk and there is no guarantee that you will be successful in making, saving, or investing money; nor is there any guarantee that you won't experience any loss when investing. Always remember to make smart decisions and do your own research! AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at no additional cost to you, we may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact our personal opinions.

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