Roll a realized capital gain into a Qualified Opportunity Zone fund within the deadline. The original gain is deferred, and if you hold ten years, the new growth comes out completely tax-free.
See how it works through one simple example.
You take a freshly realized capital gain and reinvest it into a Qualified Opportunity Zone fund within the deadline.
The tax on that original gain is deferred to a later year.
Hold the fund for ten years and the new appreciation is completely tax-free. You defer the old tax and erase tax on the new growth.
Educational guidance, not tax advice. We confirm every figure and your eligibility before you act.
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The honest version.
The tax on the original gain you roll in is pushed to a later year.
If you hold the fund ten years, the growth on the new investment is tax-free.
These are long-term, illiquid investments. The tax break does not remove investment risk.
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