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Old 04-13-2004, 08:51 AM   #1
cheapchinese
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Join Date: Apr 2003
Location: LA, California
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Lightbulb List of Unrealized/Non taxable Income

Similiar to this thread : http://www.gotapex.com/forums/showthread.php?t=73825 (List of Realized/taxable income)

Just want to start making a list on what are Unrealized income, basically the book said, the best way to accumulate wealth is through unrealized income.

From what i know now

Municipal Bond -tax free
IRA - deferred
Stocks - can appreciate, will be taxed if sold

anymore
Investment property (appreciation of the property is only taxed when you sell the property)tax free for 250K single, 500k for couple ==edited

Any personal use property (not cars, boats, etc..) - appreciation isn't taxed at all (up to a certain amount, which I think is pretty high) if you have lived in the house for 2 of the last 5 years~~~ from gui

Insurance: VUL and annuities = newly added
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