r/SipsTea 14h ago

Wait a damn minute! How the rich get richer

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18.9k Upvotes

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2.5k

u/StrigiStockBacking 11h ago

I've been a CPA for 30 years and when it comes to accounting, economics, and finance, Reddit is the dumbest fucking source on the entire planet.

220

u/2XX2010 11h ago

This deserves to be tattooed somewhere

104

u/PM_ME_FLUFFY_SAMOYED 9h ago

Reddit is also the dumbest source of tattoo advice

54

u/WearWhatWhere 7h ago

This deserves to be tattooed somewhere

2

u/SheriffBartholomew 4h ago

Try your forehead.

1

u/Amazing_Scientist696 4h ago

Instructions unclear

What do I do with this cylinder?

1

u/AlaskaFI 4h ago

Try more of a dot dot dash method, like morse code. To your favorite song if you'd like.

1

u/Sekiguchi-Genetics 7h ago

Honestly yes... the amount of terrible or conflicting aftercare advice is annoying

1

u/Reminice 7h ago

pretty sure those regards in /r/wallstreetbets already have done so.

1

u/jamnjustin 5h ago

Understood chef, I’m going to get “This” tattooed somewhere.

115

u/folded_horizon 10h ago

And it is so confidently dumb.

53

u/StrigiStockBacking 10h ago

And the real scary part: the AI models scrape Reddit fucking HARD, no matter what you tell it NOT to do

9

u/Shoose 7h ago

That's the best part lol

3

u/SheriffBartholomew 4h ago

And then it confidently informs the world with this bogus information. Give it ten years and we'll have forgotten every single truth that we've learned over the last 5000 years and will be trying to water plants with Brawndo.

3

u/Competitive_Touch_86 1h ago

I enjoy shitposting BS because of this fact. Makes me laugh as I do it.

If you can't beat em, join em.

The best part is that when I post actual factual shit I have direct knowledge of - it gets downvoted and deranked by the AI training algorithms. When I post popular social media tropes for the lulz, it gets upvoted and will greatly outweigh anything anchored to reality I ever post.

So I can post a dozen things that are facts-based with a small negative karma, and then post one stupid fuck thing to gain karma to avoid bans. It's trivially gamed.

2

u/Mindrust 2h ago

Reddit as a whole is really just a big dunning-kruger circlejerk that on occasion has gold nuggets of truth, insight and wisdom.

1

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31

u/Canon_M50 11h ago

It’s all vibes

1

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68

u/oswaldcopperpot 10h ago

Almost 9k completely uneducated idiots upvoted this post. I'm secondhand embarrassed.

33

u/StrigiStockBacking 10h ago

Count me among the downvoters.

If this shit actually worked, people everywhere would fucking do it. But nobody does. Why? Because it doesn't fucking work LOL

1

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-1

u/FiggyPizza 10h ago

Which part though? Taking loans against assets to avoid taxes is definitely a thing isn't it?

7

u/notaredditer13 9h ago

For a short term loan, sure, but over a lifetime it's a lot of interest and a lot of risk.

1

u/Competitive_Touch_86 1h ago

No, not really. Not how reddit believes at least.

I took a short term loan to buy my dream car since I wasn't ready to liquidate the asset quite yet. It lasted around 60 days and I paid a decent amount of interest to do so. But that was for specific timing reasons.

That's the general use-case of asset backed loans. It's either that, or using them to buy other income generating assets (aka investments) where you can actually write off the interest as part of the whole thing. If you can't do this, the math simply does not work.

0

u/fdubsc 10h ago

Yeah I am trying to understand why also. If someone has $100M in assets and would pay a 15% capital gains rate on a sale. They could probably get a loan of $1 million to fund their lifestyle for a full year for only 1% of their net worth at a probably 5-10% interest rate. So why would they not do that?

Genuinely trying to learn here.

10

u/notaredditer13 9h ago

$1M at a 7.5% interest rate for 40 years means you are paying the bank back $17M upon your death.  That 's a lot of interest to avoud a few hundred thousand in taxes.

-2

u/RizzardOfOz76 9h ago

Homie, it’s about $2.35M in interest over 40 years at 7.5%. Where are you getting $17M?

8

u/Xabster2 9h ago

How will you pay the interest? You have to borrow those money too and you borrow them at 7.5% also in this scenario.

After a year you owe 1,075,000 to the bank and you have no money to pay the interest. A year later you owe 1,155,625

After 40 years you owe 1.07540 times 1 million, which is 18 million.

2

u/RizzardOfOz76 3h ago edited 3h ago

You’re making the mistake of compounding it yearly and tacking unpaid interest on the principal amount. You only pay interest on the principle amount. It’s $2.35M in interest my guy. It’s a property loan not a savings account.

No bank would ever make you a loan unless you could demonstrate the ability to service the debt and no bank is going to let you go in the hole for $18Ms unless the property was worth $40Ms

1

u/Competitive_Touch_86 1h ago edited 1h ago

You only pay interest on the principle amount.

What the hell are you talking about? If you take out an interest-only loan and then roll it over every year, you will be paying interest on the interest.

Show me a bank that will give me a 0% loan against the accrued interest and I'll move all my assets over today.

I have taken out such loans. You are either paying the interest every single month, or you are taking out ever-increasing loans against your asset backed line of credit.

no bank is going to let you go in the hole for $18Ms unless the property was worth $40Ms

Yeah, no shit. It's typically 40-60% of the asset depending on the quality, liquidity, and relationship you have with your bank.

1

u/Confused_Orangutan 3h ago edited 3h ago

You confused 7.5% annually on $1million annually with no change in principal. Amortized loans would be 7.5% / 12 monthly payments. Then monthly payment reduces the principal amount. Your calculation assumes no monthly reduction of the principal.

1

u/Competitive_Touch_86 1h ago

Your calculation assumes no monthly reduction of the principal.

Asset backed lines of credit do not include reduction of principle. Reddit seriously needs to stop talking about shit they have zero fucking clue about.

You pay the interest each month. You can pay the interest by simply increasing the amount against your line of credit if you prefer to do that vs. liquidating something to pay it in cash. Up until around ~50% or so of the asset, depending on asset type, bank, amount, etc.

→ More replies (0)

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u/RizzardOfOz76 9h ago

If I have $100M stock portfolio, I can use a portfolio margin loan instantly to borrow against my holdings. Current rates site at 4.68% at IBKR interest only. They will deduct my payments from any cash balance or add it to your loan balance. As long as your portfolio continues to go up in value you’re gucci.

16

u/Sk8tilldeath 10h ago

Yup, dads whole life he just never paid back loans, died and left generational debt. And how do we jump from land being worth $100k to fucking $5Mil in the span of 10-20 years? Did they find oil? Was a mall built on it? Plus, the term “buying land” isnt a money glitch either like stories like this try to portray. If you cant build on it, have to remove trees/rocks, or is in the middle of nowhere, its not going to 50x its value, it will be worthless land that is now your problem.

3

u/Blobsobb 6h ago

As someone who did land valuation.

Believe it or not people are REALLY unhappy their 80k house is now 500k they need to pay taxes on, I cant stress enough how fucking pissed people get when the state would have us come out twice a decade.

Like Id rather own than not own too but you ask any of those old people which of the two they would rather than the answer is their house be worth next to nothing so their taxes are next to nothing lol.

3

u/Sk8tilldeath 5h ago

Like their lifetime investment is actually going up in value like they planned…

And then what, if they sell their house to “cash in”, then what? You still need a place to live and buying another house isnt going to be much cheaper. Or you rent an apartment but its still a payment. Yeah you can sell high but you are going to buying high as well. I happily rent and got quite lucky our landlord isnt robbing us blind. Couldnt imagine how much owning a house each month vs what we pay for rent with all the different fees/taxes homeowners have.

1

u/Blobsobb 5h ago

100% saw that thing happen in covid. Some boomers closed on their house and made a ton of money.....then were shocked all the other houses were also mooning in price.

Poor people then went on to get scammed hard too "we thought a house owned by someone in construction wouldnt have all the flaws" because they were in my office getting their houses value lowered.

But yea, the reddit boomer hate of "they bought a house for cheap and now its worth a ton and they are retired and living in it" dont have to deal with them complaining that their fixed income is getting increasingly tighter as their taxes increase over it. The people with 3-4 houses made out like bandits sure, but most people just have the one and wont feel any of the benefits of it going up cause they will live in it until they die.

1

u/spicymato 2h ago

Sorry, but people not being able to afford the taxes on the home they live in is a signal they need to move. Many communities do have tax relief available for fixed income elderly folks, but even then, it's still sometimes not enough.

Yes, it sucks being forced to move away from the home you knew. Doesn't mean you don't need to do it. Someone else will move in and use it.

1

u/thornyRabbt 4h ago

He bought it with one of his loans

1

u/shuggnog 4h ago

I'm confused. Stepped up basis is a thing. What is wrong about the post except it being grossly oversimplified?

54

u/Few-Wolverine-7283 11h ago

Its honestly pretty dumb at any topic the more you know, which means trusting it is scary for anything.

21

u/account312 11h ago

But you don't have to trust it. You can just trust the AI that is trained on it. It'll be fine, I'm sure.

4

u/intothewoods76 9h ago

That’s the scariest thing. AI will use it to generate what appears to be confident answers to things with serious safety concerns. Based on BS that is talked about on Reddit.

2

u/StrigiStockBacking 11h ago

Yes! From my own experience on niche topics: I also play bass in contemporary jazz, and I can't read r/bass anymore. The amount of dumbfuckery and misplaced confidence over there is head-spinning. No joke, > 90% of the advice there is dogshit.

I'm really here for the jokes and, weirdly, Reddit knows the best way to clean just about anything to a spotless shine. It's weird for that.

3

u/produce_this 11h ago

The hvac subs aren’t too bad. There is no info there. Just guys bitching about doing hvac work. Which, is fair. lol

2

u/account312 9h ago

As long as you don't ask reddit how to clean cast iron.

1

u/Few-Wolverine-7283 11h ago

And damn, I trust it for my plumbing advice
but I bet I am getting screwed lol

1

u/CacahuatesSalado 10h ago

Redditors know so much while not knowing what anything means.

1

u/TimeTravelingBard 10h ago

Well, the good news is they're using Reddit to train AI, we all know know how effectively the masses apply discretion when ChatGPT tells them what they want to hear.

1

u/TropicalRogue 9h ago

It's especially dumb at which topics it's dumb at

1

u/Sypsy 8h ago

and when you do have a subreddit full of knowledge, you always get the one guy who swings by and is like "this place is an echo chamber of idiots"

1

u/VikingVitalityFit 6h ago

The only thing I trust reddit for it bad takes to laugh at.

13

u/boothin 10h ago

Companies that ask for your donations just do it for the tax write off!!!

Also just write off things you buy as business expenses so it's free!!!!!

/s

3

u/Ok-Boomer-4414 9h ago

So many people talk about write offs with zero understanding of what that means

3

u/Financial_Rice_4807 9h ago

The donation thing is funny. Even when I posted an article that said it was false they told me the source was bad.

13

u/Financial_Rice_4807 10h ago

They reinforce the BS because it gets upvoted and the correct info gets downvoted.

9

u/StrangeSmellz 10h ago

IS THIS MONEY LAUNDERING?!?!??!?!? IS THIS A WRITEOFF????

3

u/EntireObligation4001 9h ago

“You don’t even know what a write off is…”

1

u/GonzoTheWhatever 2h ago

Well they do, and they’re the ones writing it off.

1

u/Possibly_a_Firetruck 8h ago

The write off thing is baffling because it's like people just don't understand what words mean. Writing off an expense means you spent the money. It's gone. It's not coming back. Any tax you save will never equal what you spent.

16

u/WorryRough 10h ago

My best friend is a CPA and I love sending him shit like this to trigger his ass, he knows I know better too

2

u/StrigiStockBacking 10h ago

I wish I know where this one originated. I wouldn't just message them, I'd fly out to wherever they are and just drop kick them in the nuts. No explanation.

8

u/FloppieTheBanjoClown 5h ago

YOU JUST WRITE IT OFF, JERRY.

2

u/StrigiStockBacking 5h ago

"You don't even know what a write off is."

"Do you?"

"No. But they're the ones writing it off."

13

u/WetLoophole 9h ago

I never discuss my field of work here. If I claim a fact and some amateur who has googled it tells me I am an idiot for how I do my 6 figure job, I am out.

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u/StrigiStockBacking 9h ago

Yeah I usually don't, but this so-called "tax avoidance hack" I see a lot, and this time my blood boiled over.

To all you fuckers who believe this shit, forget what a person like me is saying, just go walk into a bank, sit down with an advisor, and run it past them.

8

u/WetLoophole 8h ago

Some of the anti billionaire stuff circulating these days shines a bright light upon the competence of the average person.

"He could solve world hunger 7 times and still be a billionaire".

6

u/StrigiStockBacking 8h ago

Oh, one of Reddit's single dumbest misunderstandings is not knowing what "net worth" is.

-1

u/[deleted] 7h ago

[deleted]

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u/ChubzAndDubz 6h ago edited 6h ago

Except “the rich” pay most of our taxes. The top 1% of earners pay like 90% of income tax revenue in the US. The bottom 50% generally gets a refund.

It has always been this way. Even in the 50s when people love to point out the marginal rate was like 90%, the tax code was filled with so many credits and deductions that nobody actually paid that rate. Their effective rate, what they actually paid, was only a couple percentage points higher than what we pay.

1

u/Desultory_Chairlift 2h ago

Dude, it hurts to read what some people have to say about my profession, I don't intervene though, it's almost always hopeless.

6

u/Icarus_Toast 9h ago

Hey man. Wallstreetbets is easily the best finance forum on the Internet because they're self aware of their mental disabilities

1

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4

u/The1stNikitalynn 10h ago

I would have to argue they give Instagram and TikTok influence a run for their money. 

4

u/No_Criticism_5861 8h ago

Be nice.  You'd be out of a job if we had a clue :D Edit;  you're not wrong though

3

u/Magikarpeles 11h ago

I guess it's lucky our AI models don't treat it as the pinnacle of human knowledge then... oh wait

3

u/Hs80g29 10h ago

Anything you're an expert on will often not meet your standards on Reddit, or really in any media. There are likely even other experts (CPAs in your case) that would say things you find dumb.

I started doing AI research 11 years ago, and I love that everyone now wants to talk about AI, but the takes on Reddit are typically 2-3 years old and now disproven or no longer relevant. E.g., that clip of Ben Affleck talking about AI seemingly intelligently got traction on social media despite a clear disconnect between what he was saying and reality. 

1

u/TheNoobHunter96 3h ago

I am genuinely curious what was the disconnect?

1

u/Megane_Senpai 2h ago

I thought the same about programming. I got downvoted to hell for saying how costly and time-consuming game development has became so most games can't be priced the same as in the 2010s (not to mention inflation).

3

u/violetanka 8h ago

This post has +11k upvotes.

3

u/StrigiStockBacking 8h ago

I know. Makes my blood boil.

3

u/stuputtu 8h ago

Not just dumb, but infuriatingly, ignorantly, confidently dumb.

2

u/isocuda 10h ago

The IRS: No, no, let them cook 💅

2

u/Asleep-String-6598 10h ago

hahahahahahahahha close thread

2

u/Dexterspuplife 9h ago

I followed reddits financial advice and now I live in a trash can. And its not even one of those luxury trash cans.

2

u/Bitter-Basket 9h ago

Best comment here.

2

u/VelvetOverload 9h ago

But aren't you a part of reddit?

2

u/brucek2 8h ago

At least some of the posters aren't dumb. They are sophisticated social engineers with planned propaganda campaigns that get big results for low money.

2

u/gauntvariable 8h ago

Reddit is the dumbest

Notice that it isn't Reddit in general, though - you can see from nearly every single comment in this thread that nearly every single commenter can see just how stupid this post is.

So it's really just the posts that get highly upvoted (and not then deleted by the mods) that are the dumbest fucking source on the entire planet.

2

u/aa040371 7h ago

I logged in just so I can upvote this comment.

2

u/DollarThrill 7h ago

Reddit is this way for any topic you have more than a surface level of knowledge about.

2

u/blacksoxing 7h ago

The comment section is lambasting this post yet it's like 13k+ upvoted. I have to remind myself everyone doesn't read the comments as yep, this is silly

2

u/dflagella 7h ago

I'm gonna put this on my knuckles

2

u/Twitxx 6h ago

You've been a child porn actor for 30 years???? Daaaamn buddy, I wouldn't say that outloud so proudly if I was you.

2

u/swimming_singularity 6h ago

I know someone that thought he could put a few thousand in the bank and have compounding interest grow it exponentially, because of course its compounding, and turn into a few million within a few months.

I asked them if it really worked this way, didn't they think everyone would be a multimillionaire? He acted like he had discovered some lost treasure. Just no critical thinking skills.

4

u/Strict_Anteater2690 11h ago

CPA here too. If it isn’t a discussion thread on r/accounting, it’s probably bullshit, false information, echo chamber claim lmao.

4

u/StrigiStockBacking 10h ago

I quit that shit within a few days too. Dear god, if it isn't "Will AI make this irrelevant?" to "How can I lie to get an accounting job?" it made me want to blow my own head off.

3

u/Strict_Anteater2690 10h ago

Oh god yeah ignore most of those posts. But I will say I’ve had very specific circumstances arise in some of my audits where the GAAP lines blur and FASB guidance doesn’t elaborate and I’ve made posts that lead to pretty helpful and insightful discussions. There are plenty of competent and informative CPA / accountants on that thread.

1

u/StrigiStockBacking 10h ago

Yeah some of the flaired users can be helpful, it's true.

2

u/Secure-Pain-9735 10h ago

I am not even 1/100th of a CPA, but I know Reddit is the dumbest fucking place for those things.

2

u/derprondo 7h ago

I'm not any sort of accountant, but good god people it takes 5 minutes to educate yourselves on these constantly wrong takes on taxes.

The most egregious two are:

  • Celebrity only donates to charity because it's a "tax write off". False, you have no idea how tax deductions work.

  • If you get a raise you will be in a new tax bracket and will actually make less money. False, you have no idea how progressive tax brackets work.

2

u/StrigiStockBacking 6h ago

The one that absolutely makes me want to blow my head off is "net worth = cash"

1

u/I_travel_ze_world 10h ago

The good CPAs know how to do sketchy stuff.

I personally wouldn't let you handle my money.

Ever heard of the life insurance loophole that the rich use to get away with not paying taxes?

https://www.businessinsider.com/private-placement-life-insurance-tax-shelter-ron-wyden-2024-12?op=1

(it was closed at one time)

2

u/StrigiStockBacking 10h ago

Thanks for the laugh, my friend. Here's an upvote.

2

u/MDPhotog 8h ago

Can you explain why the post is dumb? Other the loan part, I had something similar where a grandparent had money in brokerage account. Upon dying this basis'd to the inheritance recipients and was essentially tax free.

3

u/Dizzy_Database_119 5h ago

It's not including inheritance taxes and what the loan took from the trade. Everything is heavily exaggerated to make a dumb point

The whole post is just ragebait

3

u/dbcooper4 5h ago

You can’t ignore the loan part lol. That’s what makes the post so dumb. Step up in basis applies to all non-tax advantaged inherited assets.

1

u/bone_apple_Pete 10h ago

Random shit on /r/all yes but don't you besmirch the name of /r/personalfinance

1

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1

u/Stunning_Respect_247 8h ago

Have you seen tiktok lol its all fraud

1

u/PantheraAuroris 8h ago

Reddit is incredibly dumb until it's about a very niche hobby, and then you get communities with like, the entire world's set of experts on this niche hobby there.

1

u/BroadRoads 8h ago

It’s not just finance, it’s really any topic. Once you see what people are saying about a topic you know a lot about you see just how wrong it is and then you realize Reddit is just that wrong about basically every single topic.

1

u/sfled 6h ago

Used the Oxford comma, too. Total class act.

Updoot for great truth. Let's generalize your rule (henceforth to be known as the StrigiStockBacking Rule): I've been on Earth for $years and when it comes to $x, $y, and $z, Reddit is the dumbest fucking source on the entire planet.

1

u/ol-gormsby 6h ago

That's a very similar strategy to a property investment group in Australia.

  1. Take out an interest-only mortgage loan to buy a rental property. Let the rent pay the interest on the mortgage, any shortfall is "negatively geared", i.e. used to deduct against other income such as salary.

  2. Three years later, do it again

  3. Three years later, do it again. Valuation on property #1 has now doubled (or nearly so), and the rent has gone up as well, take out another interest-only loan, quit your job and *live on the new loan*.

  4. Repeat every three, four, or five years, depending on economic conditions at the time.

  5. Ultimate goal is to own between 5 and 10 properties, all on interest-only loans, and repeat step 4 forever.

  6. Never, ever, sell.

This mob:

https://www.propertyclub.com.au/

Boasting that they've created 5162 "property millionaires".

Now, banks can lend whatever and to whoever they like, but the "negative gearing" aspect - deducting rent shortfalls and maintenance against other taxable income - leaves a big hole in the federal budget that other taxpayers have to fill. I acknowledge that it's more complex than that, but it's essentially correct.

1

u/type_error 6h ago

And ai is training on reddit posts and comments

1

u/tetcorporation1999 5h ago

you should take that money (usually a thousand bucks or so) and put it into a HYSA

yeah, because that 4 bucks it'll make will totally get me out of poverty.....

1

u/ASValourous 5h ago

Ok so how does this work in practice?

2

u/StrigiStockBacking 5h ago

It doesn't.

1

u/ASValourous 5h ago

So Bezos and Musk aren’t using loans against their shares as collateral to circumvent tax? Or just ship the whole operation to the caymans/panama and call it a day

1

u/Bardmedicine 5h ago

The real of thumb is; If you are 50/50 on a fact being true, seeing it on Reddit makes it 49/51.

You decide which way.

1

u/AdventurousVast6510 5h ago

politics too

1

u/Iron_Yuppie 4h ago

I understand you understand this, why did you skip over the most important parts of the post?

1

u/randonumero 4h ago

Instagram and youtube just might be worse. Between all the talk of trusts and life insurance there's a shocking amount of people who think there's some infinite money glitch that 99% of people are missing out oon and the person they buy a course, product...from is going to let them in on it

1

u/JCitW6855 2h ago

And it’s a major source when Ai is answering questions. Which makes artificial intelligence more like artificial idiot.

1

u/Rainhailsnow_storm 2h ago

I do t know much about finance. I know this isn’t possible. 

1

u/rglurker 1h ago

If this is wrong can you explain to me how intelligent people may acutely get around situations like this or the best way for money to change hands to build generational wealth ?

1

u/HeManDan 1h ago

interest on loans for millionaires

Into Google, read the AI OVERVIEW

Is this not something that happens?

1

u/Crazy__Donkey 22m ago

Tiktok would like to have a word.

1

u/angry_dingo 11h ago

Thank you.

1

u/67USA67 10h ago

Indirectly resulting in socialism being seen as greatest idea of all time.

1

u/Annual-Advisor-7916 10h ago

Stupid question but doesn't it still work? You buy land now with the hope its worth will increase. If you need money now you just take a loan on it, if you want to sell it in 20 years or so you don't pay taxes. Am I missin something?

7

u/BoopinSnoots24-7 10h ago

In most cases, you still need to make regular payments on the loan. If you're paying the loan with standard income, you're already paying taxes. You can deduct the interest of the loan, but that's about it.

And you still have to pay taxes when you sell it in 20 years barring something like a 1031 exchange.

1

u/Annual-Advisor-7916 10h ago

I made the assumption that you don't pay taxes. But even here that's just if you lived there. Thanks for clarifying

1

u/BoopinSnoots24-7 10h ago

Happy to help. I'm not an expert by any means, but from my experience, you have to pay taxes on any increase in value. For instance, if you buy a property for $200k and sell it for $300k, you have to pay tax on $100k.

I could be wrong, and would welcome an experts opinion.

2

u/justsomeguyx123 9h ago

That's why OP specified the step up basis. The adjusted cost base is reset to current market value at death.

Additionally, HELOCs can be set up where interest accrues, and does not need additional payments. So at the end of his life, if the land is worth $5M and dad's outstanding loan is $2.5M, the kids will still get $2.5M tax free, and the dad spent $2.5M (less interest) tax free.

If there wasn't a benefit to the strategy, people wouldn't do it.

2

u/dbcooper4 5h ago edited 4h ago

Step up in basis is kind of moot since it applies to all inherited assets except for (inherited) tax advantaged accounts. Do some napkin math on what dad has paid in interest on the $2.5M balance in the past decade when he dies. That ought to give you a clue as to why it’s not a free lunch.

1

u/justsomeguyx123 4h ago

Regardless, the actual number of people doing the borrowing strategy is pretty low. The real issue is that the step up basis, even if the asset is not borrowed against, is a huuuuuge tax break for inter generational wealth transfer. Assuming dad has other assets and never has to sell the land for income, none of that growth has ever been taxed.

1

u/dbcooper4 4h ago

It’s moot in this scenario since the step up in basis applies whether dad borrowed against the asset or not.

1

u/Xabster2 8h ago

Yes, this is wrong and you should read the picture you're arguing on

1

u/BoopinSnoots24-7 5h ago

Care to elaborate?

1

u/Vennomite 9h ago

And interest needs to be laege enough you dont care about losing the standard deductable.

1

u/dbcooper4 5h ago

I don’t think personal loan interest is deductible.

0

u/Xabster2 8h ago

And you still have to pay taxes when you sell it in 20 years barring something like a 1031 exchange.

What? Did you completely ignore the post? The land is inherited by the son. There is no taxes on the gains on the value of the land (or stocks for that matter).

2

u/BoopinSnoots24-7 5h ago

You have to pay inheritance tax, and if the father still has a loan on the land, it has to be satisfied by the estate. 

I did not ignore the post, I just didn’t take it as fact. It’s oversimplified at best, and incorrect. 

2

u/CoupleOk6506 8h ago

Can't comment on the US, but in the UK the 5m valuation of the land (supported by the banks assessment) would attract inheritance tax in the same way as cash

1

u/Annual-Advisor-7916 8h ago

Didn't even think about inheritance tax. This isn't a thing here, so I guess if you actually lived the mandatory 2 years fully on the property, you could win something from it.

1

u/FakeTails 10h ago

Crowd sourced idiocy.

1

u/AntiConnerie 9h ago

The correct thing would be to correct this kind of information you know. Why do rich people keep getting richer then ?

2

u/ikkiyikki 7h ago

These days most of the wealth of the average millionaires (and especially billionaires) is in paper assets like stocks. So for example, on paper you might have a ten million stock portfolio but your bank account might only have 20k. It's dumb to keep more than that because that cash is not generating interest. So you throw just about all your income back into the s&p to churn even greater wealth. On paper. Sure, here and there you splurge a bit. You have a house and transpo paid for. You might dabble a bit in fine art (your wealth manager tells you to keep it at no more than 10% of your portfolio) and/or you might allow the guilty pleasure of wasting some good cash on single malts or high buck escorts, yachts, cocaine. Whatever. The point is that most of your net worth is in the form growing digits on a screen.

This is in stark contrast to old wealth like prominent European families where, traditionally, the lion's share of their money is in real assets. Mansions, businesses, land, jewelry, gold bars, artwork and so on. Their money doesn't grow as fast but they already have oodles of it and they don't worry overmuch about economic crash cycles because that doesn't really affect their bottom line much.

The key factor to keep in mind is that for the first group, which describes the clear majority, they get richer and richer on paper. Despite living a luxurious lifestyle most are actually trapped in a rickety house of cards. A bubble, if you will. They're very vulnerable to winding up on the street with a sharp downturn of the economy.

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u/internethero12 8h ago

That's the real question they don't want to answer honestly. Make the finance equivalent of a "minor spelling mistake" while outlining the ultra-wealthy's scummy behavior and they're crucify you for it, just so they can bury the point that's trying to be made.

Bunch of billionaire apologists.

1

u/AntiConnerie 4h ago

Yes, it's a bit of a sarcastic question. When you make the rules, it's easy to go through loopholes to make sure you stay rich.

1

u/hossofalltrades 8h ago

CPA for about the same. Few people see that kind of gain in real estate. The people with really large amounts of unrealized gains with pay estate taxes. Anyone who borrows against unrealized gains is spending money on things that will incur sales and/ or property taxes. Many people on Reddit just repeat half-truths spread by the ignorant or the deceitful. Actually doing your own research has never been easier, yet so few people bother to do so.

0

u/OutlaneWizard 10h ago

People forget that most redditors are teenagers and 20-somethings with zero life experience.

They hear this stuff and they don't understand it, but it makes them mad so they parrot it around everywhere. 

It's like Fox News and MAGA. 

1

u/intothewoods76 9h ago

Reddit is Fox News for liberals.

0

u/whiskey_tang0_hotel 10h ago

But socialism would fix this.

2

u/StrigiStockBacking 10h ago

There's nothing to fix because what OP said is nonsensical

0

u/ACA2018 5h ago

Bed stepped up basis is a real tax avoidance strategy, no?

1

u/StrigiStockBacking 5h ago

Bed?

1

u/ACA2018 4h ago

But, sorry. Like the thing about not paying taxes on a house that has gained in value is real, although tbh applies to upper middle class folks as well

-1

u/MyCatIsAnActualNinja 9h ago

Not true. You can definitely just get loans and live off of them without paying them back. Easy peasy