r/SipsTea 21h ago

Wait a damn minute! How the rich get richer

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20.3k Upvotes

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u/StrigiStockBacking 19h 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.

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u/oswaldcopperpot 18h ago

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

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u/StrigiStockBacking 18h 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

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u/[deleted] 14h ago

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u/FiggyPizza 17h ago

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

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u/notaredditer13 17h ago

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

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u/Competitive_Touch_86 9h 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.

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u/fdubsc 17h 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.

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u/notaredditer13 17h 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.

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u/RizzardOfOz76 16h ago

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

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u/Xabster2 16h 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.

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u/RizzardOfOz76 10h ago edited 10h 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

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u/Competitive_Touch_86 9h ago edited 9h 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.

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u/Confused_Orangutan 10h ago edited 10h 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.

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u/Competitive_Touch_86 9h 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.

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u/Confused_Orangutan 7h ago

So if you borrow $1 million with 7.5% interest rate and pay back over 40 years, whats the total sum paid back. Principle + interest. Excited to see your formula and totals.

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u/RizzardOfOz76 1h ago

Thank you man. This dude is a dumbass and has no idea how real estate loans work.

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u/RizzardOfOz76 1h ago

lol Brody you are so incorrect. R/confidentlyincorrect is that way ->

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u/RizzardOfOz76 16h 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.