Compare tax strategies and wealth outcomes for your property sale
Receive payments over time with annual tax obligations, generate interest income, and maintain flexibility.
Defer all capital gains taxes, reinvest full proceeds, and grow wealth through appreciation.
Enter the basic financial information about the property you're selling.
Affects depreciation recapture calculation
Total Capital Gain: $400,000
This is the amount subject to capital gains taxation
Define the terms of your seller-financed note.
Monthly Payment: $8,882
Based on your installment terms
Enter assumptions for your replacement property investment.
Your tax rates affect the comparison between these strategies.
Your marginal income tax rate - affects interest income taxation
Based on your income level: 0%, 15%, or 20%
3.8% Medicare surtax on investment income - typically applies if income exceeds $200,000 (single) or $250,000 (married)
Anticipated tax bracket in future years (affects installment sale taxation)
Connect with qualified CPAs and 1031 exchange specialists who can help you evaluate your options.