“Advanced” Investment Strategies Usually Have a Hidden Flaw

What happens when you mix the passive income of a REIT, the tax credits of oil and gas investment, and the death benefit of an insurance policy? Today, Paul and Evan talk about some common strategies people have invented to generate passive income with no risk that you don’t have to pay taxes on. Listen along as these advisors explain why these “advanced” investment strategies usually have a hidden flaw that investors don’t see until it’s too late. Later in the episode, Paul talks about how his childhood mall ended up in the WSJ this week after Carl Icahn bet against it and lost.

 

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