Although questions remain, the stage is set for a potential increase in Opportunity Zone investments in economically distressed communities. Like all investments, there is no guarantee of returns. Find out whether an Opportunity Zone investment might be worth your while using the Wambolt Opportunity Zone Calculator with your Wambolt Advisor.
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The methodology for this calculator is solely for informational purposes and should not be construed as tax or legal advice. It is only intended to provide education about the financial industry. Results and future estimates of back-tested performance are hypothetical. Investing in opportunity zones are extremely limited and not suitable for all investors as they may face heightened risk due to the illiquid nature of investment opportunities available through the Tax Cuts and Jobs Act of 2017 (TCJA). To determine whether investing in opportunity zones is appropriate for you, we urge you to please consult your financial advisor prior to investing.
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