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What if some blue collar worker has his 401k or pension plan invested in a company that is taking advantage of the tax break?


his gains will still be much less than if the company paid more taxes.

also it is irrelevant, as every single listed company will benefit from it, making no stock differentiation in price.


The article is about a tax break for people, not companies, so this should not affect any investment decision that companies make.

And, of course, the 401k/pension plan, or company that the 401k/plan owns, could easily invest in the OZ if they so desired, if it made financial sense separately from the individual tax break.


It's not just limited to individuals, company can invest and get the tax break as well.[1]

[1]https://www.barrons.com/articles/opportunity-zone-funds-to-d...




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