1031 Exchange

33 votes

Things to consider with a 1031 Exchange of like-kind property

Under consideration Suggested by: Ann C Alsina (22 May, '20) • Upvoted: 08 May • Comments: 2

Comments: 2

07 Oct, '20
Chris Chen
A fiduciary checklist. It's not obvious to figure out if it is in a client's best interest to do a 1031. As a RIA I would be likely to 1031 an annuity to the Nationwide fee only annuity.

There are the costs factors, but we should also consider the other features of the annuity including living benefits
27 Sep, '22
clint
Flow Chart for this one

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