Things to consider with a 1031 Exchange of like-kind property
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
0 / 1,000
* Your name will be publicly visible
* Your email will be visible only to moderators
This feedback board is powered by Feature Upvote.
When submitting your email with a suggestion or comment, Feature Upvote uses your email to
Your email is never displayed to other users. Suggest a Flowchart or Checklist staff will be able to see your email address.
We’ll email you when the status of the suggestion changes. You can unsubscribe at any time with a single click.
* Comments and upvotes from this suggestion will be moved to another suggestion.
You cannot undo changes once they're done.
Edit the selected suggestion and create a new one.
Comments and upvotes will also be moved.