1031 Exchange

37 votes

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

Planned Suggested by: Ann C Alsina (22 May, '20) • Upvoted: 28 Feb • Comments: 3

Comments: 3

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
28 Feb
Jorge
I'm really looking forward to have a checklist and interactive flow chart for helping advisors/clients navigate 1031 tax deferred real estate exchanges. We have helped a number of clients go through this process and it will be excellent to have an interactive flow chart for it.