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How to Do a 1031 Exchange on Your Own

You have a property you want to sell, but you don’t want to pay a large tax bill. What can you try? It’s time to learn how to do a 1031...

Pros & Cons of 1031 Exchange Into an REIT

There’s no way to perform a 1031 exchange and REIT simultaneously. However, with a little fancy footwork and planning, you could transfer...

8 Long-Term Benefits of Using Tax-Deferred Accounts

Tax-deferred accounts allow you to put money aside right now and withdraw it later. You avoid taxes on income now, and you pay it upon...

Can I Do a 1031 Exchange on My Personal Residence?

A traditional 1031 exchange involves two properties used for business or investments. Read the specific rules printed by the IRS , and...

Selling a 1031 Exchange Property? Here’s What to Expect

A 1031 exchange involves two critical moving parts. One property is purchased, and the other is sold. Some investors hold these...

The Impact of Eliminating the 1031 Exchange: Why the Biden Administration is Targeting the 1031 Exchange

President Biden's proposed budget and Vice President Kamala Harris's wish list of tax increases are both targeting the elimination of the...

3 Ways to Rebalance Your Investment Portfolio

The term “rebalancing portfolio” can mean many different things to different people. However, most definitions involve making the most of...

The Ins & Outs of Reverse 1031 Exchanges: Rules & Procedures

In a traditional 1031 exchange, you sell one property, identify a replacement, and complete the purchase. The two transactions are deeply...

The 5-Year Rule in 1031 Exchanges: Long-Term Planning for Investors

Read formal documents from the Internal Revenue Service, and you won’t find a mention of the 1031 exchange five-year rule. You’ll see...

What Is a Reverse 1031 Exchange? (Secure Your Property First)

A reverse 1031 exchange is a tax-deferred transaction in which you purchase a property, park it with a qualified intermediary, and sell a...

Like-Kind Exchange Rules: Which Properties Are Eligible?

In most cases, selling an investment property triggers a big tax bill. A 1031 exchange helps you defer that cost. If done right, an...

What Is a 1035 Exchange & How Is It Different From a 1031?

Major sales often come with major tax liabilities. Exchanges allow you to trade one asset for another while delaying (or, in some cases,...

1031 Exchange Calculator: See Your Potential Tax Savings

A 1031 exchange calculator could motivate you to take the leap. These complex transactions involve selling one property and wrapping up...

How Does a 1031 Exchange Work? From Sale to Reinvestment

You have one or two properties, but they aren’t quite right for your investment portfolio. You want to sell them, but you’re worried...

7 Tax-Deferred Investments You Might Not Know About

Tax-deferred investments allow you to place money in a secure spot without facing the expected financial consequences. Your tax bill...

Strategies for Managing a Diverse Real Estate Portfolio

Most people build a real estate portfolio to make money for themselves and their heirs. However, without proper management, that...

1031 Exchange for Dummies: 7 Tips for First-Time Investors

A 1031 exchange gets its name from American law. U.S. Code 1031 states that losses and gains on exchanges of investment property aren’t...

How to Manage Deferred Tax Liability in Real Estate Investments

Deferred tax liability is a key concept for real estate investors. Unfortunately, it’s not an easy one to understand or manage...

Planning Your 1031 Exchange? Here’s the Required Timeline

Understanding the 1031 exchange timeline is critical. If you make even a tiny slip on the dates and your steps, you could lose the...

Passive Real Estate Investing: How to Get Started

Passive real estate investing involves using your money to purchase part of a property. You share the risk (and potential) benefits with...