EP 46: Selling Smart: Tax Deferred Real Estate Exchanges
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EP 46: Selling Smart: Tax Deferred Real Estate Exchanges
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Do you own real estate in your business or as an investment but know you will eventually need to transition to something that requires less involvement in the future? Are you worried about the tax bill when that time comes?
In this episode, we explore powerful strategies like 1031 and 721 exchanges that can help you defer taxes, add diversification, transition into completely passive income, and preserve wealth for your retirement and future generations.
We’ll break down each exchange, how they can fit into your retirement and estate planning, and what to consider if you want to simplify your real estate portfolio without losing the benefits of ownership.
Whether you're nearing retirement or simply looking to optimize your real estate portfolio, we think you’ll enjoy this podcast episode. Thanks for listening!
For more details we recommend that you check out our blog post covering the same topic at https://pw-wm.com/learn/tax-planning/selling-smart-tax-deferred-real-estate-exchanges/