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What is a 1031 Exchange?
Episode 825

What is a 1031 Exchange?

Investors' Insights and Market Updates

October 31, 20243m 18s

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Show Notes

Watch this educational episode to hear Robert Moody discuss 1031 exchanges and ways they can be beneficial. Learn how to defer capital gains taxes when selling and buying like-kind properties, as well as important time limits to keep in mind.

 

Robert Moody, CFP®, CEPA®
Senior Vice President
Wealth Consultant
Email Robert Moody here

Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Economic forecasts set forth in this presentation may not develop as predicted.

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Stock investing involves risk including potential loss of principal.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.

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