Don’t Jeopardize Your 1031 Exchange

What might you be guilty of doing that could potentially disqualify your 1031 exchange transaction? Here are a few reasons you could be putting your exchange at risk. Choosing a Qualified Intermediary that is actually a disqualified person. Someone who is acting as your agent at the time of the transaction is disqualified from acting … Read more

On Finding Good Annuity Leads

Annuity sales leads are information on the annuities currently open for purchase on the marketplace. They can be pitched to the investor who is participating in buying an annuity directly from a financial institution of investment firm. Also, individual investors Find these leads helpful especially if they are curious on withdrawing their funds. The leads … Read more

Qualified Intermediary for 1031 Tax Exchange

  If you’re considering a 1031 tax exchange to defer payment of capital gains tax on your real estate investment, it’s important that you understand the basics of the 1031 exchange process. As a general rule, savvy investors understand the low-level nuts and bolts of the transaction – but things can get a little sticky … Read more