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1031 Exchange Alternatives

 

Our long-term partnership goal with our clients is to help them protect their existing wealth while also enhancing it into the future. As an added value to our clients, we have developed strategic alliances with Certified Financial Planners to be a resource for our clients’ financial and legacy planning needs.

 

Just as the 1031 Exchange is an alternative to a traditional sale, there are also other tax-deferring alternatives to a 1031 Exchange. Many of our clients have found these to be successful exit and legacy planning strategies, and they include:

 

Wealth Preservation Exit Strategy
The Wealth Preservation Exit Strategy is a self-contained installment sale that involves an insulating instrument, such as a trust, to reinvest the proceeds. At least one payment is to be received after the close off the taxable year in which the disposition of the property occurred.

Benefits:

  • Taxes are paid only on the portion of the sale proceeds which are received.
  • Installment terms are flexible within certain guidelines specified by the IRS.
  • Proceeds are available anytime with the specified installment period.
  • Growth of assets in the trust are excluded from the taxable estate to avoid the potential 55% estate tax.

 

Real Estate Legacy Builder
The Real Estate Legacy builder leverages the tax exempt status of a Charitable Remainder Trust (CRT) to minimize and defer tax liability.

Benefits:

  • Income tax deduction as a result of real estate contributed to the CRT.
  • No tax liability on assets held by the CRT.
  • Increased lifetime income.
  • Estate preservation.
  • Philanthropic contributions.

 

Pension Roth Real Estate Acquisition Strategy
The Pension Roth Real Estate Acquisition Strategy utilizes the higher tax deductible contribution limits of a Defined Benefit Pension Plan in conjunction with a Roth 401(k) to invest heavily into real estate.

 

Benefits:

  • Untaxed property income
  • Untaxed capital gains
  • Retirement benefits

 

There are benefits and risks associated with participating in any tax-deferred acquisitions and dispositions. The AptBldgTrader.com Team strongly recommends that you consult with your attorneys, tax professionals, and/or certified financial planners to decide if a tax-deferred acquisition or disposition is right for you.

Please click on the links below to learn more about the seller services we provide:

 

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