Tax Optimization19 min read
How to Do a 1031 Exchange for Investment Property
A 1031 exchange is a tax-deferral strategy, not a tax eraser. Use it when you are selling real property held for business or investment and plan to stay invested in other real property. If you need immediate cash, want a simpler close, or may not buy again on schedule, a standard sale is often the simpler, lower-risk path.
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