The Stress-Free
Exit Strategy
for Landlords.
Our approach
Ever dream of stepping away from the daily grind of managing your rental property, but worried about the tax hit?
There might be a solution! This strategy involves swapping your current property for a hands-off investment that generates similar income.
Here’s the basic idea:
You sell your investment property, but instead of pocketing the cash, you reinvest it into a specifically chosen replacement property within a set timeframe. This allows you to defer paying capital gains taxes on the appreciated value of your original property.
The key is finding the right replacement.
Imagine a pool of pre-vetted, professionally managed investment options that offer predictable returns. By strategically reinvesting your proceeds into one of these options, you can potentially maintain your desired income stream while escaping the burden of property management.
This approach requires careful planning and following strict rules to ensure it qualifies for tax deferral.
Consulting an advisor specializing in these strategies can help you navigate the process and choose the best option for your situation. It is also important that you consult qualified tax counsel prior to making any investment decision.
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