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Thinking about selling an investment property but dreading the massive tax bill? A 1031 exchange could be your financial game-changer! In this episode of Next Act Ninjas, host Rachael Van Pelt breaks down this powerful tax strategy that lets you defer capital gains taxes and reinvest 100% of your profits into another real estate property—keeping your money working for you instead of handing it over to the IRS.
🏡 What You’ll Learn in This Episode:
✔️What is a 1031 exchange and how does it work?
✔️Who qualifies for a 1031 exchange? (Hint: You don’t have to be a pro investor!)
✔️The key rules & deadlines to avoid costly mistakes
✔️How to use a 1031 exchange for vacation homes & inherited properties
✔️Why smart investors call this strategy “swap ‘til you drop”
If you own a rental property, second home, or inherited real estate, this episode is a must-listen to learn how you can maximize your wealth and minimize taxes.
📅 Thinking about a 1031 exchange? Let’s talk! Schedule a consultation via the link below
🔥 Loved this episode? Share it with a friend who’s considering selling a property!
👉 Subscribe & Leave a Review to help more people master their health and wealth longevity.
Chapters
00:00 1031 Exchange: The Tax Loophole You Should Know About
02:00 Understanding the Basics of 1031 Exchange
04:32 1031 Exchange Myths
05:05 Rules and Guidelines for 1031 Exchange
08:41 Utilizing 1031 Exchange to Restructure Your Retirement Portfolio
12:13 Don't Cash-Out, Without Considering a Trade-Up
*****************************
Lifestyle Longevity Assessment: https://bit.ly/3Ajb46K
Connect with Rachael: https://calendly.com/rachael-vanpelt/discovery
*****************************
Rachael Van Pelt, PhD, is a healthspan scientist, coach, Realtor, and investor dedicated to helping pre-retirees design a lifestyle that supports health, wealth, and happiness for the long haul. With a unique blend of expertise in longevity research, lifestyle coaching, and real estate, Rachael specializes in guiding clients toward their ideal next chapter—whether it’s downsizing, embracing a sunbird lifestyle, or simply optimizing the home they love. Through her innovative approach, Rachael empowers her clients to choose the path that enhances their health and longevity, ensuring that their retirement years are as vibrant, fulfilling, and financially secure as possible.
*****************************
⚠️ Disclaimer: We do not accept liability for any loss or damage incurred from you acting or not acting as a result of watching any of our publications. You acknowledge that you use the information we provide at your own risk. Do your research.
inPlace Professionals, LLC.
2024 All rights reserved.
Broker eXp Realty, LLC
Copyright Notice: This podcast and our YouTube video contain dialogue, music, and images that are the property of Rachael Van Pelt. You are authorized to share the video link and channel and embed this video in your website or others as long as a link back to our YouTube channel is provided. @drrachaelvanpelt
By Rachael Van PeltThinking about selling an investment property but dreading the massive tax bill? A 1031 exchange could be your financial game-changer! In this episode of Next Act Ninjas, host Rachael Van Pelt breaks down this powerful tax strategy that lets you defer capital gains taxes and reinvest 100% of your profits into another real estate property—keeping your money working for you instead of handing it over to the IRS.
🏡 What You’ll Learn in This Episode:
✔️What is a 1031 exchange and how does it work?
✔️Who qualifies for a 1031 exchange? (Hint: You don’t have to be a pro investor!)
✔️The key rules & deadlines to avoid costly mistakes
✔️How to use a 1031 exchange for vacation homes & inherited properties
✔️Why smart investors call this strategy “swap ‘til you drop”
If you own a rental property, second home, or inherited real estate, this episode is a must-listen to learn how you can maximize your wealth and minimize taxes.
📅 Thinking about a 1031 exchange? Let’s talk! Schedule a consultation via the link below
🔥 Loved this episode? Share it with a friend who’s considering selling a property!
👉 Subscribe & Leave a Review to help more people master their health and wealth longevity.
Chapters
00:00 1031 Exchange: The Tax Loophole You Should Know About
02:00 Understanding the Basics of 1031 Exchange
04:32 1031 Exchange Myths
05:05 Rules and Guidelines for 1031 Exchange
08:41 Utilizing 1031 Exchange to Restructure Your Retirement Portfolio
12:13 Don't Cash-Out, Without Considering a Trade-Up
*****************************
Lifestyle Longevity Assessment: https://bit.ly/3Ajb46K
Connect with Rachael: https://calendly.com/rachael-vanpelt/discovery
*****************************
Rachael Van Pelt, PhD, is a healthspan scientist, coach, Realtor, and investor dedicated to helping pre-retirees design a lifestyle that supports health, wealth, and happiness for the long haul. With a unique blend of expertise in longevity research, lifestyle coaching, and real estate, Rachael specializes in guiding clients toward their ideal next chapter—whether it’s downsizing, embracing a sunbird lifestyle, or simply optimizing the home they love. Through her innovative approach, Rachael empowers her clients to choose the path that enhances their health and longevity, ensuring that their retirement years are as vibrant, fulfilling, and financially secure as possible.
*****************************
⚠️ Disclaimer: We do not accept liability for any loss or damage incurred from you acting or not acting as a result of watching any of our publications. You acknowledge that you use the information we provide at your own risk. Do your research.
inPlace Professionals, LLC.
2024 All rights reserved.
Broker eXp Realty, LLC
Copyright Notice: This podcast and our YouTube video contain dialogue, music, and images that are the property of Rachael Van Pelt. You are authorized to share the video link and channel and embed this video in your website or others as long as a link back to our YouTube channel is provided. @drrachaelvanpelt