Sell Your Dawgs: IRA Wisdom for a Stronger Retirement Portfolio

Posted by William “Bill” L. Exeter Jun 18, 2025 Exeter Empower

Learn why knowing when to sell an underperforming investment can be an important part of managing a self-directed IRA, taking distributions, and maintaining a stronger retirement portfolio.

1033 Exchanges Explained: What Property Owners Need to Know

Posted by William “Bill” L. Exeter Jun 4, 2025 Exeter Empower

Learn how a 1033 exchange can help property owners defer capital gains taxes following a natural disaster, eminent domain, or other involuntary conversion, plus the key differences between 1031 and 1033 exchanges.

The issue specifically covers four important 1033 exchange considerations, then compares the timelines, Qualified Intermediary requirements, and eligible property types of 1031 and 1033 exchanges.

Navigating a 1031 Exchange Across Tax Years

Posted by William “Bill” L. Exeter May 21, 2025 Exeter Empower

A 1031 exchange that spans two tax years can create unexpected deadline and tax complications. Learn how the 45-day and 180-day rules interact with tax filing deadlines, and how planning ahead can help keep your exchange on track.

1031 Exchange Gone Wrong? How to Save Yourself at Tax Time

Posted by William “Bill” L. Exeter May 7, 2025 Exeter Empower

A 1031 exchange doesn’t always go according to plan. Learn how partial exchanges and installment sale strategies may help reduce or defer the tax impact when an exchange falls through.