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Exeter Empower – Volume 2, Issue 5

Exeter EMPOWER Newsletter
A Newsletter by The Exeter Group, LLC
Welcome to Exeter EMPOWER, your trusted source for expert guidance on 1031 exchanges, self-directed IRAs, self-directed individual 401(k) plans, private fund custody, directed and administrative trustee services, title holding trusts, specialty holding escrows, and custody services.
In this edition:
• Featured Article: Reverse 1031 Exchanges
• Self-Directed IRAs at Exeter Trust – Simplified Fee Structure
• Webinar: Utilizing a 1031 Exchange to Accumulate Wealth
• Amanda J. Brynoff Promoted to Vice President and Controller
 
Reverse 1031 Exchanges
By William L. Exeter, Chief Executive Officer – Exeter 1031 Exchange Services, LLC & Exeter Trust Company
A reverse 1031 exchange lets investors acquire a replacement property before selling their current one – bypassing the IRS restriction that prohibits owning both simultaneously. An independent Exchange Accommodation Titleholder (EAT) temporarily holds title to one property through a “parking arrangement,” keeping the investor fully compliant with IRC Section 1031.
Two structures are available: “Exchange Last,” where the EAT parks the replacement property until the current property is sold, and “Exchange First,” where the EAT parks the relinquished property while the investor acquires the new one. Both are governed by strict IRS deadlines – 45 days to identify and 180 days to complete – making experienced Qualified Intermediary guidance essential to protect the exchange.
Learn More About Reverse 1031 Exchanges
 
Self-Directed IRAs at Exeter Trust
Fees can significantly reduce the growth of your IRA. Percentage-of-value fees, in particular, penalize your assets for performing well, creating a compounding effect that diminishes your returns over time. But there’s another culprit that often goes unnoticed: extraneous fees.
These include excessive transaction fees, filing fees, wire fees, and other hidden charges that quietly erode your IRA’s value.
Don’t let fees hold your retirement back. Use Exeter Trust Company’s Fee Calculator to uncover how much your current custodian’s fees are costing you. Take control of your financial future today!
IRA Fee Comparison - $244,553 more with Exeter over 40 years
If you missed our earlier update, Exeter Trust Company has simplified our self-directed IRA custody fee structure – and it’s worth knowing about. Gone are the complex schedules with set-up, transaction, service, asset-based, and termination fees. In their place: one flat annual fee of $275 per account, per year. That’s it.
Managing your self-directed IRA through Exeter Trust is now more straightforward and transparent than ever.
Learn More About Self-Directed IRAs
 
Utilizing a 1031 Exchange to Accumulate Wealth
Thursday, May 7th – 2PM to 3PM ET / 1PM to 2PM CT / 12PM to 1PM MT / 11AM to 12PM PT
Learn the fundamentals, advantages and approaches for utilizing a 1031 exchange to accumulate wealth. This webinar covers the history of Section 1031, forward exchange requirements, identification methods, and other exchange structures including reverse, improvement, and foreign property exchanges.
Lauren Speidel
SPEAKER
Lauren Speidel
Assistant Vice President and Regional Manager
Exeter 1031 Exchange Services, LLC
Register for the Webinar
 
Amanda J. Brynoff Promoted to Vice President and Controller
The Exeter Group of Companies announced the promotion of Amanda J. Brynoff to the position of Vice President and Controller. In her elevated executive role, Brynoff will direct the comprehensive financial and regulatory reporting, accounting operations, external audits and exams, and internal controls across all entities within the corporate structure – encompassing direct financial oversight of Exeter 1031 Exchange Services, Exeter Trust Company, and Exeter Asset Services Corporation.
Brynoff brings a wealth of specialized experience in financial and accounting administration to the executive leadership team. Her promotion underscores the organization’s steadfast commitment to maintaining rigorous financial standards and precise operational accounting – particularly critical for Exeter Trust Company, a Wyoming corporation licensed, regulated, and examined by the Wyoming Division of Banking.
“Amanda has consistently demonstrated exceptional dedication and technical expertise during her tenure with our organization. Her leadership capabilities and strategic approach to our complex accounting operations have been invaluable to our corporate growth.”
– William L. Exeter, Chair and Chief Executive Officer, The Exeter Group of Companies
Read the Full Press Release
 
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Thank you for reading Exeter EMPOWER!
Stay tuned for more insights coming your way soon. If you have any questions or comments, please reach out to us!
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Picture of William “Bill” L. Exeter

William “Bill” L. Exeter

Founder and Chief Executive Officer of The Exeter Group of Companies and a long-time leader in 1031 exchanges, qualified trust accounts for 1031 exchanges, self-directed IRAs, self-directed individual 401(k) plans, custody services for retirement plans, private fund custody services, directed administrative trustee services, non-traditional investments or alternative investments, specialty holding escrows and title holding trusts (land trusts). He has spent his career helping individual, corporate, and institutional real estate investors and their advisors navigate complex tax-deferred transactions with clarity, care, and a strong focus on protecting client assets. Bill is known for his practical, plain-English approach to education and his belief that investors deserve transparency, responsiveness, and trust at every step of the process.
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