Finance Bites™
What is a 1033 Exchange, Rules, and How it Compares to a 1031 Exchange
Wally Smith: 1033s, you run across many of those? Jeff Hertz: It depends on a couple things. Unfortunately with some of the wildfires out west in recent years, we’ve seen more just mentions of 1033 exchanges. Wally Smith: And let’s recap 1033. Jeff Hertz: Most people use the term a forced conversion, meaning your ownership…
Read MoreWhy Do a 1031 Exchange?
Wally Smith: 1031s, they’ve been around a long time and it’s a like kind property held for investment purposes. Jeff Hertz: Correct. Wally Smith: And also as far as the structural changes, it’s got to be for a business reason, it cannot just be to play the tax code. So there really needs to always…
Read More1031 Exchange, Drop and Swap, LLC, and other structures
Wally Smith: If you have LLC with multiple members of it, and then they wanted to, they thought, well, we really would like to go our own separate ways. How does that work? What’s the mechanics of that? Can you touch on that a little bit? Jeff Hertz: Sure. There’s a lot of different structures…
Read MoreIntroducing the 1031 Exchange
Wally Smith: Tell us about 1031s. Jeff Hertz: 1031s. I think we just surpassed 100 years that it’s been on the tax code. It’s evolved over the years. It’s both expanded and contracted. In some cases they talk about in the early days, simultaneous exchanges to farmers, trading deeds across the table. Very straightforward, very…
Read MoreSpotlight: Jeff Hertz and Cantor Fitzgerald
Wally Smith: Jeff Hertz podcast with Cantor Fitzgerald. Jeff, welcome to the 1031 Show. Jeff Hertz: Thank you very much. It’s a pleasure to be here. Wally Smith: You bet. So you’re Senior Vice President with Cantor? Jeff Hertz: Yep. I head up national sales and advanced planning with our sales team. Wally Smith: Okay.…
Read MoreMarket Analysis & What to Do About Inflation
© 2022 Ridgegate Financial. All Rights Reserved. “Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the United States. This podcast is hosted and operated by George Wallace Smith and has brought Landon Randall to this episode for a guest [KS1] interview. Landon Randall is the owner of Hybrid Retirement Solutions, LLC DBA…
Read MoreHow to Structure Your Finances in Retirement
© 2022 Ridgegate Financial. All Rights Reserved. “Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the United States. This podcast is hosted and operated by George Wallace Smith and has brought Landon Randall to this episode for a guest [KS1] interview. Landon Randall is the owner of Hybrid Retirement Solutions, LLC DBA…
Read MoreMoney Management: Strategic vs. Tactical
© 2022 Ridgegate Financial. All Rights Reserved. “Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the United States. This podcast is hosted and operated by George Wallace Smith and has brought Landon Randall to this episode for a guest [KS1] interview. Landon Randall is the owner of Hybrid Retirement Solutions, LLC DBA…
Read MoreThe Two Biggest Mistakes in Your Investment Plan
© 2022 Ridgegate Financial. All Rights Reserved. “Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the United States. This podcast is hosted and operated by George Wallace Smith and has brought Landon Randall to this episode for a guest [KS1] interview. Landon Randall is the owner of Hybrid Retirement Solutions, LLC DBA…
Read MoreCase Study on the Impact of Planning on Retirement
© 2022 Ridgegate Financial. All Rights Reserved. “Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the United States. This podcast is hosted and operated by George Wallace Smith and has brought Landon Randall to this episode for a guest [KS1] interview. Landon Randall is the owner of Hybrid Retirement Solutions, LLC DBA…
Read More