A variety of circumstances must be considered when exchanging property that may have been or will be a principal residence or vacation home.

We'll provide an overview of some of the most fundamental 1031 exchange rules and concepts, written in a way that doesn't require you to be a real estate attorney or a tax advisor to understand.

The retirement facts and research tell us people are concerned about having enough in retirement. Search services, auto rollover IRAs and engagement may help.

Investing with a self-directed IRA can give you the control and flexibility you need to manage your own diversified portfolio.

We look at the uncashed checks issue and why automatic rollover IRAs could be the best solution.