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1031 exchange rules for vacation homes, primary residences, and mixed-use properties

June 2, 2023
By Accruit
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A variety of circumstances must be considered when exchanging property that may have been or will be a principal residence or vacation home.

Basics of tax-deferred 1031 exchanges

May 31, 2023
By Accruit
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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.

Importance of search services in the American retirement system

May 23, 2023
By Millennium Trust
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The retirement facts and research tell us people are concerned about having enough in retirement. Search services, auto rollover IRAs and engagement may help.

Self-directed IRAs and alternative investments explained

May 17, 2023
By Millennium Trust
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Investing with a self-directed IRA can give you the control and flexibility you need to manage your own diversified portfolio.

How to solve your uncashed checks concerns

May 1, 2023
By Millennium Trust
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We look at the uncashed checks issue and why automatic rollover IRAs could be the best solution.

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