1031 Exchange or Just Sell? The Tax Truth Investors Miss

From IRAs to 401(k)s to 1031s… what’s really legal, and what’s a tax trap? David and Thomas Moore answer real client questions: Can retirement accounts pay property debt? When is selling smarter than exchanging? And what “tax-free” really means.00:00 – Retirement Accounts + 1031 Exchanges00:25 – Client Question: Can You Use Home Sale Proceeds to Pay IRA Debt?01:59 – Why Paying IRA Debt with Personal Funds = Prohibited Transaction04:05 – Legal Workaround: Using an LLC to Avoid Prohibited Transactions07:15 – Asking the Right Tax & Legal Questions15:22 – What to Do When a Seller Wants a 1031 Exchange18:11 – Equity ≠ Gain: Understanding Your Real Tax Exposure25:44 – What a 1031 Exchange Really Does (Tax Deferral, Not Tax-Free)26:39 – Swap Until You Drop: Passing Properties to Heirs Tax-Free41:04 – 1031 G6 Rules: When You Can (and Can’t) Access Cash🔔 Subscribe for more tips on 1031 exchanges, retirement investing, and wealth-building strategies.Send us Fan MailThanks for listening! Subscribe to get all of the latest tax news and information.