1031 Exchange or Just Sell? The Tax Truth Investors Miss
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1031 Exchange or Just Sell? The Tax Truth Investors Miss
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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 Exchanges
00:25 – Client Question: Can You Use Home Sale Proceeds to Pay IRA Debt?
01:59 – Why Paying IRA Debt with Personal Funds = Prohibited Transaction
04:05 – Legal Workaround: Using an LLC to Avoid Prohibited Transactions
07:15 – Asking the Right Tax & Legal Questions
15:22 – What to Do When a Seller Wants a 1031 Exchange
18:11 – Equity ≠ Gain: Understanding Your Real Tax Exposure
25:44 – What a 1031 Exchange Really Does (Tax Deferral, Not Tax-Free)
26:39 – Swap Until You Drop: Passing Properties to Heirs Tax-Free
41:04 – 1031 G6 Rules: When You Can (and Can’t) Access Cash
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