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Frequently Asked Financial Questions

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Manage episode 360012875 series 2098740
Content provided by Brian Bowen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brian Bowen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

What does it mean to be an accredited investor? Brian talks about what’s required and what it looks like if you qualify. The options are different for an accredited investor, which has come up for some of his clients in need of creative solutions such as a 1031 exchange. Another question is, are reverse 1031 exchanges legal? Later in the show, Brian shares about helping his clients through a 1031 exchange.

Here’s what you’ll learn in today’s show:

  • What is the role of an accredited investor? (0:21)
  • Are reverse 1031 exchanges legal? (9:45)
  • Do I need to save more for retirement to maintain my lifestyle? (12:49)
  • What client examples does Brian have about 1031 exchanges? (19:36)

Get Additional Information: https://financialplanningva.com/podcast/

  continue reading

105 episoade

Artwork
iconDistribuie
 
Manage episode 360012875 series 2098740
Content provided by Brian Bowen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brian Bowen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

What does it mean to be an accredited investor? Brian talks about what’s required and what it looks like if you qualify. The options are different for an accredited investor, which has come up for some of his clients in need of creative solutions such as a 1031 exchange. Another question is, are reverse 1031 exchanges legal? Later in the show, Brian shares about helping his clients through a 1031 exchange.

Here’s what you’ll learn in today’s show:

  • What is the role of an accredited investor? (0:21)
  • Are reverse 1031 exchanges legal? (9:45)
  • Do I need to save more for retirement to maintain my lifestyle? (12:49)
  • What client examples does Brian have about 1031 exchanges? (19:36)

Get Additional Information: https://financialplanningva.com/podcast/

  continue reading

105 episoade

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