You own an investment property and want to sell it; but you also don’t want to pay all that tax.  In this week’s episode David discusses the benefits of doing a 1031 Tax Deferred Exchange for investment properties.  Plus, learn how to have your cake and eat it too, by pulling out some money tax free, before or after a transaction is complete! This is not a recommendation for a 1031 Exchange, the mention of a 1031 Exchange in this Pod Cast is for Educational and Informational Purposes only.  <a href= "https://www.cfci.us/2025-the-final-drive">https://www.cfci.us/2025-the-final-drive</a>

2025 The Final Drive - E33 - Wash Sell & Phantom Gains

Hi, I’m David Hays, Founder of Comprehensive Financial Consultants and your host for 2025 The Final Drive podcast based on my book, 2025 The Final Drive: What You Need to Win. You can purchase this book at by visiting our website at www.cfci.us. This podcast will help you avoid the biggest risks that will affect your long-term retirement by planning. Much of this planning needs to be done by the year 2025, before taxes go up for good. I will teach you about the impact of our parents’ tax planning and how to break that cycle and create wealth for your retiree income, the risks associated with retiring during bad markets, and how to effectively plan for your longevity.