How Retirees Avoid Huge Taxes With a 1031 Exchange

Selling real estate in retirement doesn’t have to mean handing a massive check to the IRS.

Most retirees assume that once they sell a rental property, taxes are unavoidable — capital gains, depreciation recapture, and state taxes can wipe out hundreds of thousands of dollars in a single transaction.

That assumption is wrong.

In this video, I break down one of the most powerful — and misunderstood — tools in the tax code: the 1031 exchange.

You’ll learn how a properly executed 1031 exchange allows retirees and pre-retirees to:

Sell investment real estate without paying taxes today

Keep 100% of their equity working for them instead of the IRS

Transition from active properties (like apartments or rentals) into passive net lease investments

Simplify their retirement income while continuing to compound wealth

We walk through a real-world example showing how a $1.5 million property sale can trigger nearly $475,000 in taxes — and how a 1031 exchange can defer every dollar of that tax legally.

You’ll also learn:

What a 1031 exchange really is (and what it isn’t)

The 45-day identification rule and 180-day closing rule

Common mistakes that cause exchanges to fail

How retirees use net lease properties for predictable, mailbox-style income

Why many investors never actually pay the deferred taxes at all

This isn’t about avoiding taxes.
It’s about redirecting capital into a better retirement structure.

If you’re considering selling investment property and want to understand whether a 1031 exchange into net lease real estate makes sense for your retirement, this video will give you the clarity most investors never get.

If you’d like to explore how this strategy could work for your situation, schedule a call and let’s talk.

This is mailbox money.
I’m Net Lease Guy — turning stress into sunsets, one lease at a time.

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