The Strategic Partner Circle gives FPA members the opportunity to check out additional items of interest from our strategic partners!
Events & Webcasts
May 18, 2022, 11:00 am – 12:00 pm, Fitting Home Equity into a Retirement Income Strategy, Wade Pfau, Ph.D., CFA
Strategic Partner: Mutual of Omaha Mortgage, Homa Rassouli,
Articles, White Papers, Videos & Commentary
Cantor Fitzgerald – IRS Code 1031 is one of the most powerful estate planning tools for sophisticated investors looking to defer short- and long-term gains in real estate. Many financial advisors do not know that investors can complete a 1031 exchange via a passive vehicle. A Delaware Statutory Trust is a turnkey passive solution that allows investors a way to compete a 1031 exchange without having to deal with the management side of real estate. Please listen to this educational webinar to learn more. Meeting Recording: https://zoom.us/rec/share/wikA_TRQTFuw8FmhoDzcJHVXHTmvJIKg8MEXZp2PovrmSJ-EcD7R1fS-OG_TDLQ.QhR7wn9nmFF27Vjw – Access Passcode: Cantor1!
Cantor Fitzgerald – Articles – Providing Options to Clients with 1031 Exchanges Using DSTs and Opportunity Zones / Investing in the Zone: Introduction to Qualified Opportunity Zones / Understanding 1031 Exchanges