The 1031 Exchange is no longer the only game in town. The One Big Beautiful Bill has introduced opportunities that can produce greater tax offsets than a traditional exchange, giving investors new tools to reduce liability and increase after-tax returns. If you are still relying solely on the 1031 Exchange, it may be time to rethink your strategy.
Matthew Copley throughout his career with various financial institutions has specialized in helping retirees and pre-retirees plan for and navigate their retirement. He believes you would be hard pressed to find a financial advisor in the greater San Diego area that is more passionate about maximizing retirement income while reducing taxes.
He is a financial advisor that enjoys helping people and it shows in the fact that he has conducted hundreds of educational workshops over the years. These workshops cover various retirement planning topics including “How To Maximize Social Security Benefits”, and “Understanding the Different Types of Annuities”, just to name a few. He loves to help people with their finances.
