That’s why we brought in tax expert Pishoy Fahmi, founder of PNF Accounting & Advisors, to break it all down. In this episode, we explore:
- How can you sell investment property and reinvest the profits—without paying capital gains tax?
- Can you swap life insurance or annuities tax-free? (Hint: Yes, but do it wrong, and the IRS will notice.)
- What deadlines, rules, and loopholes do you need to know before making a move?
- How do high-level investors play the game to maximize their wealth?
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