The 1031 Exchange Institute

Welcome to The 1031 Exchange Institute™. The 1031 Exchange Institute is your complete online resource for 1031 exchange, 1033 exchange, 1034 exchange, 721 exchange, 453 installment sale and 121 exclusion information.  Information will also be provided regarding Self-Directed IRAs, including Traditional IRAs, ROTH IRAs, SEP-IRAs and SIMPLE IRAs. 

The 1031 Exchange Institute is dedicated to educating and informing real estate investors and their advisors on the benefits of 1031 tax-deferred exchanges and other tax deferred and tax exlcusion strategies so they can make better informed investment decisions.

THE SELF-DIRECTED IRA BLOG™

Welcome to The Self-Directed IRA Blog™. The Self-Directed IRA Blog is sponsored by Exeter IRA Services, LLC to help educate and inform real estate investors and their advisors so they can make better informed investment decisions when investing in real estate related assets inside a Self-Directed IRA.  The Self-Directed IRA Blog will cover all things related to Self-Directed Individual Retirement Accounts, including Traditional IRAs, ROTH IRAs, SEP-IRAs and SIMPLE IRAs.  You are welcome to post a comment on any of the articles or ask follow-up questions, but please no solicitations or SPAM posts.

Friday
Jun212013

Beneficiary IRA Excluded from Bankruptcy According to Appeals Court

The United States Court of Appeals for the Seventh Circuit Court recently ruled that funds held inside an IRA that was inherited from a non-related party (i.e. a non-spouse beneficiary) are not exempt from creditor claims in bankruptcy proceedings.  This ruling is in direct conflict with a prior decision handed down by the United States Court of Appeals for the Fifth Circuit.