The Solid Ground journal
You may have sold a home, investment property, or business and suddenly see a large balance in cash. Taxes, obligations, near-term plans, protection, and long-term purpose need to be separated before products enter the conversation.
Before selling a 1031 exchange property, understand investment intent, two-year rules, tax consequences and the records to review with your CPA or tax attorney.
Read the story and guide →Prepare for a private banking meeting after a business or property sale with questions about credentials, cash protection, access, fees and time to decide.
Read the story and guide →Understand FDIC limits, SIPC protection, bank sweeps, money market funds, and Treasury bills before deciding where substantial sale proceeds should wait.
Read the story and guide →Understand qualifying real property, constructive receipt, qualified intermediaries, the 45-day identification period, the 180-day exchange period, and basis records.
Read the story and guide →Explore timing, qualified charities, appreciated property, valuation, substantiation, sale commitments, deduction limits, and family intent before a liquidity event.
Read the story and guide →Track fixed and contingent payments, escrow, interest, asset allocation, basis, recapture, reporting, and buyer risk after a business sale.
Read the story and guide →A decision framework for taxes, restrictions, risk, income, charitable goals, family priorities, and a staged diversification plan after a liquidity event.
Read the story and guide →Organize purchase-price allocation, basis, transaction costs, installments, state taxes, and estimated payments after a business sale.
Read the story and guide →Compare temporary homes for a large cash balance by access, insurance, yield, ownership, taxes, and the date you will review the choice.
Read the story and guide →A story-led guide to taxes, temporary cash, a future home, family decisions, and investing after a significant property sale.
Read the story and guide →A private, permission-based conversation
Have a question about physical precious metals or tangible diversification? Send a private note to Solid Ground Reserve. If you would like, we can also arrange a conversation with a senior precious-metals specialist.
