1042 Qualified Replacement Property (1042 QRP)

The strategy seeks to defer taxes, achieve diversification, and minimize fees

  • Maximize Tax Deferral – Perpetuate 1042 deferral through equity-based QRP
  • Maximize Diversification – 250+ holdings of largest, cap-weighted US equities
  • Minimize Fee Drag – Our fees are simple and affordable
  • Collaborative –We work with other advisors to help your clients succeed.
  • Innovative – Read our white paper on 1042 QRP solutions

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