DST (Deferred Sales Trust) / 1031 Exchange
- The Deferred Sales Trust enables individuals to strategically invest their money into cash flowing assets, which in turn creates flexibility and the opportunity to grow generational wealth.
- Provides a stream of income that can be used as retirement income.
- The Deferred Sales Trust is the perfect solution for saving a 1031 Exchange.
- When the appreciated property or capital assets are sold, capital gains tax on the sale is generally deferred until the Seller (Taxpayer) actually receives the payments.
- May accomplish an “estate tax freeze” for estate tax purposes.
- Governed by Tax Code IRC 453
- Allows funds to be diversified into liquid assets.
- Provides a stream of income that can be used as retirement income.
- Avoid probate with proper estate planning.
- When properly structured, the principal inside the subject installment sales note can be preserved with “interest only” or partial principal payments creating the potential to pass on a large portion of the note principal to your legal heirs with proper estate planning.
- This provides a solution by creating more time as well as an opportunity to diversify investments.
- By utilizing the DST installment arrangement, you can convert the collateral security for your payments from an asset that is otherwise “exposed” or liability prone (e.g., your old property or business) to a “no-liability” asset (such as diversified financial instruments).
- The Deferred Sales Trust is the perfect solution for saving a 1031 Exchange.
- The DST Trustee may invest in REIT’s, bonds, annuities, securities or other “prudent investments” that are suitable to help assure the Trustee’s performance in repaying the Seller/Taxpayer pursuant to the held installment sales.
For More Information, Click On The Following Links
A Way Out -DST Brochure DST brochure. Pithadiya
DST brochure. Pithadiya