If you’re one of the nation’s 73 million baby boomers at or very near retirement age, you may well have highly appreciated assets, such as real estate or a business, that you want to sell to help fund your retirement. The problem, however, is the potentially enormous capital gains taxes you face if you dispose of these assets via a conventional sale. Unfortunately, these taxes could eat up over half of your sale proceeds.
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A Quick Guide: How the DST Can Benefit Your Clients
If you’re a legal or financial professional who caters to a high-asset clientele, you should consider becoming a Deferred Sales Trust (DST) business partner. Why? Because the DST offers your clients numerous benefits when they sell their highly appreciated assets, including the following:
Answers to 5 Less Frequently Asked DST Questions
In past posts, we’ve answered numerous “big” frequently asked questions about the Deferred Sales Trust (DST), such as the following:
Case Studies: How the DST Can Save You Millions When You Sell Your Cryptocurrency, Highly Concentrated Stock or RSUs
The good news is that your cryptocurrency investment went through the roof and proceeded on up into the stratosphere. The bad news is that you want to sell before the volatile crypto market crashes, like it frequently does, but you know you will face a huge capital gains tax if and when you do.
Who Offers the DST?
As the owner of one or more highly appreciated assets, you may have heard about the Deferred Sales Trust (DST), the innovative strategy that allows you to defer the substantial capital gains taxes you usually face when you sell one of these assets. Some of what you may have heard, however, could be inaccurate.