A Deferred Sales Trust (DST) is a powerful tax-deferral strategy for individuals looking to sell highly appreciated assets while maintaining flexibility and control over their wealth. Whether you’re transitioning from one asset type to another or stepping away from a business to focus on family, a DST offers a tailored solution to preserve and grow your financial future. Real estate investors and developers who face challenges with 1031 exchanges—such as strict timelines and reinvestment restrictions—can benefit from the DST’s broader reinvestment options and freedom from the 180-day rule. Business owners exiting their companies can use a DST to defer capital gains taxes while accessing liquidity for retirement or legacy planning. For early cryptocurrency and digital asset holders, a DST provides a tax-advantaged exit route, enabling them to convert volatile holdings into more stable, diversified investments. This strategy not only helps you reduce immediate tax liability but also gives you the freedom to allocate your wealth based on your goals. Whether you’re planning for the next phase of life or seeking better control over your investment direction, a DST offers a customizable path to protect and reposition your wealth with long-term growth in mind.
source: https://capitalgainstaxsolutions.com/is-a-deferred-sales-trust-right-for-me/
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