EPISODE · Oct 14, 2017 · 50 MIN
165: What is a Deferred Sales Trust and Why So Popular?
from Main Street Business · host The Refresh Your Wealth Show
Join Mark and Mat as they discuss the growing strategy of DST or Deferred Asset Trusts. It's an advanced tax strategy used for selling property or businesses and growing in popularity. They are joined with licensed financial advisor Randy Luebke who has worked on a number of these complex plans and shares his insights on the pros and cons of the DSTs. If you are selling a highly appreciated asset, this show is a must!! For more information about the show visit www.refreshyourwealth.com.Ready to Take the Next Step?Work With Mat & Mark’s Law FirmGet strategic legal guidance for your business, taxes, asset protection, and estate planning with KKOS Lawyers.[Book a Call with KKOS Lawyers]Take Control of Your RetirementWant to invest your IRA or 401(k) in assets you actually understand? Check out our self-directed trust company Directed IRA.[Learn More About Directed IRA]Free ResourcesMat Sorensen’s Optimal Order of Investing GuideLearn how to prioritize where your money should go and build a smarter investing strategy.[Download the Free Guide]Mark J. Kohler’s 30-Point Tax GuideDiscover practical tax strategies and planning opportunities every business owner and investor should know.[Download the Free Guide]Get More From Mat & MarkWatch on YouTubeTax strategies, business planning, investing, asset protection, and more.[Visit the YouTube Channel...
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Join Mark and Mat as they discuss the growing strategy of DST or Deferred Asset Trusts. It's an advanced tax strategy used for selling property or businesses and growing in popularity. They are joined with licensed financial advisor Randy Luebke who has worked on a number of these complex plans and shares his insights on the pros and cons of the DSTs. If you are selling a highly appreciated asset, this show is a must!! For more information about the show visit www.refreshyourwealt...
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165: What is a Deferred Sales Trust and Why So Popular?
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