Ep471: Leveraging Deferred Sales Trust (DST) for Tax-Efficient Investing with Brett Swarts

EPISODE · Mar 14, 2024 · 43 MIN

Ep471: Leveraging Deferred Sales Trust (DST) for Tax-Efficient Investing with Brett Swarts

from The Recalibration

Join us in today’s episode as Brett Swarts unveils the game-changing deferred sales trust (DST) strategy for high-net-worth individuals to conquer capital gains tax and achieve financial liberation. Listen until the end as we explore the importance of tax-deferred strategies in your investments. Tap in to learn more!KEY TAKEAWAYSKey concepts in understanding arbitrage Pros and cons of 1031 exchange and deferred sales trust (DST)Tips to educate investors on being a seller carry in real estate transactionsWhy are tax-deferred strategies crucial in your investments?3 common misconceptions about DST and why they aren’t trueRESOURCES/LINKS MENTIONEDBuilding A Capital Gains Tax Exit Plan by Brett P. Swarts: https://amzn.to/3InjjPv PIMCO: https://bit.ly/49Xk65d Anfield Capital Management: https://www.anfieldcapital.com/ ABOUT BRETT SWARTS Brett Swarts is the Founder of Capital Gains Tax Solutions and a leading expert in Deferred Sales Trusts, with over $500 million in transactions closed. As a licensed California Real Estate Broker, best-selling author, and podcast host, Brett's mission is to unlock capital gains tax for high net-worth individuals, guiding them to make an impact with their wealth.CONNECT WITH  BRETT Websites: Capital Gains Tax Solutions: https://capitalgainstaxsolutions.com/ | Brett Swarts: brettswarts.comYouTube: Capital Gains Tax Solution: https://bitly.ws/3eeb7 CONNECT WITH USSchedule a 20-min get-to-know each other call - bit.ly/3OK31kISchedule a 30-minute call to learn about investing with Three Keys Investments - bit.ly/3yteWhxVisit ThreeKeysInvestments.com to download a free e-book, “Why Invest in Apartments”!If you’re looking for an affordable healthcare solution, check out Christian Healthcare Ministries by visiting https://bit.ly/3JTRm1IGo deeper into youExplore Identity-Level Recalibration→ Schedule a conversation with Julie to see if The Recalibration is a fit for you→ Learn about The Recalibration Cohort→ Join the next Friday Recalibration Live experience → Take your listening deeper! Subscribe to The Weekly Recalibration Companion to receive reflections and extensions to each week's podcast episodes.→ Follow Julie Holly on LinkedIn for more recalibration insights→ Download the Misalignment Audit→ Subscribe to the weekly newsletter→ Books to read  (Tidy categories on Amazon- I've read/listened to each recommended title.)→  One link to all things...

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Ep471: Leveraging Deferred Sales Trust (DST) for Tax-Efficient Investing with Brett Swarts

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