2
ENHANCED RETIREMENT PLANNING
Planning for retirement often involves strategic tax management. Unlike a 1031 exchange, which limits reinvestment options to real estate, the Deferred Sales Trust offers a diversified approach. Sellers can allocate proceeds into various asset classes such as stocks, bonds, and REITs, providing greater flexibility and potentially reducing investment risk. This diversification can lead to a larger pre-tax lifetime retirement income compared to traditional tax payment methods. In a 1031 exchange, all decisions must be made upfront, leaving little room for adjustments down the road. With the Deferred Sales Trust, sellers have the freedom to make decisions in real-time. Whether it’s waiting to re-enter the market, accessing funds for unexpected expenses like medical bills, or borrowing from the trust for future investments, the trust offers unparalleled flexibility to adapt to changing circumstances.
3
REAL-TIME DECISION MAKING
4
INDIVIDUAL PARTNER PREFERENCES
Unlike a 1031 exchange, where all partners must agree to participate, the Deferred Sales Trust accommodates varying preferences. Each partner can choose whether to defer taxes or pursue other financial goals, providing greater autonomy and avoiding potential conflicts of interest.
PAGE 21
Powered by FlippingBook