Better Than A 1031 Exchange | The Commission-Free Deferred Sales Trust: no 1031 reinvestment restrictions or Trustee fees (Deferred Trusts For Real Estate, Business, and Crypto Sales Book 1)
Price: $0.99
(as of Oct 31,2024 00:00:47 UTC – Details)
Will you be selling real estate, a business, or cryptos for a significant profit?
If so, this is the best capital gains tax deferral strategy you’ve never heard of.
THIS IS THE ONLY CURRENT EXISTING RESOURCEfor commission-free §453 Deferred Trust (DT).
DTs save capital gains taxes by deferring them for your lifetime, allowing your DT to snowball a newfound compounding fortune.
DTs are better than 1031 exchanges because they don’t have 45-day real estate only reinvestment restrictions. Your reinvestment shackles are off.
Check out my 2-Part Video Series at OpesTrust.us.
A DT is your trust middleman that you transfer your property to. The DT sells it to the buyer. You get an installment note, with interest. Your DT retains and reinvests the sale proceeds – including the capital gains taxes – compounding an otherwise lost fortune over decades.
It’s easy to read. At just 77 pages, you can read it in an afternoon. And there’s no fluff. I get straight to brass tacks.
You’ll immediately “get” the entire DT strategy used by élite savvy investors in the know.
Your DT trust can strategically sit in cash, and reinvest in alternative investments to real estate.
Because finance professionals can’t make money selling commission-free DTs they’re not marketed and little known.
That’s why you may have never heard of it.
All other investors going to DT corporate shops are paying 1.5% of the value of their entire trust every year in corporate trustees commissions! That’s paying real estate agent level commissions every year. Why? Because the corporate shops require you to use their expensive corporate trustees.
But you’re legally entitled to use your own appointed little-to-no cost trustee, as long as they’re not “closely related”. This option isn’t made available through corporate DT firms. There’s no money in it, for them.
Using your own trustee saves a large fortune over the life of the DT, and saves an even larger fortune in opportunity cost from lost compounding of retained taxes.
If you appoint a trusted friend or qualified family member (like an in-law) to serve as trustee just a few hours a year, your DT Trustee cost can be zero. Your trust can keep that expense for itself, compounding a tremendous additional fortune for you and yours.
You’ll learn the many ways that you, as grantor, can legally benefit from the DT – beyond just the installment note payments and interest on page 15.You’ll know why DTs can’t save tax on gains over $5 million and what to do to protect amounts above that threshold on page 18.You will learn what to do to protect the capital gains your DT makes on page 19 (you can’t just leave it in the DT and defer the tax on DT investment gains).You will know from Chapter 4 why DTs are financially superior to other tax favored strategies like 1031 exchanges, Qualified Opportunity Zones, Solo 401(k)s, Delaware Statutory Trusts, and Charitable Remainder Trust . . . and so much more!
Listen. As much as the DT corporate trustee-for-hire crowd likes to complicate DTs, they’re actually simple.
Here it is:
Step 1. Choose your options and sign the DT trust contract.Step 2. Transfer the property to the DT in exchange for your installment note.Step 3. The DT sells the property to the 3rd party buyer.Step 4. The DT reinvests all sale proceeds including retained capital gains taxes as you’ve directed.Step 5. The DT distributes installment payments to you and trust income and assets to your beneficiaries according to your prearranged DT instructions.
That’s it. You got this!
ASIN : B0D1S44H61
Publisher : OpesTrust.us (April 14, 2024)
Publication date : April 14, 2024
Language : English
File size : 4045 KB
Simultaneous device usage : Unlimited
Text-to-Speech : Enabled
Screen Reader : Supported
Enhanced typesetting : Enabled
X-Ray : Not Enabled
Word Wise : Enabled
Print length : 109 pages
