Market volatility has become the new normal for investors. From pandemic disruptions to inflation concerns and geopolitical tensions, recent years have demonstrated how quickly investment landscapes can shift. For retirees and those approaching retirement, these fluctuations present a serious challenge: How do you create reliable income when traditional investment vehicles seem increasingly unpredictable? This is […]

Planning for retirement income requires more than just accumulating assets—it demands strategic distribution planning that aligns with your unique lifestyle objectives. A Deferred Sales Trust (DST) offers unparalleled flexibility in creating customized payment schedules that can be tailored to your specific retirement vision. This comprehensive guide explores how to design a DST payment structure that […]

For property investors approaching retirement, the decision between a Deferred Sales Trust (DST) and a 1031 Exchange can significantly impact your financial future. Both strategies offer tax deferral benefits, but their structures create fundamentally different outcomes for those seeking long-term income security. Understanding the Basics: DST vs. 1031 Exchange What is a Deferred Sales Trust? […]

Creating a Personal Pension with a Deferred Sales Trust Imagine selling your business, investment property, or other valuable asset and, instead of receiving one giant check, you create your own personal pension that sends you regular payments for years to come. That’s essentially what a Deferred Sales Trust (DST) can do for you. This article […]

The Psychological Benefits of DST Income vs. Lump Sum Liquidity When sellers consider their options after a significant asset sale, the psychological impact of how they receive proceeds is often overlooked. Deferred Sales Trusts (DSTs) offer a unique advantage through installment payments, creating a markedly different psychological experience compared to the lump sum liquidity model. […]

For successful executives and early employees at high-growth companies, a common financial challenge emerges: how to handle a concentrated stock position that represents a significant portion of their net worth. While these positions can create substantial wealth, they also present concentration risk that can threaten financial security. This case study examines how one tech executive […]

Building wealth is challenging, but transferring it efficiently to future generations can be even more complex. For owners of highly appreciated assets, estate planning involves navigating capital gains taxes, estate taxes, and wealth preservation strategies. The Deferred Sales Trust (DST) offers a sophisticated approach to these challenges, enabling tax-efficient transfers while creating lasting multi-generational wealth. […]

Retirement planning involves navigating complex tax considerations, especially when selling appreciated assets to fund your golden years. While many retirees are familiar with traditional tax strategies, the Deferred Sales Trust (DST) offers powerful but often overlooked tax benefits that can significantly enhance retirement security. This article explores these hidden advantages and how they can transform […]

In today’s uncertain economic environment, protecting your retirement income from the erosion of inflation is a critical concern for investors. For those selling appreciated assets, a Deferred Sales Trust (DST) offers a powerful strategy not only for tax deferral but also for creating inflation-protected income that maintains your purchasing power throughout retirement. This guide explores […]