How do deferred sales trusts benefit investors? Brett Swarts, Founder of Capital Gains Tax Solutions, coach and podcast host explains the flexibility and advantages  to this structure. Compare to a 1031 exchange as well as a monetized installment to realize how to roll gains into new deals. 

SHOW NOTES

1:00 - Introducing Brett and what he does to help clients as a deferred sales trust coach. 

1:41 - What a deferred sales trust is. 

3:02 - How deferred sales trusts can benefit investors by rolling gains into new deals. 

4:57 - How this strategy compares to a 1031 exchange and what the advantages are. 

10:30 - Why the flexibility of the DST is so beneficial, particularly right now. 

12:51 - More details on the mechanics of how DSTs work. 

16:00 - Where Brett’s company fits into the process with their clients. 

18:26 - More background on the flexibility of this strategy as opposed to using a 1031 exchange. 

19:45 - Additional details on the structure of these deals and the legality of the approach. 

21:44 - What the fee structures look like and how they compare to a 1031 exchange. 

25:01 - How to learn more about whether this strategy could be right for you. 

26:34 - What kinds of topics Brett covers on his own podcast. 

27:44 - Comparing this approach to a monetized installment sale and questions to ask with any tax deferral strategy. 

30:32 - Who is on Brett’s team and what they do. 

32:08 - Questions that Brett thinks are important when looking at this kind of strategy. 

34:17 - Background on Brett’s family and his hobbies. 

35:58 - Brett’s recommended resources. 

39:00 - Contacting Brett and his parting words. 

Resources and Links Mentioned: 

Seasons of Life by Jim Rohn 

Take the Stairs by Rory Vaden 

Never Split the Difference by Chris Voss 

Dave Ramsey 

Contact Joey: 

Website 

Podcast 

Youtube 

Contact Tom at tom@tombraegelmann.com or feedback@tombraegelmann.com 

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