What is a DST?

A Delaware Statutory Trust Exchange (DST) leverages Section 1031 of the Internal Revenue Service Code, allowing real estate investors to exchange current holdings for new ones, while deferring the capital gains taxes that ordinarily would be due. DST Ownership: DST investments are structured to defer capital gains taxes in accordance with…

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1031 Exchanges

1031 Exchange Sales

Overview of 1031 Real Estate Exchanges Section (§) 1031 is the IRS code regarding real estate that allows capital gains taxes to be deferred on a sale by moving the equity and debt of the property being sold to a new property of equal or greater value.   The current…

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Retirement Strategy

Retirement plan income can be one of the largest tax liabilities in a portfolio. All income from retirement plans (except for ROTH IRAs) is taxed as ordinary income. This means that if you pass away with money in retirement plans, your heirs could incur a hefty tax. It’s possible they…

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Investment Challenges

Navigating the stock market will always be difficult.  Additionally, the current economy has presented us with new challenges. The great depression was the last time we’ve seen so much debt in the economy, especially among households.  It is also important to note that it was almost a generation before this…

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