- Your relationships with family and friends
- Your health
- Your hobbies, passions, and interests
- Your financial legacy in the lives of the people around you
But there’s something in the way isn’t there?
My clients and i have been there, too.
I know what it feels like to feel stressed and want to have more time and energy margin in your life with a passive income stream and to have your financial success outpace your ability to manage it, diversity it and being able close that chapter of your life while still not giving away 30-50% to the IRS. For years, my clients and I struggled to balance it all and find a clear solution. And many of my client’s success came at the expense of their wealth in the 2008 crash due to too much debt and too many 1031 exchanges into higher priced properties. Or just not selling their business or primary home at the peak due to not having a suitable capital gains tax deferral solution.
The turnaround for me came when I realized the answer isn’t simply to continue to squeeze the purchasing real estate peg into the one size 1031 fits all hole, not sell a business due to no suitable capital gains tax deferral option, not sell a highly appreciated home due to not enough 121 exclusion available to offset the capital gains tax. Success in wealth accumulation is about having the freedom to sell and gain liquidity, passive income, diversification and the ability buy investment real estate or a business at the optimal time all tax deferred. I discovered how to give my clients more time and flexibility to do this. Since then, my career calling and passion for equipping others with the deferred sales trust has never been the same.
But my favorite wins are at home!
CAN I HELP YOU DO THE SAME?
Now its your turn
Yes, you really can win with capital gains tax, sell and buy at the optimal time with a new depreciation schedule, move funds outside your taxable estate, save a failed 1031 exchange, and retire from toilets, trash, employees and liability. All it takes is the intention and a tax deferral leadership mentor to guide you. If you’ll provide the first, I’ll provide the second. Let’s get started.
Listen to some of the best CRE, Luxury Realtors, Business Brokers, and Entrepreneurs interview Brett Swarts on the advantages of the deferred sales trust.