The Deferred Sales Trust 2.0

with Brett Swarts


The Deferred Sales Trust 2.0 with Brett Swarts


In this episode, we ask:

  • Who needs to hear about this?
  • Would you like to watch select clips on YouTube?
  • What about tax strategies?
  • What about deferring tax?
  • Is it always a good or bad idea?
  • What is the deferred sales trust or DST?
  • How does the DST 2.0 take things a step further?
  • How does the DST 2.0 work?
  • What about your team?
  • Are taxes going up in the future?
  • Who is Brett Swarts?
  • Would you like to hear Episode 181?
  • What is Brett passionate about?
  • What is a 1031 exchange?
  • What is happening in California?
  • What about a case study?
  • What is the problem?
  • What about freedom?
  • What would 1031 work for?
  • What about changes in the law?
  • How does a Deferred Sales Trust help?
  • What about Deferred Sales Trust 1.0?
  • What can you buy?
  • What about the Deferred Sales Trust 2.0?
  • What about a case study?
  • What is the estate tax exemption?
  • Do you want it into or out of the taxable estate?
  • What about inheritance?
  • Who has an estate tax problem?
  • What are the requirements?
  • Where will taxes take us?
  • What do you need?
  • What do you want?
  • How long will it take?
  • What about diversifying?
  • What happens in youth?
  • What happens after building up some assets?
  • What happens in passive income?
  • What happens later in life?
  • Who is on your dream team?
  • Is there a one-size fits all solution?
  • How can we become a force?
  • What happened in 2008?
  • What about study and practice?
  • What about nuance and rules?
  • What about mindset?
  • What about swap until you drop?
  • When are we most likely to need access to cash?
  • When are real estate prices likely at their lowest?
  • When are banks least likely to lend?
  • How many income streams do you keep?
  • What are the traps of the 1031?
  • What about flexibility?
  • What about the current wealth transfer?
  • Would you like to read Brett’s book, Building a Capital Gains Tax Exit Plan?
  • Would you like to visit
  • Do you always want to pay more?
  • What happened to wealth between 2008 and 2011?
  • What about the opportunity to transfer assets and exit assets in ways that make sense to you?


Listen to the podcast here:

Episode 304: The Deferred Sales Trust 2.0 with Brett Swarts


Important Links: Mark Willis

The Deferred Sales Trust 2.0 with Brett Swarts— First, we work one on one with people in an advisory role, conducting a thorough analysis of their financial situation.
— Second, we create a blueprint and help people get from where they are now to achieving their financial goals.
— Third, we set up an accountability system to make sure they stay on-track, allowing for adjustments due to unforeseen life and work changes.

There are three reasons why people work with us, in no particular order…
1) We will provide you with what you need to know and what you need to do in order to increase your net worth. (knowledge)
2) We will help you create a strong foundation for your financial health, enabling you to weather the ups and downs along the way. (foundations)
3) We focus on building good relationships with our clients and help them look more closely at the relationships that matter to them. (relationship)

Bottom-line it boils down to four things:

1. You will be more focused on the financial issues that matter to you the most.

2. Second, you will be more in control of your situation, regardless of what is happening with the economy.

3. Third, your nest egg will grow with certainty,

4. …and fourth, ultimately at the end of the day, you will feel at ease and more peace of mind, confident you are doing your best in matters of your money.

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