Deferred Sales Trust: Maximize Wealth & Minimize Taxes
Welcome to Triathlon Partners
At Triathlon Partners, led by Ira Koyner, also known as "The Original IRA," we specialize in innovative financial strategies designed to help business owners, physicians, dentists, and individuals with asset-rich but cash-poor situations. The Deferred Sales Trust (DST) is one of our most powerful tools for maximizing wealth and implementing effective tax strategies to minimize tax burdens. 💼💡
What is a Deferred Sales Trust? 🤔
The Deferred Sales Trust allows you to defer taxes on the sale of highly appreciated assets. This strategy enables you to invest the proceeds from a sale, generate more income, and pay taxes later, helping you retain more of your wealth while utilizing advanced tax savings techniques. 📈💰
How Does It Work? 🛠️
- Sell your asset (e.g., business, real estate) to a trust instead of directly to a buyer.
- The trust holds the proceeds and reinvests them to generate income.
- You receive regular payments from the trust, deferring the tax on the sale until you withdraw the principal.
Who Can Benefit from Deferred Sales Trust? 🏆
The Deferred Sales Trust is ideal for:
- Business owners selling their companies.
- Physicians and dentists retiring or transitioning practices.
- Real estate investors selling highly appreciated properties.
- Anyone seeking to manage large tax liabilities while maintaining cash flow.
Why Choose Triathlon Partners for Deferred Sales Trust and Tax Savings? 🌍
- We collaborate with experienced professionals to implement this strategy effectively.
- We tailor solutions to meet your specific financial and tax planning goals.
- Our expertise ensures compliance and maximizes the benefits of the DST, including advanced tax savings strategies. 💡
Ready to Learn More? 🚀
Schedule your free consultation with Triathlon Partners to explore how the Deferred Sales Trust and effective tax strategies can work for you. 💼
Additional Resources
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TriathlonTV: Indexed Universal Life Insurance vs Deferred Taxable Investment
Whole Life: The Devil is in the Details
