EP Wealth Webinar - Exploring Passive Investment Options - 241216 - audio
Episode description
Are you looking for ways to optimize your real estate investments and potentially defer taxes? Watch our latest recording where we explore how 1031 exchanges into Delaware Statutory Trusts (DSTs) may potentially provide a path to passive income while reducing the burden of property management.
Presented by Chad Burton, CFP®, this seminar walks you through the current real estate environment, trends in 1031 exchanges, and how DSTs can likely enhance your investment strategy.
In this recording, we discuss topics such as:
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Understanding 1031 exchanges and how they work
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Exploring the factors of DSTs for passive investment income
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Considerations for real estate owners looking to diversify
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Strategies for deferring capital gains taxes while maintaining income flow
This seminar is ideal for real estate investors, property owners, and individuals interested in simplifying their real estate portfolios while seeking tax-efficient investment strategies.
The information being presented in this video is aimed at individuals who have at least $500,000 in investable assets.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
*Investable assets include qualified retirement plans (IRA, Roth IRA, 401(k), taxable brokerage, cash (savings/checking) and CDs. Investable assets do not include your home, vehicles, or collectibles.