What Does a 1031 Delaware Statutory Trust Advisor Do?

What Does a 1031 Delaware Statutory Trust Advisor Do?

Finding suitable Delaware Statutory Trust investments can be challenging. Scouring through multiple DST offerings to find investment options that meet your investment criteria can be a difficult and time-consuming process. DST investors who are trying to place capital to complete 1031 exchanges also face the additional pressure of meeting inflexible Internal Revenue Service deadlines. 

Sep 19, 2022

What is a Good Monthly Retirement Income?

What is a Good Monthly Retirement Income?

Establishing a budget is one of the most important aspects of financial security in retirement. A budget can help ensure your retirement dollars last the rest of your life, which could be decades after you stop working. 

Sep 18, 2022

Are Royalties Considered Investment Income?

Are Royalties Considered Investment Income?

Royalties are fees that one person or company pays to another for the use of their work, usually their intellectual property. Royalties are frequently used for licensing agreements, such as when a product manufacturer wants to use a popular song to advertise their product. In addition, writers may receive royalties when their book sells copies, and artists earn royalties when radio stations play their music, for example.

Sep 18, 2022

Does Gold Qualify for a 1031 Exchange?

Does Gold Qualify for a 1031 Exchange?

As an investor, using a 1031 exchange to defer the payment of capital gains taxes when you sell property is often a goal. After all, doing so can increase your funds for reinvestment, thus enabling you to better leverage your investment power. Sequential exchanges can compound this effect, helping you grow your portfolio. For many investors, it's a rational approach.

Sep 17, 2022

Does Power of Attorney End at Death?

Does Power of Attorney End at Death?

Sep 17, 2022

Do Tenants In Common Investors Pay Capital Gains Tax?

Do Tenants In Common Investors Pay Capital Gains Tax?

Real estate investors who sell highly appreciated assets are often left with large capital gains tax liabilities. Reinvesting sale proceeds through a 1031 exchange is one way to defer those gains. 

Sep 16, 2022

Which States Do Not Recognize 1031 Exchanges?

Which States Do Not Recognize 1031 Exchanges?

  Completing a 1031 exchange after selling an investment property can help real estate investors increase the purchasing power of their investment capital and also defer taxes on any realized capital gains. 

Sep 16, 2022

What Are the Benefits of Investing in a Delaware Statutory Trust in Florida?

What Are the Benefits of Investing in a Delaware Statutory Trust in Florida?

Investing through a Delaware Statutory Trust can be an attractive tool for many investors. Here’s how it works:

Sep 15, 2022

Do You Pay State Taxes on Capital Gains?

Do You Pay State Taxes on Capital Gains?

Capital gains represent the difference between what investors pay for an asset (plus certain adjustments) and what they sell it for. Capital assets include real estate, stocks, bonds, collectibles, jewelry, antiques, and other items that can increase in value over time. If you don't sell the asset, any increase in its value is an unrealized gain, and won't be taxed, no matter how much the increase is.

Sep 15, 2022

What is a Tenants in Common (TIC) Sponsor?

What is a Tenants in Common (TIC) Sponsor?

Tenants-In-Common is a structure for sharing property ownership among two or more people. The unique aspect of TIC arrangements is how flexible the design is. For example, TIC can include a shared rental property owned jointly by two best friends or, on the other end of the spectrum, a professionally managed company promoted by a Sponsor.

Sep 14, 2022

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