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Home Market Research Markets

Finding the Right Deferred Sales Trust Company

by TheAdviserMagazine
4 months ago
in Markets
Reading Time: 1 min read
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Finding the Right Deferred Sales Trust Company
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Sponsored. goodluz / Shutterstock.com

When you sell a long-held, highly appreciated asset, the capital gains tax bill can take a surprisingly large chunk of your proceeds. A deferred sales trust (DST) offers a way to defer those taxes and shape how and when you receive the money. However, it is not a one-size-fits-all solution. The firm you choose to set up and manage a DST affects fees, investment options…



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