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:

• Understanding 1031 exchanges and how they work

• Exploring the factors of DSTs for passive investment income

• Considerations for real estate owners looking to diversify

• 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.

In this episode, Chad Burton joins Rob Black to uncover the secrets of turning underperforming real estate into a reliable source of passive income. Learn how to spot problem rental properties and transform them into opportunities through strategies like 1031 exchanges, Delaware Statutory Trusts (DSTs), and 721 exchanges. Chad and Rob also explore how to seamlessly swap a single rental property into a diversified real estate portfolio. Whether you're a seasoned investor or just getting started, this episode is packed with actionable insights to help you maximize your real estate potential.

Tune in now to unlock the keys to smarter investing!

In this episode of New Focus on Wealth, host Chad Burton, a Certified Financial Planner, discusses the current state of the market as we approach the end of the year. He highlights a busy period marked by clients selling businesses and estate planning issues. Chad notes that 2024 is shaping up to be significant for the market, with the recent Trump red wave positively impacting stock performance. He provides insights into the impressive run of NVIDIA, which has surged 183% in 2023, despite a recent dip. Chad emphasizes the importance of understanding revenue growth trends in the context of market expectations.

Tune in now to learn more!

Timestamps:

[00:01:55] Stock market performance overview.

[00:04:29] Inverse relationship of bond rates.

[00:08:30] S&P 500 earnings expectations.

[00:11:12] International markets and investment potential.

[00:15:08] Private equity market changes.

[00:19:13] Future tax implications for retirees.

[00:22:11] Estate tax planning strategies.

[00:25:21] Charitable giving from IRA.

[00:28:54] Better cashflow and ease in life.

Email your money question to chad@chadburton.com

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com