Payments (10)

Where are the funds of the Deferred Sales Trust held? Are the funds safe?

Created by Client Experience Team, Modified on Wed, 15 May, 2024 at 2:25 PM by Client Experience Team
How is the Deferred Sales Trust taxed?

Created by Client Experience Team, Modified on Wed, 15 May, 2024 at 2:25 PM by Client Experience Team
How can I know the number of my payments from the trustee?

Created by Client Experience Team, Modified on Wed, 15 May, 2024 at 2:27 PM by Client Experience Team
Are there any flexibilities or variability in the payment stream, such as increasing the payments over time?

Created by Client Experience Team, Modified on Wed, 15 May, 2024 at 2:27 PM by Client Experience Team
How long does the Deferred Sales Trust last or when do I have to pay the tax?

Created by Client Experience Team, Modified on Wed, 15 May, 2024 at 2:27 PM by Client Experience Team
Once the funds are in the Deferred Sales Trust, do banks consider these funds a liquid asset?

Created by Client Experience Team, Modified on Wed, 15 May, 2024 at 2:29 PM by Client Experience Team
What are the average historical returns for funds that stay in the trust?

Created by Client Experience Team, Modified on Wed, 15 May, 2024 at 2:29 PM by Client Experience Team
What is the total amount of assets that can be sold in a DST per person per year?

Created by Client Experience Team, Modified on Wed, 15 May, 2024 at 2:32 PM by Client Experience Team
What is my return expectation for the trust?

Created by Client Experience Team, Modified on Wed, 15 May, 2024 at 2:33 PM by Client Experience Team
Can I take possession of the original principal/down payment on the houses and only place the taxable appreciated capital gains?

Created by Client Experience Team, Modified on Wed, 15 May, 2024 at 2:34 PM by Client Experience Team