Ready Investor One

213. Deferred Sales Trusts 101 with Brett Swarts

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Sinopsis

Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your own lifestyle and economy.    In this episode of “The WakeUp Call” podcast, Host Paul Thompson is joined by Brett Swarts as they go into heavy detail regarding Deferred Sales Trusts, the primary focus on Brett’s business: “Capital Tax Solutions”. For people with large value assets, using this strategy involves utilizing high and low tax states to your advantage– creating Trusts and designating Trustees that give you the opportunity to make large amounts of wealth off maximizing local interest rates.   Key Points From This Episode:    Brett Breaks Down in detail the elements that go into a Deferred Sales Trust The Benefits of Building and setting up a “Trust” involving a company like Capital Gains Tax Solutions. Hire the WHO Don’t Be the HOW 82 Trillion Dollars Will Pass from Boomers to Millennials in the next 20 Years: The largest wealt