Summary:

In this insightful episode of the Generations of Wealth Show, host Derek Dombeck welcomes Brett Swarts, founder of Capital Gains Tax Solutions, to challenge the traditional 1031 exchange and unveil a more flexible, investor-friendly strategy: the Deferred Sales Trust (DST). Brett shares how DST empowers investors to defer capital gains taxes, diversify investments, and most importantly—reclaim their time and freedom.

Through powerful stories of clients who exchanged active property management for peace of mind and increased cash flow, Brett makes the case that building wealth should never come at the cost of your family or lifestyle. If you’ve built up significant equity and are looking for a better way out, this episode is your roadmap.

✨ Key Takeaways:

• 1031 exchanges are outdated: Investors often feel forced to reinvest quickly, overpay, or take on excessive debt—often resulting in poor outcomes.

• Deferred Sales Trusts offer control and flexibility: Investors can defer capital gains, customize income streams, and diversify into real estate, stocks, Bitcoin, or their own ventures.

• DST = Passive income with freedom: The DST structure allows investors to regain their time while still growing their wealth.

• Real examples drive the point home: Brett shares real stories of families who deferred millions in taxes, boosted cash flow, and prioritized time with loved ones.

• It’s about impact, not just income: DST planning helps investors live aligned with their vision, values, and mission.

🎧 Why Should You Listen?

• You’ve ever felt boxed in by 1031 exchange deadlines or rules.

• You want to exit real estate or a business but dread the tax bill.

• You value both wealth building and time freedom.

• You're an entrepreneur, real estate investor, or high-net-worth individual looking to maximize your exit strategy.

⏱️ Time Stamps:

• 0:00 – Welcome & Brett’s background: From real estate to tax solutions

• 4:38 – How the 2008 crash shaped Brett’s mission

• 7:20 – Why 1031 exchanges often fail investors

• 10:42 – The Deferred Sales Trust explained: The Netflix to 1031’s Blockbuster

• 14:15 – Real-life case study: From 15 units to financial freedom

• 20:50 – Step-by-step mechanics of the DST

• 26:40 – Who qualifies for this strategy

• 29:45 – Can you adjust or access your funds early? Yes!

• 33:10 – Passive or active? You choose how involved you want to be

• 36:00 – How control and oversight work in a DST

• 39:00 – Succession plan: What if something happens to Brett?

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