How the Middle Class Misses Out on Deferred Sales Trusts

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How the Middle Class Misses Out on Deferred Sales Trusts

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Episode 73 of Wealth Distribution with Fexingo dives into Deferred Sales Trusts — a tax-deferral strategy that lets sellers of appreciated business or real estate assets spread capital gains over years. Lucas and Luna explain how the structure works, why it's almost exclusively used by wealthy families, and how the middle class misses out because of minimum asset requirements, complex legal setup, and lack of awareness. With examples like a $5 million business sale deferring gains into a diversified portfolio, the episode shows a concrete mechanism that widens the wealth gap. The hosts also discuss the irony that middle-class homeowners selling a rental property could benefit from a DST but rarely hear about it from real estate agents or tax preparers. No advocacy, just clarity on a tool that quietly helps the affluent compound wealth tax-free for years. #DeferredSalesTrust #CapitalGains #TaxDeferral #WealthGap #MiddleClass #OnePercent #TaxStrategy #RealEstate #BusinessSale #InstallmentSale #IRC453 #AffluentInvesting #WealthDistribution #FexingoWealth #FexingoEconomics #Economics #Finance #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

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