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Many assets that provide opportunities for long-term growth, such as real estate and businesses, may not provide an opportunity for efficient sale and liquidation, unless you have a tax deferral strategy in place. Some assets you own might appreciate in value over a long-term holding period and don’t require you to pay income taxes on the growth – until you decide to sell the asset.
You may be reluctant to sell because of the worry about the large income tax bill you could have to pay, especially if you own investment real estate or a business, with both federal capital gain taxes, state income taxes, and depreciation recapture taxes associated with the sale, possibly resulting in 25% to 45% of the sale price in taxes going to the government.
See our resource library for more information on two tax deferral options, and detailed explanations of how they may provide an effective solution for you.
Tax Deferral on The Sale of Highly Appreciated Assets - Here's How...
An effective tax deferral strategy can make a significant difference when you sell your real estate, your business, or other highly appreciated assets. There are several strategies that offer deferral of all taxation, provide reliable income, and flexibility in how the assets are invested. They may provide protection from lawsuits and creditors, and the ability to transfer assets to your beneficiaries, estate and gift tax free. These strategies may offer significant tax saving and wealth building opportunities for your future. Learn more by reading our Free Report.