Forbes

Deferred Sales Trust: A Smart Strategy For Capital Gains Tax Savings

For decades, savvy investors, business owners and high-net-worth individuals have sought strategies to legally defer capital gains taxes on the sale of highly appreciated assets. One powerful tool ...
Forbes

Section 453: Deferred Sales Trusts Vs. Monetized Installment Sales

The Internal Revenue Code (IRC) Section 453 provides a mechanism for deferring capital gains taxes through installment sales. However, not all strategies that claim to rely on this section are treated ...
Morningstar

Unlock Tax-Deferred Diversification: A 351 ETF Exchange is an Innovative Option for Investors in a Record-Setting Market, says Toews Asset Management

NEW YORK, Sept. 17, 2025 /PRNewswire/ -- Investors sitting on appreciated assets are seeding Exchange Traded Funds (ETFs) via a section 351 ETF Exchange, as they look to defer capital gains taxes, ...
Benzinga.com

Under the Radar: The Tax-Deferred Income Strategy Most Investors Overlook

For the uninitiated, K-1s are a tax form generated by a partnership to report income. If you own Master Limited Partnerships, you get a K-1 instead of a 1099. They can be a nightmare if you do your ...
CNN

Wondering if you should convert your tax-deferred retirement savings to a Roth? Here’s what to consider

Having financial flexibility in retirement — especially in being able to maximize your spending while minimizing your taxes — is an optimal situation. And it’s one you can arrange by keeping at least ...