When doing a 1031 exchange you have to keep in mind the risk of the real estate market impacting the value of your new property, or the risk of not being able to get your income stream from that new property. With an intermediated instalment sale your assets are liquid and you are investing and diversifying in many different sections of the market. Our guest today, Kim Dyer, is here to explain the concept of an intermediated instalment and the benefits behind it.
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Kim is a financial advisor and co-owner of Keystone Capital Management Group, LLC in Glendale, Arizona. Keystone is an investment and retirement planning firm committed to the growth and protection of their client’s assets. As a financial advisor, she embraces opportunity to educate, guide, and simplify the complex. Something Kim is good at and has a method for doing this today is helping you save on taxes. So stay tuned for a very insightful episode as we talk through many different benefits and advantages of using the intermediated instalment tool, how using the tools in the code can help you, and listen carefully as Kim talks us through a case study example of how using this tool can greatly impact how you pay taxes. Enjoy!
Key Points From This Episode:
- Kim shares more about who she is and her background.
- She explains what the intermediated instalment sale tool and why you’re not skirting the law.
- How many years you are able to defer capital gains when using this program.
- How inflation plays an advantageous role when using this tool.
- More benefits of using the intermediated instalment sale tool.
- How this tool protects you through the process and diversifies your assets.
- Kim talks us through what they do with section 453 — setting up a trust.
- What an irrevocable trust is and how it comes into play in the intermediated instalment sale.
- How the trust would affect your heirs, were something to happen to you.
- Kim runs us through a case study if you used the trust.
- Why you would use an intermediated instalment sale versus a 1031.
- The number one thing that has contributed to Kim’s success — Using tools in the code.
- How Kim likes to give back — Scholarship programs.
[bctt tweet=”The question is when do you want to pay the tax? Whether you want to pay it in the current year or you want to pay it over 20 years — and we think there are lots of advantages to waiting and selling over the 20 years. — Kim Dyer” username=”whitney_sewell”]
Links Mentioned in Today’s Episode:
Kim Dyer Phone Number — +1 (623) 299-9710
About Kim Dyer
Kim Dyer’s passion is helping clients succeed in their retirement income, estate planning and financial goals. With more than 20 years of experience in medical accounting and administration, Kim brings a unique perspective to financial planning. Kim formerly co-founded a financial services firm in Billings, Montana, where she worked with ranchers, business owners, and retirement and estate clients for more than a decade. She sold her partnership in that business and relocated to Glendale, Arizona, to join Keystone Capital Group. Today, Kim works with qualified legal and tax professionals to help create an overall financial strategy for clients. Kim earned her undergraduate degree in accounting from the University of Wyoming, as well as an MBA from the University of Nebraska. She has passed the FINRA Series 7 and 66 securities exams and has insurance licenses in Arizona, Colorado, Montana and Wyoming. She is also a Certified Exit-Planning Advisor.
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