Client Education Center

Selling a real estate property or business can have significant tax implications. When a seller receives their sales proceeds in a lump sum, they might face not only significant capital gains taxes, but also significant net investment income taxes and state income taxes, which are due in the year of the sale.¹ Our Structured Installment Sale solution can help reduce taxes on the proceeds, while providing a stream of guaranteed income over time to help secure their financial future.^1,2

Advantages of a Structured Installment Sale:

• Deferral of capital gain taxes¹
• Conversion of proceeds into a guaranteed income stream, immune to market volatility and performance²
• Payments secured by a financially sound and trusted company³