『Smarter Wealth, Greater Purpose: Tax-Efficient Investing and Charitable Opportunity with Ray DeWitt』のカバーアート

Smarter Wealth, Greater Purpose: Tax-Efficient Investing and Charitable Opportunity with Ray DeWitt

Smarter Wealth, Greater Purpose: Tax-Efficient Investing and Charitable Opportunity with Ray DeWitt

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 Episode Overview In this episode of Money to Give, Rick Peck sits down with Ray DeWitt, founder of 1031 DST Group and an expert in alternative real estate investing strategies. Ray shares how his journey from traditional financial planning to real estate-based solutions opened up new ways to help clients minimize taxes, simplify their lives, and create lasting impact. With two decades of experience in financial services, Ray recognized a gap: many of his clients’ wealth wasn’t in stocks or mutual funds — it was in their real estate. That realization led him to explore 1031 exchanges and the Delaware Statutory Trust (DST), an IRS-approved structure that allows investors to defer capital gains taxes while transitioning from active property management to passive income. Together, Rick and Ray discuss how DSTs can serve both individuals and charitable organizations — offering not just financial efficiency but also a bridge to philanthropy. From easing the burden of being a landlord to enabling future charitable gifts, Ray explains why this strategy has become a game-changer for baby boomers and legacy-minded investors alike. The conversation explores: What a Delaware Statutory Trust (DST) is and how it works How 1031 exchanges help real estate owners defer taxes Why DSTs offer passive income and estate planning benefits How charitable giving can be integrated into DST strategies About the Guest Ray DeWitt is the founder of 1031 DST Group, a Utah-based advisory firm specializing in 1031 exchanges and passive real estate strategies. With over 20 years in financial services, Ray helps investors navigate tax-efficient transitions out of active property ownership. A passionate donor himself, Ray supports causes including Safari Club International Foundation, JDRF, and the Child Liberation Fund — demonstrating his belief that financial success and generosity go hand in hand. 📧 Contact Ray: 801-815-6619 🌐 Learn more: www.1031dstgroup.com Key Takeaways DSTs allow real estate owners to move from active management to passive income while deferring capital gains taxes. These trusts provide flexibility for estate and charitable planning, making them ideal for legacy-minded investors. The structure is IRS-approved and offers diversification across multiple property types. For charities receiving real estate gifts, DSTs can simplify management and turn assets into future funding. As Ray reminds us — giving back isn’t just a choice; it’s a way to make your wealth work for others. Subscribe to the Charitable Giving News for You newsletter for more stories, resources, and tips: Subscribe to the Charitable Giving News for You Newsletter
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