interested in income deferment with tax advantages

[Angela Zaitz]

I'm planning on retiring in 4-5 years. Any additional income now will push me into the next tax bracket. I am thinking about getting into buying and holding rentals, and possibly syndications that will mature in 5 years or that I can roll over using a 1031 exchange.  From a tax prospective, do you have any advice for me before I jump in?

[Dave Foster]

@Angela Zaitz, Few products marketed as "syndications" qualify for 1031 treatment. From your description it sounds like you're talking about Delaware Statutory Trusts (DST) which are a fractional passive investment like the LP syndications you see everywhere. The difference is that DSTs are 1031 compliant. So you can 1031 into them and when they sell in that 3-7 year period you can 1031 out of them and into a new investment. Those might be more to your taste.