Structured Installment Sale
Sell your real estate for principal and interest payments over time—perfect if you're retiring out of property and want predictable income over a set period.
Keep More of What You Earn
Learn how the 537 Installment Sale Trust, 1031 exchanges, Roth conversions and Model Q® work here; each service is delivered by its own Q company.
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This website shares educational information about tax and financial planning. This content is not tax, legal, investment, or financial advice.
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I want to sell real estate (investment property)
How It Works
Here is how the process works, step by step
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Run Your Numbers
Use our calculator to run illustrative estimates and learn which strategies may be worth discussing.
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Review the planning topics that may apply to your situation.
About TaxFreeYou
Tax planning can be hard to follow because of complexity and jargon.
Our goal is to explain retirement tax planning topics in plain language.
Our Mission
Make sophisticated tax strategies accessible to everyone, not just the ultra-wealthy. We simplify complex tax law into actionable strategies.
Our Promise
No jargon walls, no hidden fees, no empty promises. Just clear guidance.
Tax-Saving Solutions
537 Installment Sale Trust
Defer capital gains on high-value assets—businesses, crypto, real estate—indefinitely. Collect interest-only payments until you dissolve the trust.
1031 Exchange w/ Safety Net
Swap investment property for like-kind real estate to defer taxes. Ideal for investors who never want to cash out—just keep rolling gains into new deals.
Roth Conversion Strategy
Convert pre-tax retirement funds into a Roth account. The converted amount is taxed as income in the year of conversion.
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This website shares educational information about tax and financial planning. This content is not tax, legal, investment, or financial advice.
What to Expect
- Free 30-minute introductory call
- Personalized tax strategy review
- Estimated savings calculation
- No obligation to proceed
Contact Information
Monday - Friday: 8:00 AM - 6:00 PM PST
Saturday: 9:00 AM - 12:00 PM PST
Saturday: 9:00 AM - 12:00 PM PST
See if I qualify
This website shares educational information about tax and financial planning. This content is not tax, legal, investment, or financial advice.