Legal
Important disclosures.
These disclosures apply to this website, its tools, and any report they generate. The Delaware Statutory Trust disclosure appears below; other strategy-specific disclosures, for Opportunity Zones, estate planning, and trusts, appear with the relevant tool or article.
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Informational Purposes Only. This website is provided for informational and educational purposes only. It is not intended to constitute, and should not be relied upon as, investment, tax, legal, accounting, or financial planning advice. The strategies presented are illustrative only and may not be appropriate for every individual. No recommendation or investment advice is being provided unless and until you enter into an advisory relationship with Savvy Advisors Inc. and receive advice from your advisor based on your specific facts and circumstances.
Tax and Legal Considerations. Certain strategies discussed may involve tax, estate planning, legal, or other considerations. Information was obtained from sources believed to be reliable, but was not verified for accuracy. Federal, state, and local tax laws, including the Internal Revenue Code, are complex and subject to change. Taxpayers are responsible for verifying their taxation obligations.
AI-Generated Content and Advisor Review. Portions of this report were generated using a third-party artificial intelligence (“AI”) tool based on the responses you provided. AI-generated outputs may be incomplete, inaccurate, outdated, or not applicable to your circumstances, particularly if the information provided is incorrect or incomplete. The quality and relevance of the report depend on the accuracy and completeness of the information provided. You should review this report carefully and discuss any potential strategy with your advisor before taking action. Your advisor will review the information with you and help determine whether any strategy may be appropriate based on your financial circumstances, objectives, risk tolerance, liquidity needs, tax situation, and other relevant factors.
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Important Disclosure Regarding Delaware Statutory Trust (DST) Investments
Delaware Statutory Trust ("DST") investments are generally offered through private placement offerings and are intended only for investors who satisfy the eligibility requirements established by the issuer and applicable securities laws. In many cases, DST offerings are available only to investors who qualify as accredited investors.
DST investments are not suitable for all investors. They are generally illiquid, are not listed on a public exchange, and involve investment risks, including the possible loss of principal. Investment objectives, risks, fees, expenses, tax considerations, and offering terms vary by investment and should be carefully reviewed before investing.
Nothing in this material constitutes an offer to sell or a solicitation of an offer to buy any specific DST investment. Any offer may be made only by means of the applicable private placement memorandum and other offering documents. Investors should carefully review these materials and consult with their legal, tax, and financial advisors to determine whether a DST investment is appropriate in light of their individual circumstances.
1031 Exchange Disclosure: DST investments are often used as replacement property in connection with Section 1031 like-kind exchanges. Investors should consult with their qualified tax advisor regarding the tax consequences and eligibility requirements associated with a 1031 exchange. Neither this material nor the adviser provides legal or tax advice.