Suitability · Six-question read
Is a Structured Installment Sale right for you?
The SIS is powerful but not universal. Answer six short questions for an instant suitability read — your answers stay in your browser, and the result is an educational signal, not advice. Verify it with a qualified advisor before you act.
After the quiz
Where to go from here.
Three short next steps depending on what your result suggests.
01
Quantify the benefit
Plug your sale price, basis, and structure into the calculator to see the year-by-year federal tax delta against a lump sale.
02Compare alternatives
Side-by-side: §1031, Deferred Sales Trust, Monetized Installment Sale, charitable trusts, opportunity zones, and a taxable lump sum.
03Read worked examples
Three full case studies at 2025–2026 federal rates — including one where the SIS deliberately helps less.