With market volatility and misinformation that exists about them, why trust your "nest egg" to these two factors? If you're interested in some alternatives, we have those strategies. Happy New Year's!
https://www.foremostadvice.com/pdfservice/ConceptPiece.27e51aa3-23b6-40c3-819b-1fbce04ec49e.pdf
Thursday, December 29, 2011
Monday, December 26, 2011
Tuesday, December 20, 2011
Charitable Remainder Trusts
A charitable remainder trust (CRT) can be a great way for taxpayers to leverage their generosity, producing tax savings that can be used to provide greater benefits to themselves, their spouses, or others, and then to their favorite charities. Tax savings are generated because taxpayers receive income, gift, and estate tax deductions for the value of their donations, and can defer or avoid capital gains tax when appreciated assets are donated.
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