CRT / ART
If you own a substantially appreciated asset that you would like to sell without paying capital gains tax, and then convert the proceeds into a guaranteed lifetime income, watch this short video to learn how you can also benefit any charity or non profit institution and your family with tax free cash.
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Triple Benefit Tax and Income Strategy
Thank you for taking a few minutes to watch this video, and learn about the valuable tax advantage and the economic benefit it explains. My business tries to help people save, grow and protect their money. So if you would like to learn more, or if you have specific questions, please let me know by filling out the form at the end of this video and sending me your request by email. To get more financial and "tax advantaged" information, visit us online at www.mcintoshfinancialgroup.com