Roadmap Financial

Give Until It Hurts May No Longer Apply.

Trusts and direct gifts are only one way of helping your favorite charities. Many other alternatives are available. Some allow you to maintain control of your asset and still avoid future tax problems that might have occurred without the charitable planning.

Charitable planning and analysis can be a very rewarding process for you and your favorite charity. Identifying potential current or future significant tax problems can help you, your heirs and your charities.

If you have significant qualified or non-qualified type assets like IRAs, SEPs, 401Ks or annuities, as well as capital gains in stocks or business interests you may be creating significant future tax problems for you and your heirs.

Discovering these problems today gives you the time to plan properly and perhaps avoid them entirely and significantly enhance the future for yourself, your heirs or your favorite charity.

 

Schedule a no cost, no obligation consultation to learn more about the use of trusts and direct gifts, as well as, a variety of other methods that do not require you to release control of an asset to help your charities.

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This web site may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult a competent attorney, tax advisor, or accountant.

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through Trust Company of America, TD Ameritrade, Jefferson National Life Insurance Company.

Your investment advisor may recommend third-party money managers who utilize investment strategies designed to minimize portfolio volatility and reduce the risk of declines in account values. Like any other investment strategy, this approach entails risks, including the risk that client accounts can still lose value and the risk that a defensive position may, at any given point in time, prevent client accounts from appreciating in value.

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