Quickly download our book!Navigating Retirement is your guide to making good decision on asset allocation to maximize tax savings. Overview:
IF YOU FAIL TO PLAN, YOU PLAN TO FAIL
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What does your financial "course" look like?We know it can be new endeavor, overwhelming, sometimes unsteady and even downright stormy...
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So where to begin? What's the right direction for me and my family? SBS has all the resources in one place, with expert navigation at the wheel. |
Home Sale Exemption
This allows certain taxpayers to excluded up $250k per individual on sale of primary and secondary residences. Roth IRA Conversion This leads to lower taxes in retirement on both the principal and earnings of savings growth. Section 179 Deduction Allows immediate or accelerated deduction of assets put into use for business purposes Family Limited Partnership (FLP) Allows family and business to receive reduced valuation of assets that help preserve business for the next generation. Living Trust Provides wealth preservation, tax savings, and direction for the next generation Charitable Remainder Trust Makes it possible for families to plan the future of their property and reduce estate taxes at the same time. |
Educational Trusts
Allow for higher gifting while limiting taxes in the next generation. ILET Trust Provides protection and management of wealth while shielding from invest taxes. Charitable Strategies Charitable remainder trusts, stock donations and conservation easements. Gifting Strategies For the future transfer of assets while reducing current taxes. Asset Protection General asset protection for maximum security of wealth. Investment Products Through remote CFO, affiliate asset management and specific funds, we can achieve your investment goals |