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Certified Probate Real Estate Specialist |
Your Annuity Now & Save Tax We do not market Insurance Products
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PHONE: 1 (941) 363-1375 or 800-333-0801
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| ANNUITY TAXATION | LEGACY PLANS | OTHER ADVANTAGES |
We do not market Insurance Products
GO TO 1LessTax Annuity Taxation GO TO 1LessTax Annuity Other Advantages
GO TO 1LessTax.com HOME GO TO 1LessTax Advisor Preparation SERVICES
GO TO 1LessTax Land Trust NOMINEE & Why a Land Trust?
Exchange
Your
Annuity,
Variable
Annuity, IRA
& Most Assets
Now
FEC
Asset
Exchange
Plans
Save Tax
Maintain or Create Tax Deferral
ANNUITIES & RETIREMENT PLANS ARE HIGHLY TAXED FOR SPOUSE & BENEFICIARIES
ANNUITIES ARE ONE OF THE HIGHEST TAXED FINANCIAL INSTRUMENTS
ANNUITY GAINS ARE TAXED AS ORDINARY INCOME TAX AT HIGHEST TAX BRACKET
ANNUITANT DEATH RESULTS IN HIGHEST TAX DUE INCLUDING OTHER INCOME
PLUS STATE TAX PLUS OTHER TAX MAY BE APPLICABLE
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ASK FOR A QUOTE TO
EXCHANGE
YOUR ANNUITY, VARIABLE ANNUITY, OR RETIREMENT PLAN (IRA/401k)
SAVE TAX
EXCHANGE
MOST TANGIBLE OR INTANGIBLE ASSETS
MAINTAIN A TAX DEFERRAL INSURED FUNDS SELL ALL OR PART
FOR REAL ESTATE AVOID PROBATE COURT
Some States plus Federal Income Taxes Total 45%-50% Tax on Gain Plus Increase Other Income Tax
A STANDARD IRA or 401k IS ALL GAIN. IT MUST PASS TO BENEFICIARY WITHIN 5-10 YEARS
We do not market Insurance Products
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What we do Tax Deferral & Tax Elimination Strategies for Owners of Annuities, Antiques, Collectables, Land, Real Estate, IRAs-Retirement Plans, Businesses, Traded Stocks, REITs, Mutual Funds, ETFs, Crypto-currency, Commodities, Fungible or Non-Fungible Tokens, Metals, and Other Tangible-Intangible Assets
We assist as adviser to client and client tax adviser-CPA with asset transfer and titling by exchange and/or tax deduction assets as replacements plus advise entity & asset assignment to be most financially efficient for tax and estate goals. Provide unique strategies for asset sales and estate planning to potentially reduce or eliminate taxes. Assist to divest, merge or purchase assets for most advantageous ownership with financial and estate goal consideration for owner goals. The benefits can increase cash flow and bottom line. |
