The Challenge of Highly Appreciated Assets

As a savvy investor you may have assets that have significantly appreciated over time. While this is a testament to your financial acumen, it also means you could be facing substantial capital gains tax if you were to sell these assets.

The following represents “some suggestions” that may be worthy of further discussion which may be able to save you large sums of money.

• Creation of a Charitable Remainder Trust
• Defined Benefit Plans
• Traditional IRA to a Roth IRA
• Cash Balance Pension Plan
• Deferring Capital Gains Tax

To this we offer a complimentary assessment and our professional opinion