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Scott Thomas, ChFC®, CAP®, CKA®, RICP®

Charlie Wants To Fund Kingdom Impact Today

Charlie recently retired and his financial advisor tells him he has funded his retirement needs and future healthcare costs and has excess funds.  He loves to ride his motorcycle with friends and share his love for Jesus. One of his investments is a stock given to him by his dad years ago and it pays a dividend of 1%.  To sell it would create some tax problems for gains and increasing taxes on other items like Social Security, Medicare and bump his tax bracket up.

One solution Charlie had not considered was “Personal Charitable Pension” funded by some of the stock. First, it provided 500% increase in income for rest of his life. Second, provides a partial tax deduction upfront while stretching out the taxes over his lifetime as well.  Best part for Charlie was this created a charitable bucket of money to fund his two favorite things: fund an event of music and fun for his regional motorcycle club a 501c3 charity which shares the gospel through events and rides. Charlie can choose to remain anonymous in the gift or be a sponsor in lights.

If you can relate to Charlie and would like to see a fast and free look at what could be provided for you personally then utilize this fast and free impact calculator from Stewardship.  You will be sent a pin# to open it.  Next click on “Calculator” and hit Tap Here for Estimate.  Input name, single or joint income desired. Input age(s) and money impact desired and click “Check Mark upper right and results sent to you.

Results page shows you impact today you put in, next the amount to fund from appreciated assets or cash, next the annual rate and lastly the lifetime tax advantaged income result.  If this leaves you wanting to learn more or have any questions then click “contact” tab to reach out for more customized and complete illustration or simply call today to discuss.





Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck