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

Do You Want to be More Generous?

Would you like to be more generous? I mean really more generous! Like finding dollars you didn't know even existed! Well, if you're between ages 60 and 80, chances are very small number actually have a pension.  Or you have a pension but it's a small pension.  There's something called a charitable reinsurance gift annuity.  This is powerful!  It has certainty of payments for the rest of your life and has a tax advantage.  

You can take an asset that you normally would pay a tax on – you don't pay the tax on it – and you get a partial tax deduction.  You get a beautiful, strong income and you can also make an impact today!  That's powerful.  If you don't need the money today you could defer it for a little bit – you could even get a bigger income. One of my other strategies called "bunching" has help uncover tens of thousands of dollars lost and now can be re deployed to your favoriate charites or family.

I'd love to share more with you about this, and share a tool called the Impact Now app at Stewardship Matters. 

Reach out to me at Scott@StewardshipMatters.net

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