Tip of the Day!

Did you know you can lock in the remaining gains on your appreciated securities, and receive income based on their market value for the rest of your life?

In exchange for your gift of appreciated stock, you can receive:

• The security of lifetime annuity payments (one or two beneficiaries);
• High rates of return;
• An immediate income tax deduction;
• Capital gains tax savings on the stock you donate;
• Tax-advantaged income (part ordinary, part capital gains and part tax-free);
• A choice of immediate, deferred, or flexible payments; and
• The satisfaction of suporting IHM.

Read more..., email us, or contact us at 831-338-8717.