Few planning strategies have as many positive uses as a LIFETrust. Here are some:

  • Support the people you love and care about by providing them with lifetime income.
  • Use your wealth to support the poor and disadvantaged.  Do justice!
  • Shelter high current income (e.g., salary, bonus, sale of property or a business) from income taxes.
  • Repurpose highly appreciated assets tax-free to generate substantial lifetime income.
  • Create a legacy benefit that you can be proud of.
  • Shelter and stretch IRA and qualified plan required minimum distributions (RMDs)
  • Offset Roth conversion income taxes
  • Supplement or replace qualified charitable distributions
  • Reduce estate taxes
  • Shelter assets from creditors
  • Reduce taxes on litigation settlements or judgments
Let us show you how a LIFETrust pooled income fund can benefit you and those you care about!

The site provides educational information. It is not professional tax or legal advice.  Consult with your own professional advisor.