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