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Maintaining Your Legacy While Increasing After-Tax Returns via Charitable Giving Strategies
Released on Wednesday, December 14, 2022•TAXES
In this session, we will discuss charitable giving strategies to increase the after-tax returns of the affluent. We will illustrate strategies that exchange capital gain taxes for a lifetime income. And perhaps simultaneously, flip taxable retirement accounts into lifetime tax-free withdrawals. Finally, disclose the back door to federal estate tax exemption limits. If you prefer your wealth go to your own charitable causes rather than the government while also keeping more for yourself and your estate, this is a must-see presentation.
Buff Dormeier
Kingsview Partners,
Chief Technical Analyst
Buff Dormeier, CMT™ is the chief technical analyst of Kingsview Partners. He provides three important roles to Kingview's clientele that of financial advisor, analyst, and portfolio manager. Armed with proprietary indicators and investment programs, Mr. Dormeier dynamically advises financial advisors, RIAs, as well as affluent and institutional clientele on strategies to help meet their specific investment objectives in uncertain investment climates.
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