Links of Interest
Charitable
Remainder Trust .com Learn how to potentially avoid capital
gains on highly appreciated assets, recieve a tax deduction,
lifetime income and benefit charity with this popular estate
planning vehicle, the Charitable Remainder Trust.
Donor Avised Funds
.com The simple solution to donating money to charity.
Learn how Donor Advised Funds can make the process much easier
than using a Private Foundation.
Pooled Income
Funds .com A simplified Version of a Charitable Remainder
Trust. Offers a comprehensive overview of Donor Advised Funds
and how you can avoid capital gains, recieve lifetime income
and benefit your favorite charities.
Retirement
Plan Rollover .com Looking for a complete overview of
the retirement plan rollover process, visit this site for
the information you need to plan for your roolver and request
their free retirement plan rollover guide.
Private Foundation
.com A complete turn key way to set up a private foundation.
See how you can create an ongoing legacy in your name and
help benefit others at the same time.
To contact us:
Tactical Wealth Advisors, LLP
8226 Village Harbor Drive
Cornelius, NC 28031
Phone: 800-944-7730
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