NOWOTNY KNOWS SQUAT! Helping Advisors Build a Clientele and Assets Under Management (AUM)!

Gerald Nowotny
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This is the first installment of a series in the new year to help financial advisors to build and retain a clientele and increase assets under management with cutting-edge ideas. Each article is designed to bring a creative planning idea that helps the financial advisor to demonstrate value while implementing solutions with financial products. This first article discusses how a customized pooled income fund (PIF) can be used as a creative method to assist a client in minimizing capital gains taxation on the sale of an appreciated asset while maintaining a lifetime income. The strategy allows the financial advisor to manage the assets within the PIF. Similar to a charitable remainder trust, the financial advisor may use life insurance as an asset to replace wealth passing from the PIF to the taxpayer’s donor advised fund.

Please see full Publication below for more information.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

© Gerald Nowotny, Law Office of Gerald R. Nowotny | Attorney Advertising

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