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

Gerald Nowotny - Law Office of Gerald R. Nowotny

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.

LOADING PDF: If there are any problems, click here to download the file.

Written by:

Gerald Nowotny - Law Office of Gerald R. Nowotny

Gerald Nowotny - Law Office of Gerald R. Nowotny on:

Reporters on Deadline

"My best business intelligence, in one easy email…"

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra:
*By using the service, you signify your acceptance of JD Supra's Privacy Policy.
Custom Email Digest
- hide
- hide

This website uses cookies to improve user experience, track anonymous site usage, store authorization tokens and permit sharing on social media networks. By continuing to browse this website you accept the use of cookies. Click here to read more about how we use cookies.