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Call Us Today! 859.746.2113 | info@retirementsecuritygroup.com

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Charitable Giving

Creating a charitable gift-giving plan may provide you with multiple tax breaks: an income tax deduction, the avoidance of capital gains on highly appreciated assets and the reduction or elimination of estate taxes on the charitable contribution upon your death.

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With changes in the tax environment, there may be compelling reasons to integrate philanthropy into your financial and estate planning.

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We can refer you to a qualified professional to help you decide if this is a good option for you.

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75 Cavalier Blvd
Suite 316
Florence, KY 41042

859.746.2113
 info@retirementsecuritygroup.com

 

FORM CRS

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