Blog tagged as Capital Gains Tax

Annuities and trusts can be combined in some very strategic ways, but the “best” setup depends on your goals (e.g., tax deferral, probate avoidance, legacy planning, or asset protection). Here’s a structured overview..

A Structured Installment Sale helps you defer on capital gains tax when selling a business, real estate or other major asset. You can put up to $5M in EACH structured installment sale product, with multiple products available, helping you defer substantial capital gains taxes..