Roth IRA Conversion - Locked Assets

FEC LegacyChangePlans

by Insured Grace Contract

Simplified Estate Asset Plans

LegacyChange.com Home

Save Tax

Insured-Economical-Efficient
Flexible Asset Transfer
Through a Non-Profit Asset
Transfer Organization

Special Beneficiaries Income Plan
Simplified Estate Asset Plans * Tax Deductible * Guaranteed Income
Save Tax
Return to LegacyChange Home Page

&

Selling Assets To Settle Divorce Action?

LegacyChange Plans can take the sting out of Ordinary Income Tax

(Annuity & Retirement Plans)

LegacyChange Plans can take the sting out of Gain & Recapture Tax

(Stocks, Mutual Funds, Businesses)

Offset the tax consequences

Provide structured inheritance for client property division, heirs, beneficiaries

Guaranteed income stream Insured

Support client's favorite charity

Appropriate planning can make the difference when taxes are an issue. Talk to an LCP representative about how our programs can benefit your clients

We inform and can assist for efficient economical transfer of asset ownership.

&

No Options For Senior Clients?

For Retiring Clients who:

Feel locked into an asset because of capital gain taxes or surrender charges?

Are concerned about passing taxable annuity gains on to their heirs?

Need to offset the tax consequences of accessing qualified funds or Retirement Plan Distributions or Required Minimum Distributions?

Would prefer a tax-favored guaranteed & insured income stream?

Wish to set up a structured inheritance for children or other heirs?

Feel paying too much in taxes? Save tax.

&

Are You Feeling the Pain of a Roth Conversion

or Divesting Retirement Plan?

LegacyChange Plans can take the sting out of a Retirement Plan Conversion

Offset the tax consequences of Roth Conversion or plan distributions.

Death Tax Deduction.

Guaranteed income stream. Insured.

Provide structured inheritance for heirs.

Support client's favorite charity.

Appropriate planning can make the difference when taxes are an issue. Talk to an LCP representative about how our programs can benefit your clients.

By the end of 2019, over $15 trillion worth of inheritance will pass through the probate courts in America. The #1 asset sold first is the real estate.

We inform and can assist for efficient economical transfer of asset ownership.

&

Asset Transfer - Non-Tax Burden - Insured Giving Legacy - Keep Estate Planning Private

&

Confidentiality Agreement (pdf)

&

LegacyPlan Transaction Worksheet for Illustration (pdf)
&