Tip of the Day
Did you know you can lock in the remaining gains on your
appreciated securities, and receive income based on their market value
for the rest of your life?
In exchange for your gift of appreciated stock, you can
- The security of lifetime annuity payments
(one or two beneficiaries);
- High rates of return;
- An immediate income tax deduction;
- Capital gains tax savings on the stock
- Tax-advantaged income (part ordinary, part
capital gains and part tax-free);
- A choice of immediate, deferred, or flexible
- The satisfaction of supporting Berkeley.
Read more... , email us,
or contact us at 800-200-0575.