Learn about little-known tax deductions and lifetime income benefits that can dramatically improve your financial situation and quality of life in retirement. Have More — By Giving More — In Retirement is the culmination of 20 years of study of the one of the most powerful, yet most underutilized strategies in personal financial — planning giving. According to Giving USA, the percentage of Americans who use planned gifts (which can be thought of as a tax-advantaged gift of net worth that begins before and/or continues beyond one’s lifespan) in any capacity over the course of their life is less than 10%. Yet the benefits of arranging one’s assets to take advantage of the structures found in Internal Revenue Code 170 are almost too good to be true. This underutilization is likely due to a lack of awareness about these terrific financial and personal benefits. In addition, many myths around planned giving exist (it’s too complex, it takes too long for donors to follow through, it’s only for the super-rich, etc.). Yet the truth why more than 90% don’t participate in planned giving is simply this: they haven’t been asked to give by someone who cares about them. Author Greg Hutto’s goal is to shed light on the reasons why people give and to reveal the best financial strategies donors and their advisors can use as they reach their most likely time to give, which are the five years before and after retirement. Important retirement planning information is provided through his Stairway to Retirement and personal stories of tragedy and triumph from his 27 years of working with retail clients. Greg is the founder of Heritage Retirement Advisors in Colleyville, Texas. He enjoys teaching church leaders and parachurch organizations about how to implement planned giving programs for their congregation and donor bases. Feel free to reach out to him at [email protected] or 817-503-0100 with your comments or questions.
ASIN: B0CY7QLMHP
VSKU: PKV.B0CY7QLMHP.G
Condition: Good
Author/Artist:Hutto, Greg|White, Kevin|Holloway, Wes
Binding: Paperback
Note: Any images shown are stock photographs and product may differ from what is shown.
Condition Notes: A well-loved companion. Corners and cover might show a little wear, and you could find some notes or highlights. The dust jacket might be MIA, it might have been a library book and extras aren't guaranteed—but the story's all there!