Episodes
Sunday Jan 17, 2021
Sunday Jan 17, 2021
Nowotny On Death and Taxes episode #33 (Nowotny Knows Squat!) discusses how a customized pooled income fund (PIF) can be used as a creative method to assist a client in minimizing capital gains taxation on the sale of an appreciated asset while maintaining a lifetime income. The strategy allows the financial advisor to manage the assets within the PIF.
Version: 20240731
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.