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Synopsis:
As people in the baby-boom generation look toward retirement, they face some of the toughest economic conditions in decades. Traditional approaches to retirement income planning may not be enough to secure your future or your clients’ futures.
One measure that is consistently overlooked by financial advisors and individual investors alike is the use of the Pooled Income Fund (PIF). PIFs provide investors with a way to turn their appreciated investments into retirement income that outpaces the increasing cost of living while also providing tax efficiencies.
This book will show you how Pooled Income Funds work, and how they can help you:
• Create value from dormant assets such as appreciated stock and real estate,
• Guarantee lifetime income for the donor and beneficiaries,
• Retain assets that might otherwise be liquidated due to tax and estate-planning decisions, and
• Build a charitable legacy.
With this single alternative, all of these goals can be met in full transparency. Using traditional investments and tax saving procedures that are easily understood by most investors, PIFs will add value to your portfolios even during difficult economic times.
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Table of Contents:
About the Author IX
Introduction XI
Chapter 1: PIF Basics 1
Chapter 2:
How to Jumpstart Your Clients' Retirement Income with PIFs 5
Chapter 3: Educate Your Clients 9
Chapter 4: How PIFs Work 15
Chapter 5: Not All Pooled Income Funds are Alike 19
Chapter 6: The Role of the Nonprofit 25
Chapter 7: Client Advisor Benefits 27
Summary: The Golden Age of Philanthropy 31
Appendix A: Advisor Quick Start Guide 37
Appendix B: Pooled Income Fund Qualification 41
Appendix C: Tax Implications for Donors and Beneficiaries 51
Continuing Education Questions Suitable for CFP Board 63
Disclaimer 71
Glossary 73
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