How Your Appreciated Assets Can Pay Off At Retirement

Independent LivingThe tax code provides incentives for Americans to save today in order to meet the financial needs of the future. Each of these plans (like the IRA and 401(k)) deliver tax benefits in return for a decision that, in effect, defers access to income.


The charitable planning strategy known as the deferred gift annuity has four benefits you won’t find in other retirement plans.

  1. A charitable income tax deduction
  2. Partial bypass of capital gains tax on appreciated stock
  3. Partly tax-free income
  4. A gift to charity

To read more, download our Plan for the Future.

To learn more about charitable gift annuities, please give us a call at (732) 922-9800 or e-mail