An Endowment Engineer can help you use Social Secharity™ if….
- You own highly appreciated assets yielding low income and the sale of which will create a tax.
- You need to reduce your income tax for the current year.
- You need to create more income for your retirement endowment.
- You need to pass your estate with less tax.
- You need to diversify because you are highly concentrated in a closely held business.
Case examples using Social Secharity™ (section 664 of the tax code):
- Jane and John, a married couple in their 40s, reduce their taxes and increase income using charity (Case Study 1)
- Mike, 50, uses closely held corporate stock to reduce taxes and increase his future retirement endowment using charity (Case Study 2)
- Jack and Diane, both age 70, contribute a summer home to increase their income and pay less tax using charity (Case Study 3)
Check our case study tab for these and new case studies.
Tune In, Transform Your Tomorrow: Click to Listen Live!
Endowment Engineers
Social secharity EDUCATION
Embark on a comprehensive learning journey with our 664 Education service. We offer a deep dive into the nuances of Tax Code 664, presenting complex concepts in an accessible manner. Our curriculum is designed to empower you with knowledge, from basic principles to advanced strategies, ensuring you’re well-equipped to make informed financial decisions. Ideal for individuals, financial advisors, and anyone keen to understand the transformative potential of this tax strategy.
RESOURCES
Explore our rich repository of Resources, curated to support your financial education and planning. This extensive collection includes user-friendly guides, detailed case studies, interactive tools, and the latest research on Tax Code 664 and related financial topics. Whether you’re a beginner or an experienced planner, our resources are tailored to provide valuable insights and practical tips to enhance your financial journey.
Who’s a match for Endow America?
Millenials
Millennials, step into a future where your financial growth is secured. Dive into the world of Tax Code 664, tailored to empower your generation with innovative retirement solutions. We understand the unique challenges you face in an uncertain economic landscape. Let us guide you through strategies that ensure your wealth flourishes, readying you …
MORE INFORMATION
Retirement
Retirement planning reimagined – that’s our promise to you. With Tax Code 664, we offer a path to a retirement filled with peace and financial stability. Whether you’re just starting to plan or adjusting your existing strategy, our approach is designed to maximize your savings and optimize your future benefits. Secure your golden years with confidence and ease.
MORE INFORMATION
Smart Future
Envision a Smart Future where financial wisdom and foresight set the foundation for your life’s goals. Tax Code 664 isn’t just about planning for the distant future; it’s about creating a smart, sustainable financial pathway for every stage of your life. Our approach integrates cutting-edge financial strategies with your long-term vision, ensuring a future that’s as bright …
MORE INFORMATIONOur Blog
Unlocking Financial Success Building Income, Legacy, and Resilience
Unlocking Financial Success Building Income, Legacy, and Resilience (youtube.com)
Case Study 1 – Jane and John (married couple in their 40s) Plan to Reduce Taxes and Increase Income Using Charity
Case Study for Jane Doe Age 40, married, two children 7 and 9, personal injury [...]
Case Study 2 – Mike, 50, uses closely held corporate stock to reduce taxes and increase his future retirement endowment using charity
Mike owns 100% of the stock in a closely held corporation worth $4 million. Over [...]
Case Study 3 – Jack and Diane, both aged 70, contribute a summer home to increase their income and pay less tax using charity
Jack and Diane received a brochure from their favorite charity offering them a Charitable Gift [...]
SOCIAL SECHARITY vs. SOCIAL SECURITY
WHY DOES SECTION 664 AND SOCIAL SECHARITY SOUND LIKE SOCIAL SECURITY? We want people to [...]
Charitable Giving Meets Wealth Planning: The Altruistic Edge of 664
This blog post explores the harmonious intersection of charitable giving and personal wealth management through [...]
Discover our E-book
Ebook by Wanda Myles
Don’t wait any longer to join the movement that is reshaping the retirement landscape for Generation Alpha and future generations.
Dive into the world of philanthropic financial planning with our eBook, “Social SeCharity.” Available on Amazon, A blueprint for generational prosperity, offering insights and strategies for securing a brighter future for all.
Perfect for anyone looking to enhance their financial literacy and make a meaningful impact. Buy now and be a part of creating a more socially conscious and financially secure society.
Buy on AmazonEmpower Futures, Enrich Lives – Your Gift Ignites Change
Join Our Advisor Network
Are you a financial advisor passionate about guiding clients through innovative wealth-building strategies? We invite you to become a part of our exclusive network of Tax Code 664 specialists. Our platform offers a unique opportunity to expand your expertise, connect with a diverse client base, and make a significant impact in the world of financial planning and philanthropy.
Let’s collaborate to create a community of knowledge, expertise, and success.
JOIN THE NETWORKGet in touch
CONTACT US11975 W Dixie Hwy
Miami, FL 33161 United States
[email protected]
(855) 266-4664
Resources
Services
Our Blog
Contact