An Endowment Engineer can help you use Social Secharity™ when….
- 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 Studies using Social Secharity™ (section 664 of the tax code):
- Jane and John, in their 40s, reduce their taxes and increase income using charity
- Mike, 50, uses closely held stock to reduce taxes and increase his retirement endowment using charity
- Jack and Diane, in their 70s, contribute a summer home to increase their income and pay less tax using charity
Route 664 Radio. Learn to plan, prosper and pass on - The Power of 664.
Endowment Engineers
Social secharity EDUCATION
Discovery 664 Academy is a SCHOOL to unlock financial growth, TEACHING usable information and PROVIDING mentorship. WE EDUCATE the public, advisors and NGOs about endowments BUILT using non-cash assets. This creates bigger endowment income for the donor and ultimately for the NGOs. We teach the Theory of Social Secharity, 664 equals endowment squared, the most powerful economic theory for a quantum change to occur. Economic individualism over political citizenry where we move from an indebted America to an Endowed America.
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 …
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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.
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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 …
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Les Winston talks to Chicago Planner Greg Kurinec
Discussion about diversifying your retirement plans.
Eric D. Brotman, CFP®, author of the Don’t Retire… Graduate! book and podcast
Les’ guest is Eric D. Brotman, CFP®, the CEO of BFG Financial Advisors, host of [...]
Unlocking Financial Success by Building Income, Legacy, and Resilience
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Chris Cyr, CPA
Discover how the 6-6-4 method revolutionizes family dynamics for a better world. Join us as [...]
Les Interviews a Guru of the Pooled Income Fund, Tune in at 11 ET this week for the Dan Rice Interview
Dan Rice, a guru of the Pooled Income Fund says they are back and being [...]
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
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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.
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