Maximize wealth transfer by leveraging increased gift tax exclusions for intergenerational wealth preservation.
Use Roth IRA ( Individual Retirement Account) for tax-free retirement earnings and shift unused 529 funds to children's savings.
CALL ME ANYTIME
(619) 269-5030
VISIT ME
5796 Armada Drive, Suite 250
Carlsbad, California 92008
EMAIL ME ANYTIME
Steve@SteveBeaupre.com
© 2024 Steve Beaupre. All Rights Reserved.
CA DRE# 02036542
Compass is a real estate broker licensed by the State of California and abides by Equal Housing Opportunity laws. License Number [01527365]. All material presented herein is intended for informational purposes only. Information is compiled from sources deemed reliable but is subject to errors, omissions, changes in price, condition, sale or withdrawal without notice. No statement is made as to accuracy of any description. All measurements and square footages are approximate. This is not intended to solicit property already listed. Nothing herein shall be construed as legal, accounting or other professional advice outside the realm of real estate brokerage.
Compare listings
Compare
