Supplemental Services
RETIREMENT INCOME STRATEGY
Retirement Income Strategy is an investment strategy with the objective of providing inflation-adjusted income for life. The strategy allocates assets in a manner placing a heavy emphasis on guaranteed* streams of income that continue over long periods of time. This is extremely important because Americans are increasingly being forced to rely upon their own retirement savings to create the retirement income they will need. With longevity increasing and interest rates low, creating durable streams of retirement income can be challenging. Retirement Income Strategy provides a sound foundation for creating that income.
*When fixed or variable annuities are used to provide guaranteed income, all guarantees are backed by the claims-paying ability of the issuing insurance company. Retirement Income Strategy may consist of investment products that are subject to the potential loss of principal.
Selling a business?
Or your farm?
Preserve your assets by deferring taxes through optimized 1031 DST Exchanges and Charitable Giving options.
1031 DST Exchanges
1031 Exchanges are a tax strategy and have been a part of tax code since 1921. They are one of the last significant tax advantages for farm and business owners. At Ascent Financial we can help you calculate the tax savings using a 1031 Exchange to sell your real property.
Charity
Charitable contributions can play an important role in your overall portfolio and tax management plan. While 1031 DST options provide a unique opportunity, so do charitable contributions.