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.

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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.

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1031 DST Exchanges Form

    An accredited investor, in the context of a natural person, includes anyone who: a) earned income that exceeded $200,00 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current year, OR b) has a net worth over $1 million, either alone or together with a spouse (excluding the value of the persons' primary residence).

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.

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1031 DST Exchanges Form

    An accredited investor, in the context of a natural person, includes anyone who: a) earned income that exceeded $200,00 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current year, OR b) has a net worth over $1 million, either alone or together with a spouse (excluding the value of the persons' primary residence).

Securities and advisory services offered through Triad Advisors, LLC, member FINRA/SIPC.  Triad Advisors, LLC is under separate ownership from any other named entity.

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