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Last update: 2009-07-21

SG #12 – How To Finance A Church Addition While Saving Taxes

2009-07-21 :: Robert D. Cavanaugh, CLU

The poor economy makes some planned giving techniques better. The lead trust is one. …

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SG #11 – How To Sell Your Life Insurance Policy For More Than The Cash Value

2009-05-14 :: Robert D. Cavanaugh, CLU

If you are age 65 or older, there are companies that will pay you more than the cash value for your policy. Even term insurance, which has no cash value, is a candidate for purchase. …

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SG #10 – How To Give It Away And Keep It

2009-04-30 :: Robert D. Cavanaugh, CLU

If you want any hope at attracting major gifts, you must be able to show the donor how to “give it away and still keep it”, that is, without disinheriting their children. …

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SG #9 – How To Build More Retirement Income

2009-04-16 :: Robert D. Cavanaugh, CLU

For those who have maxed out their traditional retirement plan contributions, here’s a creative way to build more retirement income and help your church. …

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SG #8 – How To Increase Income And Avoid A Capital Gain Tax

2009-04-09 :: Robert D. Cavanaugh, CLU

If you have a highly appreciated asset that produces little or no income, but are hesitant to sell because of the high capital gain tax, here’s a solution… …

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SG #7 – How To Convert Land Into Retirement Income – Tax-Free

2009-04-02 :: Robert D. Cavanaugh, CLU

Here’s how to sell real estate without a capital gains tax, boost retirement income and help your church. …

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SG #6 – How Seniors Can Increase Retirement Income In An Unstable Economy

2009-03-01 :: Robert D. Cavanaugh, CLU

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SG #5 – How To Increase Retirement Income

2009-03-01 :: Robert D. Cavanaugh, CLU

Many people would like to set more aside in their qualified retirement plans but find they are already contributing the maximum the law allows. Here’s a solution… …

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SG #4 – How To Avoid A Capital Gain

2009-03-01 :: Robert D. Cavanaugh, CLU

This video illustrates one technique to sell a highly-appreciated asset with no capital gain tax, create an income, get a tax deduction, finance a long term care policy, help your church and do more fishing! …

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SG #3 – How To Leave 100% Of Your IRA To Your Children Tax Free

2009-03-01 :: Robert D. Cavanaugh, CLU

An IRA is one of the worst assets to leave to your children. Depending on the size of your estate, as much as 65% can go to taxes with improper planning. This video illustrates one solution to leave your IRA to your kids with no taxation and provides a benefit for your church’s captital campaign or endowment [...]…

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SG #2 – How To Make A Tax Free Transfer From Your IRA

2009-03-01 :: Robert D. Cavanaugh, CLU

If you are age 70 1/2 or older and have an IRA, you may be able to lower your taxes and help your church. …

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SG #1 – How To Sell Your Home Without A Capital Gain Tax

2009-02-26 :: Robert D. Cavanaugh, CLU

Many people reach a point in their lives where their home is too big for their current needs and too expensive to maintain. If the decision is to sell and buy something smaller, often there is a large capital gain tax to pay. This video outlines one planning technique that allows the sale of a home without [...]…

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SG #12 – How Your Church Can Raise 6 Figures In 90 Days

0000-00-00 :: Robert D. Cavanaugh, CLU

Here’s a simple idea to raise funds quickly for a special need. …

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The Smart Giver Video Podcast

Estate and Financial Planning Video Tips to Increase Income, Reduce Taxes While Helping Your Church

The Smart Giver Video Podcast


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