Do you have Capital Gains tax exposure?
Are you ready to defer taxes due on your initial gains and earn investment returns along the way (and get a step-up in basis for capital gains reinvested in the fund where long term investors can exclude up to 15% of the original gain from taxation)? Plus, once your invested for ten years, you avoid paying tax on capital gains earned on your investment – for life!
Get more information on how to get started with this fantastic tax-deferral strategy and what the top-notch funds are by filling out the form below. You are under no obligation and your information is kept strictly confidential: