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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:




    Investment Strategy:
    Approximate Net Worth:

    Approximate Capital Gains to Defer:

    Any questions or comments:

    Are you an accredited investor: