Skip to main content

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:

    Name:

    Phone:

    Email:

    Investment Strategy:
    Approximate Net Worth:

    Approximate Capital Gains to Defer:

    Any questions or comments:

    Are you an accredited investor: