FINRA Broker Check

 

Securities offered through ProEquities, Inc., a Registered Broker/Dealer, and member of FINRA and SIPC. Private Client Services is Independent of ProEquities, Inc.

 

Please be advised that presently Richard Stauffer holds licenses Series 24, Series 7 and Series 63 registrations in Tennessee, New York, New Jersey, Florida and California. For residents of other states in which registration is not held proper registration must be obtained by Richard Stauffer before proceeding further, and any requests for information or service may be delayed. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.  Securities offered through  ProEquities, Inc. will fluctuate in value and are subject to investment risks, including possible loss of principal.

© 2018 by Richard Stauffer, Private Client Services, LLC

GIFT ANNUITY

DEPENDABLE - PREDICTABLE - RELIABLE
 

Memorials

    Religious & Educational Institutions

    Memorials    

    Special Gifts

    Medical Research

    Social Programs

    Scholarships

    Special Needs

    Commemorations

    Special Projects

 

Simple Requirements

 

    NoTrust Needed

    No Foundations Needed

    No Management Fee

    Age Limit - 85

    Minimum gift of $10K

 

Donor receives monthly payments  for five years.

 

Fixed Interest Rates - 5 Year Guarantee

Principal and Interest Rates Guaranteed by regulated financial institutions.

 

Federal Annual Gift Tax Exclusion

 

Under the lifetime gift tax exemption a donor can give gifts of cash up to a specified amount without paying any federal gift tax:

    $5.45 Million per individual

    $10.9 Million per couple

 

The Annual Gift Tax Exclusion

    $14K per individual

    $28K per couple