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Charitable Remainder Trust .com Learn how to potentially avoid capital gains on highly appreciated assets, recieve a tax deduction, lifetime income and benefit charity with this popular estate planning vehicle, the Charitable Remainder Trust.

Donor Avised Funds .com The simple solution to donating money to charity. Learn how Donor Advised Funds can make the process much easier than using a Private Foundation.

Pooled Income Funds .com A simplified Version of a Charitable Remainder Trust. Offers a comprehensive overview of Donor Advised Funds and how you can avoid capital gains, recieve lifetime income and benefit your favorite charities.

Retirement Plan Rollover .com Looking for a complete overview of the retirement plan rollover process, visit this site for the information you need to plan for your roolver and request their free retirement plan rollover guide.

Private Foundation .com A complete turn key way to set up a private foundation. See how you can create an ongoing legacy in your name and help benefit others at the same time.




To contact us:
Tactical Wealth Advisors, LLP
8226 Village Harbor Drive
Cornelius, NC 28031
Phone: 800-944-7730


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