Скачать или смотреть One of the MOST powerful investment tools ever!

Your non-qualified investment account might be more powerful than you think.

In this POV, Donnie Laurence Jr., CFP®, CRC®, CKA® explains how current law allows these accounts to receive a step-up in cost basis at death—potentially passing appreciated assets to heirs tax-free. 📈

Unlike traditional retirement accounts, which often must be liquidated within 10 years, non-qualified accounts offer:
✅ Greater flexibility
✅ Long-term tax advantages
✅ A smarter legacy strategy

📽️ Watch Donnie’s take on why this underused tool deserves more attention in your financial plan.

☎️🗓️ CALL (726) 220-5022 to learn more.

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