Exchange Securities at We The People, Inc. of the United Statess

We The People offers financial advisors and their clients the ability to exchange a variety of assets including securities and bonds.

When securities are exchanged, you receive fixed, tax favored payments for life or a term of years, a generous income tax deduction, the IRS forever forgives a large portion of the capital gain and other important benefits.

Exchanging Securities, here’s how it works:

• You transfer securities or bonds to WTP in exchange for a fixed, tax favored income for life or for a term of years.
• Fixed, tax favored payout can begin immediately or it can be deferred, the choice is yours, and the payout stream can be directed to children or heirs for life or a term of years.
• A large portion of capital gain is forever forgiven, saving money on taxes owed and because you chose WTP, you never pay “out-of-pocket” capital gains tax.
• You receive a generous tax deduction. This deduction can be applied to your tax return and is used to lower your adjusted gross income reported to the IRS for the first year and 5 years of carry-forward, if applicable.

We The People Inc. of the United States, in accordance with U.S. IRS Code and regulation provides simple plans that extend tax relief to individuals and families nationwide. WTP is a Massachusetts 501 (c) (3) organization. WTP does not provide tax, legal, investment or financial advice. Individuals should seek tax, investment, legal, and financial advice from an independent professional advisor.