Tax deferral | Voters

Tax deferral

complete

Jim Conaway

Software does not currently support moving money to a tax deferral technique Such as an annuity or a CRT

July 29, 2024

Amanda Argue

Jim Conaway - You can create both tax strategies with our new Custom Strategies feature.

This post was marked as

complete

Andrew Argue, CPA

Jim Conaway We are releasing the ability to do Custom Strategies shortly where you can add these.
I also created these two new strategies for users to vote up:
https://instead.canny.io/feature-requests/p/charitable-remainder-trusts
https://instead.canny.io/feature-requests/p/annuities