TEX-X'sRetirement Services LTD

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Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Planners

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Today: 9:00 am - 5:00 pm

(210) 496-5500Call Visit WebsiteVisit Website Map & DirectionsDirections1202 W Bitters RdSan Antonio, TX 78216 Write a ReviewWrite Review

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Mon - Fri:	9:00 am - 5:00 pm

Places Near San Antonio with Financial Planning Consultants

Leon Springs (15 miles)

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Extra Phones: Phone: (210) 404-0010
Neighborhoods: Far North Central, Bitters, Hidden Forest
AKA: Tex X'S Retirement Services Ltd
Other Link: http://texxrs.com
Categories: Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Planners, Mortgages, Rest Homes, Taxes-Consultants & Representatives

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Phone: (210) 496-5500

Address: 1202 W Bitters Rd, San Antonio, TX 78216

Website: http://texxrs.com

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TEX-X'sRetirement Services LTD

Tax Planning
Tax planning and orderly distribution of assets should be part of the gifting process. This usually requires specific legal documents in order to achieve the desired outcomes. For those contemplating gifting to qualify for pension, a qualified consultant should always be retained.
Charitable Giving
Gifting of assets many cause tax problems for unwary benefactors. This might include loss of the step-up in value for real estate or conversion of capital gains to ordinary income. Also, outright transfers to members of the family may not be a good idea in certain situations. Charitable gifting should also be considered as a way to create income tax credits and reduce costly capital gains taxes on appreciated real estate.
Income Tax
Capital Gains Taxes

Annuities
Long Term Care
Most people who have heard about Pension know that it will cover the costs of assisted living and, in some cases, cover nursing home costs as well. But the majority of those receiving long term care in this country are in their homes. Estimates are that approximately 70% to 80% of all long term care is being provided in the home. All of the information available about Pension overlooks the fact that this benefit should be used to pay for home care. Maybe if more people knew this fact, more people would be applying for the benefit.
Reverse Mortgages
John and Mary have a combined income of $2,400 a month which consists of Social Security for both, a small Pension and interest income. They have $66,000 in retirement savings and own a house and a car. They also have $120,000 available to them as a reverse mortgage equity line of credit if they choose to exercise this option. They are not required to pay anything other than the closing costs for this line of credit as long as one or both of them is alive and living in the home. In other words, there are no monthly loan payments. The potential line of credit will grow by earning 6% interest as well.

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