- Your home, or a piece of investment property, is your most significant asset.
- Choose a retained life estate if you want to stay in your home, are able to continue maintaining it; and are seeking a tax deduction rather than a stream of income from your gift.
- Choose a charitable bargain sale if you want to dispose of your home, need some of its value for your next purchase, but want to reduce your capital gains liability and secure a tax deduction through a gift.
- You can also use a charitable bargain sale to transfer commercial property or a non real-estate asset to RTS.
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