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

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

Exchange Securities at We The People, Inc. of the United States
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 fixed, tax-favored payments 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 the 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 taxable income reported to the IRS for the first year and 5 years of carry-forward, if applicable.

Download Our Securities Exchange Brochure (.PDF).

Requires Adobe Acrobat Reader
Exchange Annuities, Indexed, Variable or Fixed, for a We The People Tax Deductible Gift Annuity
Exchange Annuities, Indexed, Variable or Fixed, for a We The People Tax Deductible Gift Annuity

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