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a powerful tax Strategy
—you can't afford to miss
As someone passionate about combining financial strategies with charitable giving, I've seen the incredible potential of the OCLAT.
That’s why I’m personally inviting you to explore this opportunity. If you’re a good fit, I’ll follow up with you directly to answer your questions and get you on the right path.
— Rich Smith
Founder at Teaching Millionaires
What Is the OCLAT?
The Optimized Charitable Lead Annuity Trust (OCLAT) is a proven wealth strategy designed for high-net worth individuals looking to maximize tax benefits, support meaningful causes, and preserve wealth for future generations.
Here's an example of how it works:
- Transfer $1M of assets to an OCLAT by 12/31 to claim a $1M tax deduction (saving $300-500k on your April tax bill).
- Over the 30-year term, $3M in payments are made to charities of your choice.
- At the end of the term, $5M or more can be passed to your heirs—tax-free—or returned to you (assumes 8% rate of return).