Farm Retirement Planning: 

• How is my income going to look like in retirement? Do I have enough to retire?
• How can I invest so I am matching the farm rental income that I was receiving?
• How do I preserve my wealth? Can I live off the interest?

Farm Tax Planning:

• How do I sell my farm tax efficiently?
• How do I transition my farm tax efficiently?
• Does my farm qualify for the capital gains exemption?
• How can I lower my annual tax bill?
• What strategies are other farmers using?

Farm Succession Planning

• How can I make it “fair” for my non-farming children? What does “fair” mean?
• How are other farmers transitioning their farms to the next generation?
• How can I keep everyone happy and my family together post transition?
• How do I make sure the farm is successful post transition so it can pay for my retirement?
• Should I transfer my farm today, or when I pass away? What is more tax-efficient?

Retirement Projections – Customized for Farmers

• We have customized our retirement planning software to include farm specific tax strategies and income streams. You will not find a more accurate farm retirement plan anywhere else.

Tax-Free Rollover Tracking Tool

• See exactly what date your farm must be transferred to the next generation before you lose the opportunity to do so tax-free.

Projected Tax Bill Comparisons

• See exactly what your tax bill will be before implementing any strategies. Compare with different scenarios to find the option that works best for your farm.

What Is “Fair” Calculator

• We use this calculator to show farmers exactly how much their farming child will receive and how much their non-farming children will receive. The results always surprise.

The Farm Transition Process

• We have found transition planning often gets stalled shortly after starting. By creating a road map, we help farmers see the finish line. Use our guide to stay on track.