Million Dollar Round Table (MDRT)

JULY 21, 2022

This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning. Discuss more advanced estate planning, charitable planning and special family issues.

Charitable Planning 97

Charitable Planning Estate Planning Retirement Planning Tax Planning 97

Ballast Advisors

SEPTEMBER 5, 2024

Financial and Tax Benefits of Charitable Giving From a financial perspective, charitable giving offers significant tax benefits. Let us help you craft a giving plan that reflects your values and maximizes the impact of your generosity. does not provide investment, tax, legal, or retirement advice or recommendations.

Wealth Management 52

Wealth Management Taxes Charitable Planning Estate Planning 52

Robert B. Ritter Jr.

APRIL 30, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the Premium Financing System and Wealthy and Wise® ) This Blog describes combining our Premium Financing and Wealthy and Wise® Systems to produce a powerful wealth planning concept called “Zero Estate Tax,” Most clients prefer comparing their (..)

Financial Services 40

Financial Services Taxes Planning Clients 40

Robert B. Ritter Jr.

MAY 30, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using the Loan-Based Split-dollar System and Wealthy and Wise®) Blog #221 follows up on Blog #220, which described coupling Premium Financing with Wealthy and Wise® to produce a powerful wealth planning concept called “Zero Estate Tax.”

Taxes 40

Taxes Financial Services Planning Certified Financial Planner 40

Brown Advisory

JUNE 16, 2016

Market circumstances at any given time can often present timely opportunities for planning steps. In 2016, low interest rates and the prospect that rates may rise presents just such an opportunity. Planning Tool: GRAT. Review charitable gifts and assets to maximize deductions. Take Advantage of Current Conditions.

Planning 52

Planning Taxes Assets Clients 52

Brown Advisory

APRIL 1, 2020

These strategies may include the conversion of an IRA or qualified retirement plan to a Roth IRA , because the tax consequences of such a conversion are based on asset values at the time of conversion, and any future growth in value will avoid income taxation, both within the plan and at the time of distribution to the plan beneficiary.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

It is hard to feel confident about the market’s eventual recovery when we are in the midst of a sharp decline, but the market’s history is a continual cycle of ups and downs, and we believe that the current downturn presents some positive opportunities to take steps that are consistent with your overall plan, while minimizing tax consequences.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52