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

Brown Advisory

APRIL 1, 2020

As we reposition portfolios, there is an opportunity to harvest losses in taxable portfolios that exceed the value of any realized gains for this tax year, and a meaningful market decline allows us to “bank” losses to be used in future years if and when markets recover. FINANCIAL PLANNING Home Refinance. Financial Plans.

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

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

Robert B. Ritter Jr.

JANUARY 31, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using InsMark’s Wealthy and Wise® Advanced System.) estate planning has escaped the tax bombs Democrats wanted to drop. It looks like U.S.

Taxes 40

Taxes Estate Planning Financial Services Planning 40

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