Charitable Planning Retirement Retirement Planning 
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.
MainStreet Financial Planning
DECEMBER 19, 2022
Having a simple plan and willingness to use alternatives to cash donations can help you lower your tax liability. Check out these charitable giving tax strategies to create your win-win charitable plan that you can implement throughout the year! Bunch donations. Open a donor-advised fund.
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Brown Advisory
JUNE 16, 2016
It also takes time to develop philanthropic plans, which may include donor-advised funds under a community foundation as well as various charitable trusts. Review charitable gifts and assets to maximize deductions. Maximize retirement plan contributions. Ensure optimal timing of state tax payments. Transfer Tax.
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.”
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 (..)
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.
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.
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