Charitable Planning with Retirement Assets
Wealth Management
MARCH 13, 2023
Legacy IRAs and charitable remainder trusts are powerful tools to help defer or avoid certain taxes.
Charitable Planning Taxes Wealth Management 
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What High-Net-Worth Prospects (Really) Want From A Financial Advisor
Nerd's Eye View
JANUARY 22, 2024
In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.
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Charitable Giving: Enhancing Wealth with Purpose and Impact
Ballast Advisors
SEPTEMBER 5, 2024
Charitable giving is more than an act of kindness; it is a cornerstone of comprehensive wealth management. For individuals and families looking to make a lasting impact, integrating philanthropy into their financial planning offers both personal fulfillment and strategic benefits.
Blog #221: Testing Financial Tolerance™for Zero Estate Tax withLoan-Based Private Split-Dollar and Wealthy and Wise
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.”
Blog #220: Testing Financial Tolerance™for Zero Estate TaxUsing InsMark’s Premium Financing and Wealthy and Wise
Robert B. Ritter Jr.
APRIL 30, 2022
The post Blog #220: Testing Financial Tolerance™ for Zero Estate Tax Using InsMark’s Premium Financing and Wealthy and Wise first appeared on Bob Ritter's Blog, ideas for financial service professionals.
Blog #217: Tax Bombs That Never Exploded(More on Grantor Trusts)
Robert B. Ritter Jr.
JANUARY 31, 2022
estate planning has escaped the tax bombs Democrats wanted to drop. With Joe Biden’s Build Back Better (BBB) collapsed, it’s back to rational planning concepts, like the intentionally defective […]. It looks like U.S.
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