- Retirement Round Table 1: Protecting Investments from an Increase in Income Tax Rates
The current economy and size of the federal deficit are likely indicators that income tax rates are bound to rise, if not in the short term then in the years to come. In this round-table discussion, you'll gain a historical perspective on income tax rates and learn practical ways you can help your clients hedge against a future increase in them.
- Retirement Round Table 2: Transitioning from Accumulation to Distribution
Learn strategies for managing inflation risk and longevity risk in portfolios to prepare boomers as they transition from accumulation of retirement assets to their distribution. Includes a discussion on taking advantage of net unrealized appreciation for clients who hold employer stock in their retirement plans.
- Retirement Round Table 3: Estate Taxes
This discussion uncovers strategies for clients to pass more of their estate to their heirs: gifts and annual exclusions, irrevocable trusts, life insurance trusts, and more.
400 1st Street South, Suite 300
St. Cloud, MN 56301