eMoney Advisor

JANUARY 31, 2023

But my thinking changed when I realized that as a planning-led firm, we should be providing more to our clients than market updates—we were missing a big opportunity. Developing topics, engaging speakers, and creating presentation content are all time-consuming and require careful advanced planning.

Education 103

Education Financial Planning Clients Planning 103

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 77

Charitable Planning Estate Planning Retirement Planning Tax Planning 77

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

eMoney Advisor

NOVEMBER 29, 2022

Below I’ve answered common questions from financial advisors on coordinating a client’s RMD with a QCD to make the most of tax benefits, whether clients should first fund a donor-advised fund (DAF) before a QCD, as well as some general guidelines to follow. The QCD is generally more tax-advantaged if you are giving cash.

Charitable Planning 53

Charitable Planning Distribution Taxes Clients 53

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.

Financial Services 40

Financial Services Taxes Planning Clients 40

Brown Advisory

JUNE 16, 2016

Midyear Planning Tools for 2016. Yet despite a heavy dose of recent market volatility, the planning environment in 2016 is relatively stable. Yet despite a heavy dose of recent market volatility, the planning environment in 2016 is relatively stable. Thu, 06/16/2016 - 15:22. Presidential election. Economic growth in the U.S.

Planning 52

Planning Taxes Assets Clients 52

Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. Possible future increases in income and wealth transfer taxes, including the potential reversion of certain elements of the U.S. tax code that are not permanent.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52