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 75

Charitable Planning Estate Planning Retirement Planning Tax Planning 75

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.

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

Brown Advisory

APRIL 1, 2020

Under the CARES Act, there is no requirement for retirement plan beneficiaries to take required 2020 payments from retirement plans, and waiving those withdrawals may facilitate tax-free growth of assets and the accumulation of wealth for future generations. GIFT AND ESTATE TAX PLANNING Outright Gifting.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

Under the CARES Act, there is no requirement for retirement plan beneficiaries to take required 2020 payments from retirement plans, and waiving those withdrawals may facilitate tax-free growth of assets and the accumulation of wealth for future generations. GIFT AND ESTATE TAX PLANNING. CHARITABLE PLANNING.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

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.

Taxes 40

Taxes Estate Planning Financial Services Planning 40