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Retirement & Estate Planning
The content in this section is designed to provide critical knowledge to professionals serving clients that need assistance in creating retirement nest eggs that will generate income for life. This section also contains information useful to professionals with clients that need assistance in successfully passing along their financial assets to the next generation.
Increasing the Value of Depreciated Assets
Depreciated assets and the use of tax and time horizon strategies to help increase the value of a client's estate plan are discussed by John S. Budihas, CLU®, ChFC®, CFP®, an Advanced Sales Consultant with the Individual Life Division of the Hartford Life Insurance Company, a subsidiary of the Hartford Financial Services Group, Inc., and Richard R. Scottoline, FSS, Director of Online Learning, The American College. Click here to view "How to Leverage Depreciated Assets Into A Multimillion Dollar Legacy," which originally appeared in the December 2009 edition of Broker World.
Recent Retirement & Estate Planning Videos
Attorney Bruce Abernethy, Jr., Denny Axman, CLU®, ChFC®, CFP® and Sam G. Torolopoulos, CPA, talk about business transfer motives, channels and methods.
A detailed case study examining business succession and estate planning issues is provided by attorney Bruce R. Abernethy, Jr. and Denny Axman, CLU®, ChFC®, CFP®.
Bob Westbrook explains the importance of understanding both the financial and non-financial concerns when planning for families with special needs.
Conway Halsall of Ameriprise dissects the upcoming rule changes for Roth IRA conversions in 2010.
Robert J. Westbrook of Westbrook Financial Services, Inc. talks about the challenges of creating an estate plan for special needs children.
Conway Halsall, CLU®, CFP® of Ameriprise Financial Services talks about the advantages and challenges associated with Roth IRA conversions.
Conway Halsall of Ameriprise offers tips on using the upcoming Roth IRA changes to your advantage.
Ways to avoid taxes on retirement income are discussed as part of this interview with Dick Duff, CLU®.
Sarah Spear of AALU shares her perspectives on potential congressional activity affecting estate taxes.
Conway Halsall, CLU®, CFP® discusses the advantages of Roth IRAs are discussed in the context of the new 2010 conversion rules.