Description:
Ryan Barradas and Vince Brunoforte of WealthPoint provide an overview of Retirement Asset Maximization Plan (RAMP), an innovative planning strategy designed to navigate the substantial tax burden of retirement plan assets for high-net-worth family groups. In this presentation, they discuss how RAMP works, provisions in the tax code that make it possible as well as review case studies associated with ideal fact patterns that have resulted in successful outcomes. Utilizing WealthPoint’s proprietary financial modeling tool, they also stress test the financial assumptions “on the fly.”
Outline:
Please select any of the links below to view.
- Case Study
- RAMP Overview
- RAMP Phase 1
- RAMP Phase 2
- Why RAMP Works
- Assumptions
- Ideal Client and Stress Testing
Presented November 12, 2024
