Tuesday, November 12, 2024 @ 8:00 AM PT
WP90X – Estate Planning for Qualified Retirement Plans Post SECURE Act
Speakers
Details
As a valued professional advisor partner of WealthPoint, we invite you to an exclusive WP90X presentation of Retirement Asset Maximization Plan (RAMP). RAMP is an innovative planning strategy designed to navigate the substantial tax burden of retirement plan assets for high-net-worth family groups and is a compelling alternative to the conventional wisdom and advice offered. Left unaddressed, estate and income taxes can erode as much as 70% of retirement plan assets. RAMP helps to solve this problem.
RAMP relies on IRS and DOL regulations specifically related to life insurance and estate planning strategies that have been in the tax code for decades. RAMP benefits from these regulations utilizing basic planning techniques practiced every day in the tax, legal and financial world to lower tax drag and increase assets either left to heirs or charity.
Session Overview
In this 60-minute presentation, Ryan Barradas and Vince Brunoforte of WealthPoint will provide an overview of RAMP and help you better serve clients facing these income and estate tax challenges. They will take you through how it works, provisions in the tax code that make it possible and show case studies of ideal fact patterns that have resulted in successful outcomes for high-net-worth families. Utilizing WealthPoint’s proprietary financial modeling tool, they will also stress test the financial assumptions “on the fly” based on suggestions from audience members.
Learning Objectives
- Define RAMP, how it works and where it fits
- Understand the provisions within the tax code that allow this strategy to work
- Identify how life insurance is utilized and understand the different products and funding strategies
CE Requirements
- This program qualifies for one hour of NASBA CPE or CFP credit
- Prerequisites: none
- Advanced preparation: none
- Program level: basic
- NASBA field of study is Specialized Knowledge
- Delivery method: Group Internet Based
- There is no cost for this presentation or to obtain CPE credit
- For more information regarding administrative policies such as complaint and refund, please contact Shelley Forman at (602) 559-5389
- WealthPoint, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.
- Certificates for CPE/CFP credit will be provided within 30 days after the webinar
What:
WP90X – Estate Planning for Qualified Retirement Plans Post SECURE Act
When:
Tuesday, November 12 at 8:00 am Pacific Time
Where:
Zoom Video Conference
CPE:
One (1) hour of NASBA* CPE or CFP credit will be offered (see below for more information)