WP90X – Estate Planning for Qualified Retirement Plans Post SECURE Act

Published: November 12, 2024

Ryan Barradas and Vince Brunoforte of WealthPoint provide an overview of Retirement Asset Maximization Plan (RAMP) and help you better serve clients facing income and estate tax challenges

By Kristin Teaf

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:

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Presented November 12, 2024

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