WP90X – Estate Planning for Qualified Retirement Plans Post SECURE Act

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.

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.

Download PDF

Keep Learning

Want to expand your expertise? We’ve picked a few insight-rich posts to help you grow your wealth and amplify your impact.

WP90X Recap – Family, Government and Charity: Your Allocation Decision

An innovative strategy to help you better serve clients facing income and estate tax challenges

WP90X Recap – ESOPs: A Different Way of Selling to a Third Party

An innovative strategy to help you better serve clients facing income and estate tax challenges

WP90X – Intergenerational Split Dollar: Learning from Levine

Unpack Intergenerational Split-Dollar Agreements and the life insurance planning design utilized in the Levine case

What Sets Us Apart

Know your story

Still Wisdom

Instinct Verification

The Pulse of Progress

Our Practice

Business Advisory Services

Insurance Advisory Services

M&A Advisory Services

Our Story

Business Advisory Services Team

Insurance Advisory Services Team

Insights

Our Practice
Insurance Advisory Services
Business Advisory Services
M&A Advisory Services

Insights
Insights
Events

Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor. WealthPoint, LLC is not affiliated with The Leaders Group, Inc.. The Leaders Group, Inc. is not a Certified Public Accounting firm. WealthPoint is a member firm of PartnersFinancial. Not all products and services referenced on this site are available in every state or through every representative listed. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. Social Media Disclosure link here. Consumer Relationship Summary link here. Privacy Policy link here. WealthPoint, LLC is independently owned and operated. WealthPoint, LLC and its agents are presently licensed to sell traditional life insurance in AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, ME, MD, MA, MI, MN, MS, MO, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WV, WI, and WY. Insurance services are limited to residents of the above listed states. Information relating to securities is intended for use by individuals residing in AL, AK, AZ, AR, CA, CO, DE, DC, FL, GA, ID, IL, IN, KS, ME, MD, MA, MI, MN, MS, MO, NE, NV, NJ, NM, NY, NC, OH, OK, PA, SC, SD, TX, UT, VA, WA, WV, WI, and WY. Life insurance services are provided through WealthPoint, LLC DBA WealthPoint Insurance Solutions, CA Insurance License #0N03255. This site is not intended as an offer to sell securities, which may be done only after proper delivery of a prospectus and a client suitability review. The following trademarks are owned by WealthPoint, LLC; WealthPoint®, Know your story.®, Still Wisdom™, Instinct Verification™, The Pulse of Progress™, IV™, Singular Story™.