19MDRT-38A: Surf the Next Baby Boomer Wave: Qualified Asset Transfer

Focus Session

Tuesday, June 11, 2019
2:00 - 3:00 p.m.

SURF THE NEXT BABY BOOMER WAVE: QUALIFIED ASSET TRANSFER

Tax planning isn't just for those over 70. Every client with qualified savings will face mandatory taxation and possibly pass a significant tax burden to their heirs. Staeb looks at three strategies that will be more efficient while maintaining flexibility for whatever life has in store and opens the door to legacy and charitable giving.