PPT-Donating Retirement Assets

Dr Russell James Texas Tech University Why are retirement assets a big deal 36 of all household financial assets 165 trillion were retirement assets Source Investment Company Institute 2010 . brPage 1br Donating Appreciated Property First Things First Transaction Without Charitable Giving Proceeds are subject to capital gains taxes seller buyer Sale of business or property brPage BLUEPRINT. Daryl Diamond CLU CHFC CFP. Diamond Retirement Planning Ltd.. We’ll Cross That Bridge ... The Perception. We’ll Cross That Bridge ... The Reality. Why the opportunity is so great!. Consumers are …. and “High Cash-Flow” Clients. Vincent F. . Spina. , ASA, EA, MAAA. President, . Harbridge. . Consulting . Group. a . BPAS . Company. A Cautionary Tale. 2. When you’re Derrick . Coleman, . you don’t save for retirement because you’re the #1 pick in the NBA draft in . When their 10-year-old daughter Laura was diagnosed with leukemia, Robert Graves, D.V.M., and his wife Sherry were ready to do anything they could to save her. . They agreed . to try the first ever bone marrow transplant from an unrelated donor.. Navigating the Retirement Risk Zone: A Consumer Perspective. December 2013. Hazel Bateman. School of Risk and Actuarial Studies. How well do consumers navigate the Retirement Risk Zone?. Context. Individuals face increased risks and responsibilities for retirement saving, investment and . the options for your existing retirement savings.. Your career may take many twists . and turns. Americans, on average, have worked. 11.7. . different jobs by the time. they turn . 48. . years old.. Protect assets including retirement savings . and home or . business equity.. Protect what’s yours —. Strategies to safeguard your wealth. Asset protection: . Preserving your net worth. We protect our homes, cars, valuable possessions —. A Retrosp. ective View. by James Poterba, Steven Venti, and David A. Wise. John Sabelhaus. Federal Reserve Board. These comments were prepared for the Retirement Research Consortium annual meeting in Washington, D.C., August 8. the options for your existing retirement savings.. Your career may take many twists . and turns. Americans, on average, have worked. 11.7. . different jobs by the time. they turn . 48. . years old.. Preparing for Retirement: . What You Can Do Now to Prepare. August . 18, 2016. Bryan Sudweeks, . Ph.D., CFA.. From the Marriott School of Management’s. “Personal Finance: Another Perspective” web site at. What You Can Do Now to Prepare. August . 22, 2014. Bryan Sudweeks, . Ph.D., CFA.. From the Marriott School of Management’s. “Personal Finance: Another Perspective” web site at. http://personalfinance.byu.edu. ASSETS Acceptable in Trusts Cash and Cash Equivalents Definition: “Investment securities that are short-term, have high credit quality and are highly liquid ” Cash equivalents include : U.S. government Treasury for business owners. Areas of focus today. Tax considerations. Shielding assets from potential creditors. Planning for succession. Saving for. retirement. Tax considerations. Tax deduction for business owners. Mark Koetse. 1. , Jetske . Bouma. 2. 1 . Institute for Environmental Studies (IVM), VU University Amsterdam. 2. PBL Netherlands Environmental Assessment . Agency, Den Haag. 23rd EAERE conference, Athens, 29 June – 1 July 2017.