Estate planning strategies

Leaving a legacy is about making sure your wishes are known. Many of us have loved ones who depend on us, or causes that we are passionate about. You’ll want to ensure your assets go where you want them to go in a tax-efficient way. The key is to plan now. I’ll share strategies with you to help maximize your giving now, or distribute your estate later without extra tax burden. Leaving a legacy is just one of four key needs that you and I can plan for together using the Confident Retirement® approach.

Your retirement puzzle

These days, it’s not unusual for retirement to last 20-30 years – or even longer. That means you’ll need to create a secure income for yourself that will be there for you as long as you’ll need it. I’d like to share a short video with you that I think you’ll find interesting. It describes a solution that can help you ensure your income will last for as long as you need it. Visit riversource.com/puzzle to view “How do you solve your retirement puzzle?” After you’ve watched the video, contact me and we’ll talk about how this income solution might fit into your retirement plans.
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My Photos(4 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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Features

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Sleep Better

How do you find financial confidence? It starts with a plan that’s personalized to all of your goals. The right financial advisor can help you feel more confident about your financial future. (0:30)