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Erin J Scannell CFP®, CLU®, ChFC®, AAMS®, Private Wealth Advisor - Heritage Wealth Advisors, Private Wealth Advisory Practice of Ameriprise

Heritage Wealth Advisors, Private Wealth Advisory Practice of Ameriprise Financial Services, LLC

Our money down the road can only go to three places: Ourheirs, the IRS, or to charity - and many of us have control over how much goesto the IRS. Join us to learn strategies for redirecting what otherwise might goto the IRS to the charities you support. Topics that will be discussed are:

  • How to get tax benefits now for gifts that are made to charity sometime in the future
  • How to avoid tax on RMD's (required withdrawals from IRAs and 401k's)
  • How to get certain benefits of trusts (probate avoidance, creditor protection, control over when kids get money, etc.) without the costs of setting up a trust
  • Donor Advised Funds, Dynasty Trusts, Capital Gains Bypass Trusts.

This is an informational event. There is no cost or obligation.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services, LLC and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.