Description
There are many options to help your clients with retirement income, and charitable tools are a hot topic after the Secure 2.0 Act. In this presentation, we will explore tools that can enhance income through tax savings and tax deductions while also increasing assets under management and providing asset diversification. We will also look at how other charitable strategies and conversations can enhance your relationship with your clients. Since the Secure 2.0 Act passed, buzz about these charitable income strategies has been spreading fast, especially on golf courses and pickleball courts. This presentation will leave you well-versed in charitable income strategies so that you can help your clients make the best income solution choices. Testimonial: “This reminded me to have the charitable conversation with "appropriate" clients.”
Learning Objectives
In this one-hour webinar you will: 1. Discuss the new provisions in the Secure Act 2.0 for charitable income strategies; 2. Learn how Charitable Remainder Trusts (CRT’s) can allow your clients to diversify asset holdings, receive tax savings, get an income tax deduction, and increase their income; 3. Explore how Charitable Gift Annuities (CGA’s) work and how to utilize them with IRA assets; 4. Discover what a Pooled Income Fund (PIF’s) is, and briefly discuss why they are regaining popularity for some affluent folks; 5. Realize how having charitable conversations with your clients can enhance your relationship and increase your assets under management.