Kick-off the year with estate planning strategies for your clients
Join Stuart Ritter, CFP®, Insights Director, and Lindsay Theodore, CFP®, Thought Leadership Senior Manager, as they dive into the topic of estate planning. Their conversation cuts through the common misconceptions and complexities, discussing concrete ways to help improve after-tax outcomes for heirs, such as optimizing beneficiary designations, gifting appreciated securities, and navigating the 10-year distribution rules for inherited IRAs, to name a few.
This is an opportune time to review documents, align plans with current laws and state-specific estate tax rules, and give clients enough runway to execute changes—helping clients beat procrastination, right-size the complexity, and help improve outcomes for their heirs.
Tax Efficiency 365
Educate clients on tax-efficient investment planning strategies to use throughout the year—and for every stage of life.
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Estate Planning Resources
Leverage our estate planning resources to help clients make their wishes clear and maximize their legacy.
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This material is provided for general and educational purposes only and is not intended to provide legal, tax, or investment advice. This material does not provide recommendations concerning investments, investment strategies, or account types. It is not individualized to the needs of any specific investor and is not intended to suggest that any particular investment action is appropriate for you, nor is it intended to serve as the primary basis for investment decision-making. T. Rowe Price Investment Services, Inc., its affiliates, and its associates do not provide legal or tax advice. Any tax-related discussion contained in this material is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding any tax penalties or (ii) promoting, marketing, or recommending to any other party any transaction or matter addressed herein. Please consult your independent legal counsel and/or tax professional regarding any legal or tax issues raised in this material.
Risk Considerations: Past performance is not a guarantee or a reliable indicator of future results. All investments are subject to market risk, including the possible loss of principal. A tax-efficient approach to investing could cause a fund to underperform similar funds that do not make tax efficiency a primary focus.
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