Albrecht, Ryan, CFP

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Charitable Giving
Taxes can make a large impact on what your beneficiaries receive, but there are a variety of ways to help reduce taxes and make sure you pass along assets as efficiently as possible, including the strategic use of personal trusts, beneficiary management and charitable giving and gifting. Another option is a capital transfer strategy, which allows the repositioning of certain taxable accounts â€” such as CDs and brokerage accounts â€” for a cash-value life insurance policy, which can provide tax-deferred growth and a guaranteed death benefit for your heirs.

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General Info: The advisor listed is an Ameriprise financial advisor in Reston. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. At Momentum Financial Team, we believe our guidance can help empower busy, hard-working people to make financial decisions that are supportive of their personal values. This personal and financial alignment aims to lead our clients on the path toward goal achievement and financial confidence. Our systematic, on going financial planning process is hinged on energizing our clients to overcome procrastination and financial uncertainty. Understanding your values and goals, offering personalized advice, ongoing tracking and providing outstanding client service form the foundation of our model. We want clients to feel more confident when making financial decisions and less stress about the future.
Other Link: http://www.ameriprise.com
Categories: Financial Planners, Annuities & Retirement Insurance Plans, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers