Retiring in the next 10 years will be vastly different than it has been in the past. Individuals in search of financial freedom and security are living longer and seeking sustainable, growing income streams in an uncertain investment climate. Income and estate tax changes are inevitable; they will affect the way we invest and how we transfer wealth across generations as well as our reliance upon Family Limited Partnerships, Limited Liability Companies and, potentially, trusts to protect assets and mitigate taxes. Financial advisors Deborah Stavis and Eddie Cohen and estate and probate law specialist Wendy Farner address retirement, investing, estate planning and potential tax-saving strategies related to new tax laws and discuss several online retirement and investment tools. 

Topics Include:

  • Portfolio construction designed to generate income
  • Random market returns: how to determine the amount you need to retire
  • Life events that can derail your plans: life, disability and long-term care insurance
  • Top 10 ways to help prevent identity and security theft
  • Estate and stewardship planning: passing values, not just valuables
  • Charitable giving: direct gifts, donor-advised funds and private foundations

Note: Rice University does not offer financial or investment advice. The intent of our financial planning and investment courses is to provide a general educational overview of the topics described. To determine the applicability of the course content to your personal finances and investments, and for specific advice pertaining to your personal financial situation, you should consult a financial advisor of your choosing.


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