RETIRING

Liberty Partners

Retirement Plan Solutions

We recognize the importance of selecting and designing the most appropriate retirement plan for you and your employees. Employers who provide a solid retirement plan are better positioned to recruit, retain and reward quality people needed to keep a business competitive.

As a full service brokerage firm with access to a wide variety of non- proprietary retirement products, RBC is positioned to implement a retirement plan solution that helps to meet your company’s needs and objectives.

 

The process

 

Our experienced retirement consulting team assists in finding the right retirement solution for your company. These professionals know plan design options, service vendors, and the latest products.

As a team, we work with you during each stage of the retirement plan process. We will:

  • Assist you in examining your company’s retirement plan needs, goals, and expectations. Research the retirement plan marketplace to find a retirement solution that is right for your company
  • Guide you through each step of the implementation process
  • Provide an on-going service process to help make sure your plan runs efficiently and effectively

 

Components of our service process include:

• Assistance with a written Investment Policy Statement

• Assist with investment reviews

• Analyzing asset allocation with you

• Delivering on-going customized education

• Advising individual employees on request

Our financial advisors are a critical part of the service process providing employee investment education and service. They are your primary contact for taking advantage of the benefits provided by our wealth management process.

Trust and Estate News

Court defeat could cost Minnesota treasury $100 million  Minnesota Public Radio News

The end of a long-running court battle over the way Minnesota taxes some trust accounts could lead to refunds and revenue losses totaling $100 million in the ...

Estate Planning: Do it early and avoid any grief  culvercitynews

By Ron Wynn. People often try to put certain things that are not so pleasant on the back burner and say, “I will get to it.” If that is you, you are no different than ...

What Happens to Credit Card Debt When You Die?  U.S. News & World Report

Your estate rather than family pays your credit card debts after you die using assets such as your home, cars and investments in a complex process.

Upstate N.Y. lawyer pleads guilty in $12M trust fund scam  New York Daily News

A former upstate lawyer pleaded guilty in federal court Wednesday for his role in an inheritance scheme that stole $12 million from the family trusts of three ...

National Trust's Lyme Park reopens after deluge damage  BBC News

Lyme Park, which doubled for Pemberley in the BBC's Pride and Prejudice, was badly hit by floods.

REITs to Take Shelter In From Stock-Market Storms  Barron's

Real-estate investment trusts have been on a tear this year, notching a nearly 20% gain that has made some look fully valued just as investors turn to them for ...

CAPITAL MARKETS

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INVESTMENTS

Core Satellite Allocation

Core Satellite Allocation

You may find that a particular investment philosophy can work well over time — and yet, during periods of market turmoil, you might be able to take advantage of opportunities by following an approach that complements — but doesn’t replace — your tried-and-true strategy.

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TRUSTS

Charitable Giving

Charitable Giving

Support a worthy cause while lowering your tax bill —
a win-win situation

Charitable giving is a powerful financial tool. It provides double satisfaction — by helping a worthy cause, and possibly lowering your tax bill.

Perhaps you want to support your favorite charity, create a new program
to address a specific concern in your community, or capitalize on the business advantages and social connections often associated with philanthropic endeavors. Whatever your personal goals, charitable giving can help you achieve them. In fact, charitable giving strategies often provide solutions unavailable through traditional estate planning techniques.

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RETIREMENT PLANS

Retirement Planning Process

Retirement Planning Process

We believe managing your wealth to produce an income during retirement is fundamentally different from managing your wealth while accumulating assets for retirement. This is why we have developed a clear and disciplined process to efficiently manage those distributions for a long and prosperous retirement.

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