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

What Is Estate Planning?  Motley Fool

Find out 10 reasons you need an estate plan -- and much more.

Management trust can often substitute for guardianship  Stephenville Empire-Tribune

Tina, an only child, who lives in New York City, is concerned that her mother Mary's Alzheimer's makes her vulnerable to manipulation concerning her finances.

Estate and Gift Taxes - Holiday Season Tax Cut Implications  The National Law Review

BEA and other estate and gift taxes are highlighted, as changes were made under the tax cuts and job act, with the holiday shopping season around the corner.

What can a trust do for you?  The Grand Junction Daily Sentinel

Over the last few columns, we have mentioned the basic differences between a will and a trust. In essence, a will identifies who should receive which assets at ...

Consider incorporating a testamentary trust into wills  The Glen Rose Reporter

Pamela and Daniel had been married for twenty-five years. Both had children by a previous marriage. They owned substantial acreage in Somervell County, ...

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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