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

SCOTUS Stance in Trust Tax Case May Complicate Estate Planning  Bloomberg Tax

Estate planning could get trickier depending on how the U.S. Supreme Court rules in a case involving taxation of trust income based on where beneficiaries live.

Bonnie Kraham: Estate planning and your digital identity  Times Herald-Record

With the ever present use of our computers, tablets and smartphones comes the complication of what happens to our digital information when we die or are ...

Estate Planning: Assignments, disclaimers and powers of appointment  Lake County News

Assignments, disclaimers and powers of appointment can alter the distribution of a decedent's estate. First what is and who can make an assignment? A person ...

Bonnie Kraham: Revocable or irrevocable trust: Which one's right for you?  Times Herald-Record

A common question asked about trusts is, “What is the difference between revocable trusts and irrevocable trusts?”Living trusts are legal entities that own assets ...

A Survey Of Recent Trusts And Estates Cases, Hip Hop Edition: Biggie, Tupac, XXXTentacion, Mac Miller, And Post Malone  Above the Law

I take my trusts and estates inspiration from wherever I can. Family disputes, artistic masterpieces, and of course, the news feed are frequently laden with stories ...

Northern Trust's Erica Lord Elected an ACTEC Fellow  Business Wire

CHICAGO--(BUSINESS WIRE)--Northern Trust announced today that Erica Lord, Assistant General Counsel, has been elected a Fellow of the American College ...

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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