Finance and Legal Group
All Finance and Legal Group articles are collected here.
Education Funding, tax-efficiently, for Children by Parents, Grandparents, Great Grandparents and Friends.Event Date:You are cordially invited to this presentation by Andy Whitman, Professor, Attorney, Volunteer Financial Planner. He will discuss investments for your grandchildren. More... |
Commercializing UMN Research & Inventions - Yields Excellent, Lasting ReturnsEvent Date: Rick Huebsch, Associate VP for Research, Technology Commercialization at UMN, discussed UMN Technology Commercialization. Tech Comm facilitates the transfer of UMN innovation beyond the research lab, to benefit the public good, foster economic growth, and generate revenue to support the University's mission. More... |
Taxes and Elections and Sunsets, Oh My! Tax planning for 2024 and beyond.Event Date: Watch the video to help you choose the moves that are right for you in this coming tax season. Everyone's tax situation is different, consult with a tax professional to come up with a financial plan well before year end. More... |
Life & Estate Plans: Life, Incapacity, and GiftingEvent Date: See the video of Estate Planning Attorney Matt Guttman discussing trusts and other estate planning issues. More... |
Long Term Care Insurance and Proposed solutionsEvent Date: View zoom session presented by Fred Anderson, Chief Actuary, MN Commerce Department to learn about long term care insurance. What does long term care insurance cover in MN? More... |
Financial Life in RetirementEvent Date: See the recording for Financial Life in Retirement by David Foster, CFP©, CRPC©, CRPS©. Vice President, Senior Wealth Planner. More... |
Medicare Advantage and Traditional Medicare: Issues & ChoicesEvent Date: Several subject matter experts continue to discuss the pros and cons of Medicare Advantage and notable non-health plan and non-broker resources. More... |
When will the Medicare advantage bubble burst? Part 2Event Date:This session will continue the discussion begun in the May 8, 2023 session. See that article for details. More... |
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Commercializing UMN Research & Inventions- Yields Excellent, Lasting ReturnsEvent Date:UMN Technology Commercialization facilitates the transfer of UMN innovation beyond the research lab by helping our diverse researchers in development of new products and services that benefit the public good, foster economic growth, and generate revenue to support the University's mission. More... |
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Tax update 2023 and 2024Event Date:Topics include tax changes; tax reducing moves required now and tax management in 2024. More... |
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Estate PlanningEvent Date: Overview of all your important financial decisions from taxes to trusts and health care directives. More... |
Long Term Care Insurance classEvent Date: Funding Long Term Nursing care as an ongoing issue. There are a number of factors that will determine if LTC insurance is right for you – your age, health, retirement goals, income and assets. More... |
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Tax efficient distributions to family and charitiesEvent Date: This presentation was recorded at Carlson School. Topics included IRS compliant ways to make qualified charitable distributions (QCD) from your IRA or rollover IRA; funding gifts to Minors and other gifts; plus more. More... |
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When Will the Medicare Advantage Bubble Burst?Event Date: Recording spreads awareness to rein in the Medicare Advantage (MA) privatized system, and protect traditional Medicare funding. More... |
Tax Update: Elections, Forgiveness, & Taxes, Oh My!Event Date:Todd J. Koch, CPA, MBT, CFP /JAK Partner, has again invited UMRA members to attend the year-end tax planning presentation for JAK clients. More... |
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