Login Assistance

Need online access?

Wealth Planning Update Call held 4.19.16

PDF »
A Special Client Call

call image

About this call


This year's tax season is nearly over. Now is the time to start focusing on ways to potentially modify your future tax obligations. Robert Webster, national director of wealth planning, hosts a discussion with two of U.S. Bank Wealth Management's senior planning professionals. They share views on timely topics, including:

  • Changes that impact some Social Security claiming strategies for retirees, which may require action prior to April 29, 2016
  • Income tax planning strategies that might help minimize your future tax liability

This is an opportunity to learn about important issues that you may want to explore with your tax professional.


     Replay: 866.435.1319


In support of this call, please reference the following documents:
Social Security: Impact of Bipartisan Budget Act of 2015
Tax Planning Considerations

Speakers:

Robert Webster   Susan Bisswurm
Robert Webster
National Director of Wealth Planning
U.S. Bank Wealth Management
  Susan Bisswurm
Wealth Planner
The Private Client Reserve of U.S. Bank
David Frederick    
David Frederick
Wealth Planner
The Private Client Reserve of U.S. Bank
   

 

Important Disclosures

Investment products and services are:

Disclosures

The information shared by the speakers represents the opinion of U.S. Bank Wealth Management and does not constitute investment advice and is issued without regard to specific investment objectives or the financial situation of any particular individual. The information presented is for discussion purposes only and is not intended to serve as a recommendation or solicitation for the purchase or sale of any type of security.

U.S. Bank and its representatives do not provide tax or legal advice. Each client's tax and financial situation is unique. Clients should consult their tax and/or legal advisor for advice and information concerning their particular situation.

PDF »


 
Important Disclosures
   

Investment products and services are:
Not a Deposit    •    Not FDIC Insured •    May Lose Value    •    Not Bank Guaranteed    •    Not Insured by any Federal Government Agency

Equal Housing  Lender Equal Housing Lender. Credit products are offered by U.S. Bank National Association and subject to normal credit approval. Deposit products offered by U.S. Bank National Association. Member FDIC.

U.S. Bank and its representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. Investors should consult their tax and/or legal advisor for advice and information concerning their particular situation.