Special Needs Trust Strategies
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This presentation was given at the 2011 Sotos Syndrome Support Association\'s annual conference in Williamsburg Virginia on July 30, 2011. I am working on posting a version with audio on www.ascendancyconsutlants.com
![Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],7/30/2011 Copyright (C) 2011 Ascendancy Consultants LLC. All Rights Reserved](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)
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Special Needs Trust Strategies
- 1. Ascendancy Consultants 7/30/2011 Copyright (C) 2011 Ascendancy Consultants LLC. All Rights Reserved Developing Financial Strategies for your Special Needs Trust Presenter: Ken Rupert Founder – CEO Ascendancy Consultants LLC
- 5. Ice Breaker II ~Focus~ IAMNOWHERE I AM NO WHERE I AM NOW HERE Focus – Things we identify as more important , more prominent will cause us to see one over the other. 7/30/2011 Copyright (C) 2011 Ascendancy Consultants LLC. All Rights Reserved
- 6. Ice Breaker III ~Paradigm Shift~ 7/30/2011 Copyright (C) 2011 Ascendancy Consultants LLC. All Rights Reserved
- 12. Portrait of the median American household 7/30/2011 Copyright (C) 2011 Ascendancy Consultants LLC. All Rights Reserved They have $3,800 in the bank No one has a retirement account (in 50% of American households) Their neighbors (the other 50%) only have $35,000 saved for retirement They have no mutual funds, stocks, or bonds The house is worth $160,000 But the family owes $95,000 on it to the bank They make $43,000 a year But can’t manage to pay off a $2,200 credit card balance
- 23. 7/30/2011 Copyright (C) 2011 Ascendancy Consultants LLC. All Rights Reserved
- 27. The Model 7/30/2011 Copyright (C) 2011 Ascendancy Consultants LLC. All Rights Reserved
- 28. Dual Income Model 7/30/2011 Copyright (C) 2011 Ascendancy Consultants LLC. All Rights Reserved
- 45. Executing the Model 7/30/2011 Copyright (C) 2011 Ascendancy Consultants LLC. All Rights Reserved
- 47. Questions 7/30/2011 Copyright (C) 2011 Ascendancy Consultants LLC. All Rights Reserved
Notes de l'éditeur
- Qualified Dividends : For the purposes of calculating the dividend tax, ordinary dividends are for stocks held more than 60 days during the 121-day period that begins 60 days before the ex-dividend date. These are taxed at what is known as the qualified dividend tax rate, which is 5% or 15% depending upon the income tax bracket into which the investor falls. For investors with personal income tax brackets of 25% or higher, they will pay a 15% dividend tax on their qualified dividends. For investors in a lower income tax bracket, they will pay a 5% dividend tax. Qualified dividends must be paid between January 1, 2003 and December 31, 2010. Non-Qualified Dividends : A non-qualified dividend is any dividend that doesn't meet the test of qualified dividends (see above). The dividend tax on these dividends is the same as an investor's personal income tax bracket. If you're in the 35% tax bracket, for instance, you'll pay a 35% dividend tax on non-qualified dividends.