Nye Financial Group Seminar Descriptions

Wealth Conference – A seminar that addresses Nye Financial Group’s Annuity / Life Arbitrage concept; that in many cases can create guaranteed income that exceeds 10%. Or it can leverage your wealth two to three times for the benefit of your estate. The Annuity / Life Arbitrage concept effectively minimizes current income tax and completely avoids estate tax and all this done with contractual guarantees. This concept is most effective for those between the ages of 70 and 90. 

Annuity Maximization – A seminar for anyone over the age of 65 and owning a non-qualified deferred annuity, to include fixed, variable or indexed contracts. This seminar explores concepts that utilize your deferred annuity assets to maximize either income for you or maximize the transfer to your beneficiaries all while avoiding income and estate tax.  Learn why you should never die owning a tax-deferred annuity. Learn more about the Annuity / Life Arbitrage concept as it relates to your tax-deferred annuity.

Advanced Estate Planning / Beyond the Living Trust – A seminar that discusses financial and estate planning strategies for those individuals whose net worth exceeds $2,000,000. Various forms of trusts, partnerships and other tools will be discussed to help minimize or eliminate the threat of estate tax, capital gains tax and probate.

IRA Distributions – A seminar that discusses IRS minimum distribution requirements with respect to your IRAs and other qualified accounts. Also learn what your IRA beneficiaries must do to maximize their benefits and avoid costly mistakes. Learn more about the Annuity / Life Arbitrage concept as it applies to your IRA. Strategies are shown to help you maximize cash-flow or leverage the value of your IRA to heirs all while minimizing the tax exposure. 

Tax-Advantaged Alternatives – A seminar reviewing the tax-advantaged alternatives to CDs, Money Market Accounts, Mutual Funds, etc.., at very competitive rates.  Emphasis is placed on conservative investments and strategies that allow for tax-deferred growth on earnings and at death passing assets income tax free.

Extended Long-Term Care – A seminar that discusses the risk and cost of extended nursing care for today’s retiree. Learn why you should not count on Medicare as a solution to covering these devastating expenses. Learn about cost effective solutions to covering this risk along with creative funding ideas that allow you the ability to cost effectively maintain your independence.

Asset Allocation – A seminar that demonstrates how asset allocation can correct the most common investment mistakes made by retirees and the soon-to-be retired.  This seminar also shows how you can seek substantial investment returns while minimizing risk.

Round Table Seminars – An in depth discussion of targeted advanced topics.

Topics Include:

• Charitable Remainder Trusts
• Charitable Limited Partnerships
• Alaska Trusts
• Large IRAs ($500,000 or more)
• Family Limited Partnerships
• In Depth A/B Trust Design
• Investment Partnerships in IRA Distribution Planning
• Private Placement Investing
• Pension Rollback