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You have reached that moment in time when your hard work has paid off. You've achieved many of your financial goals and built a solid foundation for your future. The key now
is to protect those assets. For more than a century, U.S. Bank has helped individuals, families and businesses meet the challenge of preserving the wealth they have acquired.
Without proper investment planning, taxes can substantially diminish your return on investment. Private Client Group can help you maximize your return today and minimize your future estate tax liability.1
Whether your retirement nest egg is in a 401(k) account, stock options or inherent in the value of your closely-held business, good retirement planning
will help insure that you have the assets, income and cash flow to maintain the lifestyle you enjoy.
Our professionals, working hand in hand with your other advisors, can help you with:
- Investment strategies for retirement
- Distribution options
- Tax implications1
How your assets are held can dramatically affect your ability to keep your wealth in the family rather than paying it out in the form of taxes. Depending on your financial situation, a trust can be an effective way to shelter assets and accomplish many financial objectives. Our trust and fiduciary professionals can explain the
benefits of a trust and help identify the most effective options for you.
Among other things, you can use a trust to:
- Create a charitable endowment
- Have your assets managed within the guidelines of an investment plan you create
- Pass your assets to future generations as you desire
For more information, contact the Private Client Group
| NOT A DEPOSIT |
NOT FDIC INSURED |
MAY LOSE VALUE |
NOT BANK GUARANTEED |
| NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY |
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Investment information provided is not intended to be investment advice or an offer to buy or sell any securities.
1 This discussion is intended to be informational only and is not exhaustive or conclusive. U.S. Bank and its representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.
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