Testy McTestalot - RBC Wealth Management - AGC Select Chapters (401k)

Wealth Management Planning	Review of portfolio Asset allocation Time horizon Withdrawal strategies Investment Policy Statement Stock concentration Review investments held outside the firm
Estate Planning and Charitable Giving	Gifting to family and charity Multi-jurisdiction planning Trusts Irrevocable life insurance trusts Estate planning for unique family situations
Retirement Planning	Retirement goal setting Social Security and Medicare Business owner solutions IRA contributions and conversions RMDs and withdrawal strategies Self-employed retirement plans
Portfolio Management	Manager selection Asset correlation Monitor performance Review manager disciplines Tax minimization strategies Security selection
Advisory Cost	1.50% annually for actively managed portfolios

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AGC Select

150+

AGC Member companies

$600M+

in Plan Assets*

15 Chapters

Nationwide

Why companies continue to join our chapter's 401(k) plan

Join the largest AGC 401(k) plan in the country

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