Estate & Life Planning

Retirement Income: Tuneberg Asset Management understands the importance of consistent income during retirement and the strategic planning involved. We help you sustain your annual cash flow by using different income producing vehicles and growth oriented vehicles. 

 

Estate and Gift Tax Planning: Prudent estate and gift planning helps you preserve your wealth and pass it on to your designated beneficiaries in your chosen manner. The proper use of annual gifting allows your taxable estate to remain at the level that best coincides with your own tax plan.  

 

Family Education: In this day and age, the costs of higher education are going everywhere but down. We understand the importance of a secondary education, and even more, a way to efficiently fund it. Our use of 529 plans provide tax-free growth for each fund that will be used for qualified education expenses. 

 

Charitable Gift Planning: Tuneberg Asset Management can help you take advantage of the tax benefits from charitable giving. We can help you and your family select adequate securities to maximize the use of a charitable account. 

 

Scenario Analysis: We combine the client's financial goals with our own formulas and projections in order to create an exceptional, custom-tailored plan.