Over the past 10 years, significant legislation has been enacted to encourage the accumulation of assets in retirement plans. These plans offer significant tax deferral, asst protection and wealth accumulation benefits. Integrating retirement plans into a comprehensive wealth solution may seem overwhelming. Our wealth strategy team can help guide you and your family through tax, wealth planning and financial planning issues, turning complexities into opportunities.
- Integration of income and tax planning with retirement assets
- Beneficiary designation planning
- Funding trusts with IRAs
- Roth conversion analysis
- Cash flow needs analysis
- Charitable planning with IRAs
- Stretch IRA analysis
Unless the context otherwise requires, references to "Calamos" refers to Calamos Asset Management Inc., and its subsidiaries, including CWM and CAL. For a detailed history of Calamos Wealth Management and its affiliated entities, please see "Our History" under the "Our Firm" tab, or click here.
Wealth Strategy professionals are available to consult with clients in a wide variety of issues associated with the accumulation, preservation and transfer of family wealth. Upon a review of existing planning documents, asset holdings and income tax returns, a Wealth Strategist assists clients with the design and understanding of strategies intended to minimize taxes, protect assets, and promote family harmony. Calamos Wealth Management and its representatives do not provide accounting, tax or legal advice. Each individual's tax and financial situation is unique. In considering this material you should consult your accounting, tax and/or legal advisor for advice and information concerning your particular situation.
Calamos Wealth Mangement LLC is a federally registered investment advisor. Part 2 of Form ADV is a brochure which provides background information about the firm and its business practice. To access the brochure you can click here to download, or upon written request to: Calamos Wealth Management LLC, 2020 Calamos Court, Naperville, IL 60563-1787, Attn: Compliance Officer.