Calamos Investments - Wealth Planning

As part of our comprehensive approach, we provide clients with consultative services to help build and protect wealth.

Wealth Planning

Tis the Season for Giving?

December 2011 Senior Wealth Strategist Terry LaBant explains the significant and often overlooked planning opportunities provided by the 2010 Tax Act.

Is Your Estate Plan Overdue for a Checkup?

December 2011 Changes in laws, family structure or financial situations may unintentionally and adversely impact an estate plan. A fresh perspective and important checkup may be in order.

Estate Planning Benefits During Periods of Low Interest Rates

December 2011 While federal interest rates are low, there are a variety of beneficial planning options to capture and consider.

Is Portability a Panacea for Estate Planning?

December 2011 Portability is not automatic. Senior Wealth Strategist Terry LaBant discusses qualifying and maintaining use of portability as a planning tool.

Wealth Advisory Services

March 2011 An overview of our wealth advisory services, which are available to Calamos Wealth Management Clients as a complimentary value-added benefit.

Consider Wealth Transfer Issues When Designating Your Beneficiaries

March 2011 Beneficiary designations for retirement accounts can have a significant impact on a family’s wealth transfer program.

Planning to Relocate in Retirement? Keep an Eye on Potential Tax Issues

March 2011 Choosing a retirement location can be a complex undertaking. We discuss some of the more quantifiable components of relocation.

Making the Most of an IRA

March 2011 We explore some of the issues and opportunities associated with individual retirement accounts, including converting traditional IRA assets to a Roth IRA.

Asset Protection Strategies to Preserve Family Wealth

March 2011 Against a backdrop of market volatility, tax landscape uncertainty and an increasingly litigious society, personal risk management has become a necessary and vital component of an integrated wealth management plan.

Revocable Trusts: Clarifying Uses and Correcting Misconceptions

March 2011 Often referred to as living trusts, will substitutes, or lifetime trusts, revocable trusts have an important place in a family’s wealth management plan, as long as they are properly understood, implemented and administered.

The material contained on this page has been created by Calamos Wealth Management and/or its affiliates. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Information contained herein is for informational purposes only and should not be considered investment advice. Materials contained on this page are historical and as such Calamos Wealth Management LLC and/or its affiliates undertake no obligation to update.

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.