Being a Wisconsin native and as a 'walk-on' to the University of Wisconsin, it was a privilege to graduate in pharmacy and play Big Ten basketball in the 1950s. Our contribution to University Athletics, the Athletic Training Education Program and the sports medicine facilities is very important to me.

Curt Mueller (’57 BS Pharm)

Age 60-70

At this stage in life, some of the financial issues you may find yourself dealing with are:
  • More serious estate and wealth-transfer planning
  • Understanding the transfer-tax system
  • Learning about wealth-transfer techniques
  • Active financial planning
  • Increasing cash flow - charitable gift planning helps minimize taxes
  • Shifting to income-producing assets
  • Assisting children with debt through annual gifts
  • Assisting grandchildren with education expenses
  • Concern with the financial future of the next generations
  • Utilizing trusts and wealth-transfer strategies to achieve goals
  • Taking advantage of charitable trust issues to optimize family wealth transfers and maximize tax benefits
For the charitably inclined, certain types of gifts can provide solutions to taxing problems.
Read more about planning for this stage.