Robert W. Dietz, CFA

Robert W. Dietz, CFA

Director—Wealth Strategies Group

12 Years at AB
15 Years of experience

Robert W. Dietz is a Vice President and Director in Bernstein’s Wealth Strategies Group and is based in the firm’s Minneapolis office. He works closely with high-net-worth families and individuals and their professional advisors on a variety of complex investment planning matters, including pre-transaction planning, multigenerational wealth transfer, retirement planning, philanthropy and diversification planning for holders of concentrated portfolios. Robert joined the firm in 2006 and began working with the Wealth Strategies Group in 2011, serving as an analyst, senior analyst and associate director before becoming a director in 2017. He earned a BA, cum laude, in finance from Augsburg College and is a Chartered Financial Analyst (CFA) charterholder. Robert is a member of the CFA Society of Minnesota and the Twin Cities Estate Planning Council.

Estate No Longer Taxable? Three Ways to Still Get a Charitable Tax Deduction
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Will the SECURE Act Disrupt Planning for Retirement Assets?
Should You Leave Your Retirement Accounts in a Trust?

Should You Leave Your Retirement Accounts in a Trust?

by Robert Dietz, Jennifer Ostberg
Retirement plan assets are becoming an ever-increasing portion of household wealth—nearly 28% of total US net worth is held in IRAs or other retirement vehicles.* These assets—reaching over $27 trillion at the end of 2018*—are complicating basic estate planning as individuals struggle with how best to structure them to minimize taxes for beneficiaries. At the heart of the discussion is deciding if they should be left in a trust or to individual beneficiaries.

Wealth Planning

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