LAB26-01. Gold Still Glitters, presented by Drake Software

In an era of rising global debt and geopolitical uncertainty, central banks are increasingly turning to gold as a reliable store of value—and individual investors are taking notice. This session explores the fundamentals of gold as an investment, addressing common misconceptions and comparing gold to other asset classes. Attendees will gain insights into different methods of gold ownership, tax considerations, and how gold fits into retirement portfolios. Whether you're a seasoned investor or exploring gold for the first time, this session will provide practical knowledge to help you evaluate gold’s role in your long-term financial strategy.

Learning Objectives:

• Compare various ways to invest in gold, including physical holdings, ETFs, mutual funds, and futures.
• Address common objections to gold as an asset class and evaluate its place in a diversified portfolio.
• Identify eligibility requirements for holding physical gold in retirement accounts.
• Understand the tax implications of gold investments in different forms and accounts.