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 with other asset classes.

Attendees will gain insight 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 provides practical knowledge to help you evaluate gold’s role in your long-term financial strategy.

Learning Objectives:

• Distinguish among various ways to invest in gold, including physical holdings, ETFs, mutual funds, and futures.
• Recognize common considerations related to gold as an asset class and its role in a diversified portfolio.
• Identify eligibility requirements for holding physical gold in retirement accounts.
• Recognize tax implications of gold investments across different forms and account types.