Navigating The Roth IRA Maze

by agluck     December 13, 2018      0.0 (0) While many advisors know the basics of Roth IRAs, tax rates, interest rates and the stock market are driving major planning opportunities in the wake of the Tax Cuts and Jobs Act.    REPLAY    At this session Bob Keebler, CPA/PFS, reviews advanced techniques in a highly-rated webinar with one-credit of continuing education for CFP®, CIMA

Bear Market Risk Illustrations For Pre-Retirees And Retirees -- 24/7 CFP® Continuing Education

by agluck     September 30, 2018      0.0 (0) Your clients and you face a growing risk: bad luck. When retired and pre-retired investors suffer portfolio two or three years in row of losses in their portfolio --  a bear market -- it can break an investor's spirit, making it too hard to stick with a sensible plan formulated for moments exactly like this. Craig Israelsen imparts wisdom

Tontines Are Coming, Someday
by GlennDaily     March 26, 2017      0.0 (0) Tontines are coming, someday. That’s my hopeful takeaway from Tom Verde’s “When Others Die, Tontine Investors Win” in today’s New York Times.

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How Savings Affects Retirement Portfoilio In Accumulation And Withdrawal Phases
by agluck     October 29, 2016      0.0 (0) A client's savings rate is so important but ignored by most advisors in designing portfolios. In this amazing series of studies of portfolio design by Craig Israslsen, Ph.D., this session stands out for its focus on showing the client the effects of different savings rates across his lifespan.    Accumulation results below…

When Clients Are Their Own Worst Enemy
by SherylCPA     August 17, 2016      0.0 (0) I was recently quoted in a article titled “When clients can’t afford to retire.” Although the article covered some of the basics, I thought it would be good to address this issue more fully. Before I start, what are situations when clients can’t afford to retire? Other than tragedy or catastrophe,

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