Reviews written by austinc408
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Very good points about personal goals and wishes being included in legacy planning as a roadmap for estate planning. Thanks!
4.0 |
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Interesting options, especially for those living in one of the 12 states.. unfortunately, I'm in CA
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3.0 |
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Good information, but a little more basic than many of the other a4a webinars I've appreciated.
3.0 |
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Very nice overview of the various tax aspects and risks of Roth conversions. I especially liked the treatment of MFJ and the ensuing MFS tax rate issue.
4.0 |
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interesting concepts - great new tool
4.0 |
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Great different perspective on discovery. I really like the ideas and will try the story telling techniques.
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Very comprehensive. interestiing comnets on the meltdow with respect to regs. Especially good coverage of the SEC vs State regulation potential changes. Also liked the political action...
5.0 |
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Very helpful - great job of clarifying changes to compliance rules and how to address them.
4.0 |
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Good links and reminders about state regs
