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Investment Adviser Rep CE
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2022 SECURE 2.0 Act Webinar Transcript
5 Things You Need to Know About Life Settlements
Dr. Wade Pfau's How to Use Reverse Mortgages to Secure a Retirement White Paper
Guide to Breaking Down LTCI Partnership Policies
IRAs at Death & Beyond Webinar Transcript
Medicaid Annuities and IRAs Guide
Social Security Guide 2023
Tax Strategies For Upper-Middle Class Clients Webinar Transcript
self study Comments page
Here are comments from listeners:
Great to have so many options summarized in one place, as the considerations by age and account type, method are so unique to the individual.
A better understanding of the Rule of 55, NUA and SEPP (72t Dist)
Did not know the details of SEPP. Thanks for the IRS link! Excellent attention to detail as always. rockstar!
Great overview of points to consider in retirement planning - thanks
Pension distribution ideas were great. Also ideas regarding Company stock in a 401(k)
Rolling over a retirement account to take advantage of NUA into a taxable brokerage and reducing the IRA balance to reduce RMDs and taxes was new to me.
Taxtools.com - Reinforced the notion of a "financial diet". i am trying to introduce this concept to my millennial clients.