Advice

2018 Year-End Tax Planning Continuing Professional Education

Category: Advice
Written by Advisor Dashboard
With the new Internal Revenue Code in effect for the first time this year, this continuing ed session kicks of our coverage of year end tax planning for practitioners. The reviews rave about the coverage. Thanks for appreciating our hard work!  Tax planning for pre-retirees may be the single most valuable service a financial planning professional or IA rep provides to consumers.  This webinar is for experienced practitioners, who have kept current on tax planning...
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The New Business Tax Break: Qualified Business Income Deduction

Category: Advice
Written by Advisor Dashboard
Introduction The Tax Cuts and Jobs Act (TCJA) has created a tax savings opportunity for businesses. Corporate tax rates have been reduced to a maximum 21 percent, while other businesses can qualify for a 20 percent income reduction by means of the Qualified Business Income (QBI) deduction. The QBI deduction was enacted to allow “pass-through” (non-C corporation) businesses some of the benefits of tax reduction available only to C corporations. As much as this deduction is intended to create...
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Tontines Are Coming, Someday

Category: Advice
Written by Advisor Dashboard
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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Keebler Talks Tax Cuts For Year-End Planning

Category: Advice
Written by Advisor Dashboard
With less than 30 days to act on a slew of one-time tax law savngs opportunities, the replay of Bob Keebler’s December 1st webinar about year-end planning gives you everything real financial professionals need to know now.   A4A is a community.  Fritz Meyer, Craig Israelsen, and Bob Keebler collaborate with you direclty about low cost investing and financial planning. Low-expense financial planning professionals and investment fiduciaries love A4A's online continuing professional...
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CANNEX Announces a New Annuity Comparison Tool

Category: Advice
Written by Advisor Dashboard
CANNEX is a Canadian provider of financial product information and analysis. Last week it announced a new service that “provides an independent and objective way to determine the economic suitability of variable annuity and fixed indexed annuity transactions and helps fiduciary advisors act in the best interest of their clients.” It is intended to assist advisors with decisions involving new annuities, existing annuities and buyout offers from insurance companies.  
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More Articles ...

  1. Fritz Meyer And Bob Keebler Post-Election Guidance To Advisors
  2. How Savings Affects Retirement Portfoilio In Accumulation And Withdrawal Phases
  3. Avoiding The 60 Day Trap When Borrowing From An IRA
  4. When Clients Are Their Own Worst Enemy

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