Exploiting SECURE Act Before 2019 Ends

Signing of SECURE Act on December 20 leaves only a few days to act on major tax savings.  A call to action targeting four tax saving pre-retiree and retiree situations is available to subscribers to our weekly feed for consumers. It shows how to attract wealthy pre-retirees and retirees by offering smarter tax and investment planning techniques in a news feed.


The last-minute SECURE Act tax-saving strategies are not widely known and require immediate action, but the potential for savings is huge. It's a marketing bonanza for those in the know. For instance, setting up a trust in a no-tax state and naming your heirs as beneficiaries can save them from a decade of state income taxes on distributions of an inherited IRA under the new law. That's just one of the four targets of the call toaction created for subscribers to Advisor Products news stream!


Starting in March 2019, at continuing professional education and CE webinars on A4A, Bob Keebler, CPA/PFS, repeatedly talked about the tax changes under SECURE Act, and the tax strategies were featured in our FINRA-reviewed articles, videos, tweets, and animated GIFs. Via our multimedia FINRA-reviewed financial planning and tax updates, advisors who subscribe to our weekly feed for consumers alterted their clients to these strategies all through the year. However, the next few days present a great opportunity for advisors to generate new business by helping affluent and UNHWIs.



Acting by the end of 2019 can save thousands of dollars in taxes for an affluent pre-retirees and retirees. Yet you won’t find stories about it in the financial press. Not even the trade press is telling advisors to act! Why?


Only the most educated advisors and clients have mastered all the technicalities involved in Roth conversions, stretch IRAs, spousal disclaimers, and bracket management, and you must know all of it to advise wealthy individuals on these matters. The knowledge is scarce. Most advisors simply do not have the attention span. Inaddition, even if you have the technical proficiency, putting it into terms normal people can understand, with FINRA review, is an entirely different skills set. 


Our weekly updates on financial planning and taxation are very different from market commentaries from other vendors of advisor websites wth FINRA-reviewed content and that are popular among registered reps at independent BDs.  Our weekly investment commentaries, which are FINRA-reviewed, are based on thought leaders like Fritz Meyer and Dr. Craig Israeslsen as well as tax guru Bob Keebler. If you have a local list of potential clients and referral sources, this week was marketing gold. 


Click on the image below for more info and A4A members can access a 23-minute video of Bob Keebler talking about the SECURE Act year end tax tactics and 2020 opportunities.  


For a demo of our content market platform for financial professionals, contact us today. 




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