Advice

Fritz Meyer And Bob Keebler Post-Election Guidance To Advisors

Category: Advice
Written by Advisor Dashboard
Fritz Meyer and Bob Keebler delivered a post-election analysis at a hastily-scheduled webinar on Advisors4Advisors the day after the election of Donald J. Trump as the next U.S. President. Keebler, a CPA who has educated legal and accounting professionals for three decades, opens this timely webinar by speaking about the expected direction of the new administration’s tax policy, offering about a 10-minute slide presentation reviewing Trump’s public pronouncements on tax law changes and the...
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How Savings Affects Retirement Portfoilio In Accumulation And Withdrawal Phases

Category: Advice
Written by Advisor Dashboard
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… Zeroing in on how your clients' savings rate will influence their portfolio's risk. It makes clients choose to behave prudently and appreciate the...
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When Clients Are Their Own Worst Enemy

Category: Advice
Written by Advisor Dashboard
I was recently quoted in a FinancialPlanning.com 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, this unhappy circumstance occurs when clients are spending as much as or more than they earn.
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Avoiding The 60 Day Trap When Borrowing From An IRA

Category: Advice
Written by Advisor Dashboard
  Clients sometimes need cash temporarily and view their Individual Retirement Accounts (IRAs) as the perfect source. This can be a dangerous option unless they follow the 60-day rollover rule. Your client can borrow money from an IRA without paying tax as long as it’s paid back within 60 days. This resource can be a lifesaver when needed but there are two important caveats. They can only do this kind of transaction once every 12 months and they MUST repay the money within 60...
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Keebler Delivers Everything A Financial Advisor Needs To Know About Taxation Of Trusts And Estates

Category: Advice
Written by Advisor Dashboard
Billing a webinar as “Everything A Financial Advisor Needs To Know About Estate Planning And Trusts,” is audacious, but Robert Keebler delivers the goods. Keebler received a 4.8-star rating of the live session. Then, in a fast-paced and broad-ranging 15-minute Q&A, Keebler offer unvarnished analysis of the tax policy implications of the November 2016 Presidential election. Keebler says the estate tax exemption is likely to be lowered if Hillary is elected. As much as...
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More Articles ...

  1. IRAs, Death And Taxes Wins A 4.7-Star Rating
  2. Israelsen's New Way To Visualize The Risk Of Outliving A Portfolio Gets 4.9 Stars
  3. Some Nonprofits Mismanage Their Life Insurance Assets
  4. 6% Method: An Alternative To The 4% Rule

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