Keebler On Retirement Income Planning Gets 4.8 Stars

Robert Keebler, one of the nation's leading educators of lawyers and accountants, explains tax-efficient strategies investment advisors must know to advise clients on retirement income planning. Keebler earned an impressive 4.8 star-rating from attendees, one of his highest ratings since he began providing professional education for financial advisors on Advisors4Advisors over four years ago. When you see a product on Amazon with a 4.8 star-rating, you can be fairly confident in buying it....

Will Actuarial Guideline YY Improve Indexed Universal Life?

Indexed universal life (IUL) is a type of cash value life insurance that has flexible premiums, itemized policy charges and a credited interest rate that is based on the performance of an index such as the S&P 500. Its market share has grown from almost nothing a decade ago to about 20% in 2014, with new premiums of about $1.6 billion. This growth has come at the expense of no-lapse universal life and non-indexed, nonguaranteed universal life.   The growing IUL sales have been...

New Fiduciary Rules For Retirement Plan Advisors

 After years of struggling with this issue, it appears that the Department of Labor has come up with its "final" version of fiduciary requirements for advisors to retirement plans. Simply put, the rules require the advisor to put the clients' best interests first. This seems straightforward, but there are a lot of exceptions that will leave the door open to commission-chasing "advisors."

I Am A Fiduciary And I Am Ready To Serve Retirement Investors

The Secretary of Labor has been tasked with updating regulations to require fiduciary standards for those who provide advice or investments to retirement plans or those saving for retirement. The fiduciary standard - putting the clients' interests first - does not currently apply to stockbrokers and other financial salespeople who are not Registered Investment Advisors.    

Knock Out The Competition With Tax-Efficient Investing Automation

With tax rates rising and investment advice commoditized by robo-advisors, financial professionals can deal a knockout blow to competitors by systematically delivering investment advice across their entire client base utilizing Web applications to harvest gains and losses, rebalance and optimize positions for location.   Advisors who offer this kind of high-tech, high-touch tax-wise investment advice will dodge roboadvisors and less ambitious advisors. It’s a natural strength for...

What Is the After-tax Rate of Return on a Tax-deferred Investment?

Suppose you have a deferred annuity with a pre-tax value of $100 and a cost basis of $60. And suppose the pre-tax rate of return is 10%, and your tax rate is 30%. What is the one-year after-tax rate of return?

A Quick Tour Of, An Authority On Incentive Compensation

It's tax time and, even if you do not have a single client who is compensated with stock, you better be able to speak with prospects about equity compensation, restricted stock and stock options. If you're a fiduciary managing other people's money, you need to be familiar with this topic. You don't need to be fluent, but you ought to know enough to have an intelligent conversation. Why? If you're at a cocktail party, you could find yourself talking to a senior manager at a publicly held...

Helping Your Clients Spend Money

Clients look to us to help them save money and accumulate wealth. As long as they take our advice, we're pretty good at that. But what happens when they reach the point of having plenty? 

Goal Or Financial Decision?

I've been asked some puzzling questions during my career. Most of these fall into a category that I call "goal or financial decision." Once, when I volunteered for a financial planning hotline, I was asked if it was better financially to buy a house or have a baby! I was flabbergasted. My inner voice wanted to answer, "If you're asking that question, you should never have kids." I opted for the professional response, saying "It all depends on your personal goals and...

Is Our Tax System Fair?

The media seems to cover income tax issues on an ongoing basis. Many advisors are not CPAs, so explaining concepts to clients can be quite challenging at times.  One of the most controversial topics centers on “regressive” vs. “progressive” tax structures.  So what do these terms mean? Understanding the definitions are important to forming an opinion about how to create a “fair” tax system.  

Protecting The Innocent

I've written about the "evils of annuities" before. What is amazing to me is that annuity-pushers are still ripping people off and getting away with it! Here's a case in point. A friend of mine emailed me that her parents were talked into buying an annuity. They were invited to a "free" steak dinner by a "financial planner" to listen to an "educational" presentation. (The quotation marks are intentional. The sentence should read: They were enticed into...

Receive Two Continuing Education Credits For Today’s Webinar, "75 Ways To Generate Tax-Alpha (Part 1)" by Bob Keebler -- Plus Big Discounts On Bob's Tax Aides For Advisors

Bob Keebler at 4 p.m. ET today delivered the first installment of a two-part webinar program, entitled, “75 Ways To Generate Tax-Alpha.” Replaying the special 100-minute session will give you twice as much CPE as our usual one-hour sessions, and Part 2 will also be a two-credit session and Part 3. In addition, attendees at today’s webinar will receive big discounts on the following tax tools for professionals from Keebler Tax & Wealth Education: The Advisor's...

If You're An Advisor In Maryland: Tell Your Clients That Living Longer Could Make Their Heirs Wealthier

The good news for UHNWIs residing in Maryland is that the longer they live, the wealthier their heirs will be. The bad news is that if they die within the next four years, their heirs may have to pay state estate taxes.    On May 15, 2014, Governor Martin O'Malley signed into law a bipartisan bill "recoupling" Maryland state and federal estate taxes over the course of the next five years.

How To Use Behavioral Finance Techniques To Generate “Advisor Alpha” In Financial Planning Relationships

Scott Burns and Uri Pomerantz, who have designed an app to help financial advice professionals capture the three-percentage points of return annually squandered by consumers on common behavioral finance mistakes, spoke yesterday at an A4A continuing professional education webinar entitled, Applying Behavioral Finance Research To Mass-Affluent Financial Planning Engagements.


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