Thanks so much for attending my presentations for the Personal Financial Planning Conference for PICPA!
Further Reading Materials:
- Understanding The True Impact Of A Single Premium Immediate Annuity On Retirement Income Sustainability
- July/August 2014 issue of The Kitces Report on "Understanding the Longevity Annuity and its Potential Role in Retirement Income"
- Marginal Tax-Rate Chart for 2016
- Understanding the New Once-Per-Year 60-Day Rollover Rules for IRAs and the Exclusion for Trustee-to-Trustee Transfers
- IRS Notice 2014-54 Acquiesces on Splitting After-Tax 401(k) Contributions for Roth Conversion
- Understanding the Mechanics of the 0% Long-Term Capital Gains Tax Rate: How to Harvest Capital Gains for a Free Step-Up in Basis!
- Why The Phase-Out of Itemized Deductions Should Not Discourage Charitable Giving