Thanks so much for coming to my presentation for the BAM Alliance October 2015 Symposium!
Click the links/images below to download a copy of the presentation materials:
Understanding the True Impact of Single Premium Immediate Annuities 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 2015
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