Thanks so much for coming to my presentation for the Buckingham & BAM Alliance 2015 Advisor Training!
Presentation Materials
Click the links/images below to download a copy of the presentation materials:
Further Reading/Materials
IRS Notice 2014-54 Acquiesces on Splitting After-Tax 401(k) Contributions for Roth Conversion
Why the Phase-Out of Itemized Deductions Should Not Discourage Charitable Giving