Thanks so much for attending my presentations for the 2017 FPA Central Virginia Financial Planning Forum!
Further Reading Materials:
- Marginal Tax-Rate Chart for 2017
- 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
- The Salience of Financial Planning Fees - It's Not Just About How Much You Charge, But How You Charge
- Price Saliency, Value Saliency, and Getting Paid For Shadow Work