Thanks so much for attending my presentation for the 33rd Annual State Conference for FPA Connecticut Valley!
Further Reading Materials:
- Advisor’s Guide To DoL Fiduciary And The New Best Interests Contract (BIC) Requirement
- Should Advisors Ditch Their Broker-Dealers In Light Of DoL Fiduciary?
- Why The DoL Fiduciary Rule Won’t Kill Annuities, It Will Make Them Stronger!
- 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