Thanks so much for attending my presentation for the FPA NENY March 2017 Meeting!
Further Reading Materials:
- "Future Of Financial Planning" Reading List
- Real-Time Collaborative Financial Planning and the Evolving Role of the Financial Advisor
- 3 Ways the Digital Age Will Change Financial Planning in the Next 10 Years
- Growing a Planning Firm in the Digital Age: The Rise of Inbound Marketing
- The Delivery of Financial Planning in the Digital Age
- Why Robo-Advisors Will Be No Threat to Real Advisors
- What Robo-Advisors Truly Threaten to Disrupt: Index ETFs and Mutual Funds, Smart Beta and Algorithmic Investing, Custodians and their Advisor FinTech Ecosystem
- Roth vs Traditional IRA: The Four Factors That Determine Which Is Best
- Why A Roth Conversion May Be A Bad Idea Even If Taxes Are Higher In The Future
- IRS Notice 2014-54 Acquiesces On Splitting After-Tax 401(k) Contributions For Roth Conversion
- When A Roth IRA May Actually Be A Terrible Asset To Inherit
- To Roth Or Not To Roth – May 2009 Issue of The Kitces Report
- Congress is Killing the File-and-Suspend and Restricted Application Social Security Strategies
- Navigating the Effective Date Deadlines for the New File-and-Suspend and Restricted Application Rules