Join us at the March Kitces Monthly Webinar and learn from expert guest Michael Finke, Ph.D., and learn about strategies advisors can use to optimize their clients’ net investment returns as well as rules of thumb that can be used to explain these concepts to clients, whether they are still in their working years or are already retired.
In this webinar, advisors will learn:
- How to build an investing strategy that funds a spending goal with the highest net return for a given level of risk
- How to take advantage of asset location strategies to improve clients’ net investment returns
- Tax-friendly asset liquidation strategies for clients with a variety of taxable and tax-sheltered accounts
