MNCPA 2015 – Presentation Handout Materials & Supporting Information

Thanks so much for coming to my presentation for the MNCPA 2015 Conference!

Presentation Materials

Click the links/images below to download a copy of the presentation materials:

Further Reading/Materials

Understanding of True Impact of Single Premium Immediate Annuities on Retirement Income Sustainability

July/August 2014 Newsletter - Understanding the Longevity Annuity and its Potential Role in Retirement Income

How the "Annuities Should NEVER Go In An IRA" Rule Has Become A Myth

Owning Deferred Annuities in Trusts and Preserving Tax-Deferral Treatment

IRS Opens Door in PLR 201330016 For 1035 Exchange By Beneficiary Of Fixed An Variable Inherited Annuities 

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