Thanks so much for coming to my presentations for the MNCPA 2018 Estate & Personal Financial Planning Conference!
Further Reading Materials:
- What Returns Are Safe Withdrawal Rates REALLY Based Upon?
- The Impact of Taxes on the Safe Withdrawal Rate
- The Impact of Investment Costs on Safe Withdrawal Rates
- Adjusting Safe Withdrawal Rates to the Retiree's Time Horizon
- Valuation-Based Tactical Asset Allocation in Retirement and the Impact of Market Valuation on Declining and Rising Equity Glidepaths
- March 2012 Newsletter - 20 Years of Safe Withdrawal Rate Research
- Is a Reverse Mortgage Better Than Keeping a Traditional Amortizing Mortgage in Retirement?
- November-December 2014 Newsletter - Qualifying a Trust as the Designated Beneficiary of a Stretch IRA
- Qualifying A “See-Through” Trust As An IRA Designated Beneficiary – Conduit Or Accumulation?
- Congress Fires Warning Shot At Stretch IRAs, Threatens 5-Year Rule For All
- Eliminating Small RMDs and Killing the Backdoor Roth - Key Retirement Proposals Under President Obama's FY2016 Budget
- What Comes After CFP Certification? Finding Your Niche Or Specialization With Post-CFP Designations
- Retainer Fees Vs The AUM Model – Red Ocean Differentiator Or Blue Ocean Opportunity?
- Forget The TAMP – It’s Time For The Turnkey Financial Planning Platform (TFPP)
- Real-Time Collaborative Financial Planning And The Evolving Role Of The Financial Advisor