Thanks so much for attending our presentations for the 2018 Schwab IMPACT Conference!
Further Reading Materials:
- 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
- The Section 199A Tax Benefits Of REITs Over Direct Real Estate Investments
- Financial Advisor (And Other Specified Services) Business Entity Choices To Maximize QBI Deductions
- Direct Real Estate Investing And Claiming The Section 199A Qualified Business Income (QBI) Deduction
- Proposed Regulations Refine Definitions For Specified Service Businesses Eligible For QBI Deduction
- QBI Deduction Strategies For High-Income Financial Advisors (And Other Small Business Owners)
- Understanding The New Pass-Through Business Deduction For Qualified Business Income
- Proactive Section 199A Deduction Strategies For Small Business Owners
- Rules For Calculating Required Minimum Distributions (RMDs) During Life
- Why The New Qualified Longevity Annuity Contract (QLAC) Regulations Don’t Mean Much For Retirement Income… Yet?
- Understanding Longevity Insurance – How A Longevity Annuity Fits Into A Retirement Income Portfolio
- Rules And Requirements For Doing A Qualified Charitable Distribution (QCD) From An IRA
- Spousal Rollover And Stretch Rules For Inherited Traditional And Roth IRAs