United Capital Q3 2015 – Presentation Handout Materials & Supporting Information

Thanks so much for attending my presentation for the United Capital Q3 2015 Webinar!

Presentation Materials

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

 

Further Reading/Materials:

Marginal Tax-Rate Chart for 2015

Understanding the New Once-Per-Year 60-Day Rollover Rules for IRAs and the Exclusion for Trustee-to-Trustee Transfers

IRS Notice 2014-54 Acquiesces on Splitting After-Tax 401(k) Contributions for Roth Conversion a Free Step-Up in Basis!

Why The Phase-Out of Itemized Deductions Should Not Discourage Charitable Giving