Wanted: Smart Strategies for Wealthy’s Steeper Tax Landscape
Not since Jimmy Carter’s presidency have the very well-off been subject to such high tax liability. The increases are permanent.
Here’s Your Lead Generation Machine
Here’s a storyboard you’ll love: Investor checks out financial advisor online and likes what he sees. Investor hires financial advisor.
Big Boost to 401(k) Roth Conversions in Fiscal Cliff Deal
The last-minute deal by Congress to avoid the fiscal cliff contains a new option for workers saving for retirement.
Is the Advisor Succession Crisis Just a Mirage? The Implications
The advisor retirement wave may not be nearly as large as anticipated. A look at exit strategies for advisors, including some alternatives.
What to Do About New Medicare Taxes: Kitces at FPA Conference
Michael Kitces, Pinnacle Advisory Group’s managing director of research, took the stage at FPA Experience 2012 on Monday in San Antonio to warn advisors of impending Medicare tax hikes.
Five Good Questions for Michael Kitces of Pinnacle
The portfolio expert shares his views on wealth management, the 4% rule and a variety of other financial-planning hot topics.
Six Conversations With Clients You Need to Have
To be a successful financial advisor, you must have the diagnostic acuity of a physician, the perspicacity of an investigative reporter, the problem-solving skills of a psychologist — and, oh yes, the expertise to recommend appropriate investments.
How to Get the Most Out of Social Security Planning for Couples: Michael Kitces
Couples can get more out of their Social Security benefits by timing which spouse files first and ensuring that the higher earner delays benefits until age 70, says CFP Michael Kitces.
Michael Kitces: The 2012 IA 25 Extended Profile
One of the original founders of NextGen, 34-year-old Michael Kitces not only holds a bevy of financial planning credentials, but the third edition of the book he co-authored, “The Advisor Guide to Annuities,” is due out in May.
The 2012 IA 25
Some people ride a wave and some people, like the honorees of the 10th annual IA 25, create a wave.