Maximum 24.5 Percent Tax Bracket for Large Conversions
Sponsored by Jagen™ Investments, LLC
Do you think clients have to pay income tax on large ($500K++) Roth IRA conversions at the top marginal tax rates? Think again.
Factoring As An Alternative Investment Option for Retirement Accounts
Sponsored by Equity Trust
Advisors are discovering factoring is more than an alternative financing tool for business clients. It can be an attractive alternative investment option for clients when rebalancing and diversifying their portfolios.
New for 2010: The Keir Personal Financial Specialist Credential Exam Review Course
Obtain your PFS credential! Prepare for the November 2010 PFS Exam with a 32.5 hour CPE self-study course covering estate, retirement, tax, investment, and insurance planning. Discounts are available. Order at CPA2Biz website. For more information, go to aicpa.org/pfp/pfs.