Retirement Planning

    Retirement Planning 

     

     

    Everyone has some idea of how they would like to spend their retirement years. While no one can guarantee the dream of a comfortable retirement, you can help your clients to evaluate and select those strategies designed to provide for their intended retirement lifestyle.

    Whether your clients are planning to travel, relocate, pursue hobbies or start a second business, you can help them take the steps to make those dreams a reality. Find out more about the retirement planning services you can offer to provide peace of mind for your clients.

    Open Hide documents in this section

    Page  1 2 3
    Showing results 1 - 15 of 31
    Order by:


    Retirement Planning

    Overview Learn about the retirement planning services you can offer to provide peace of mind for your clients.  Help your clients evaluate and select strategies that are the best fit.
    Published on July 14, 2014

    Guidance on Roth IRA Conversions

    Guidance Take advantage of the many Roth IRA resources assembled here to assist in proper planning for your clients.
    Published on May 22, 2014

    Reverse Mortgage Landscape

    Overview Articles, webcasts and podcasts on reverse mortgage landscape.
    Published on May 21, 2014

    AMT on Roth Conversions

    Tools Bob Keebler has shared this calculator with PFP members to help demonstrate the AMT impact of Roth conversions.
    Published on May 16, 2014

    2013 The Roth Conversion Decision

    Tools This chart from Bob Keebler will walk you through whether your client should convert to a Roth IRA, as well as important tax, financial, estate and asset protection considerations.
    Published on May 16, 2014

    2012 The Roth Conversion Decision - Letter

    Tools This chart from Bob Keebler will walk you through whether your client should convert to a Roth IRA, as well as important tax, financial, estate and asset protection considerations.
    Published on May 16, 2014

    2010 The Roth Conversion Decision - Legal Locked

    Tools This chart from Bob Keebler will walk you through whether your client should convert to a Roth IRA, as well as important tax, financial, estate and asset protection considerations.
    Published on May 16, 2014

    2011 Health Care Surtax Chart - Legal

    Tools Informative chart from Bob Keebler. (Legal size)
    Published on May 16, 2014

    2011 Health Care Surtax Chart - Letter

    Tools Informative chart from Bob Keebler on the Medicare Surtax. (Letter size)
    Published on May 16, 2014

    The Simple Roth Conversion Calculator

    Tools This calculator is meant to assist the advisor in determining whether performing a basic Roth conversion is an appropriate choice for a given client.
    Published on March 28, 2014

    Applying the 3.8% Surtax Chart

    Tools The following chart from Bob Keebler to individuals, charitable remainder trusts, and charitable lead trusts.
    Published on February 03, 2014

    2013 The Roth Conversion Decision

    Tools This chart from Bob Keebler will walk you through whether your client should convert to a Roth IRA, as well as important tax, financial, estate and asset protection considerations.
    Published on February 03, 2014

    Roth Quadrants Reference Chart

    Tools This handy, informative chart from Bob Keebler covers 8 aspects of Roth IRAs.
    Published on February 03, 2014

    Roth IRA Distribution Flowchart

    Tools Bob Keebler has shared this flowchart with PFP members to highlight Roth IRA distribution considerations.
    Published on February 03, 2014

    Tax-Efficient Draw Down Strategies

    Tools This chart from Bob Keebler covers key draw-down concepts, strategies, asset classes, and more in an easy-to-reference matrix.
    Published on February 03, 2014

    Page  1 2 3
    Showing results 1 – 15 of 31
    Show Results per page
    Copyright © 2006-2014 American Institute of CPAs.