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.

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    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 March 28, 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

    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 February 12, 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

    Net Investment Income Chart

    Overview Chart from Bob Keebler on Understanding the Net Investment Income Tax.
    Published on January 27, 2014

    Medicare Surtax Checklist - Individuals

    Tools Updated Medicare Surtax Checklist for Individuals.
    Published on January 27, 2014

    IRA Distribution Flowchart

    Overview Bob Keebler has shared this flowchart with PFP members to highlight traditional IRA distribution considerations
    Published on January 21, 2014

    Safe Withdrawal Rates

    Overview These resources will help CPA financial planners understand factors to be considered in the decision-making process with clients.
    Published on October 07, 2013

    Reverse Mortgage Landscape

    Overview Articles: The Kitces Report:  Evaluating Reverse Mortgage Strategies The Kitces Report:  A Fresh Look at the Reverse Mortgage Webcast: Taking a Fresh Look at Reverse Mortgages Podcast: Taking a Fresh Look at R
    Published on October 07, 2013

    Long-Term Care Insurance Resources

    Overview These resources will help CPA financial planners understand factors to be considered in the long-term care insurance process.
    Published on October 07, 2013

    2013 The Health Care Surtax

    Tools Informative chart from Bob Keebler on the 2013 Healthcare Surtax.
    Published on July 22, 2013

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