Thank you for attending my November 2020 presentation for FPA of Central Ohio!
Presentation Materials
Click the links/images below to download a copy of the presentation materials:
Further Reading Materials:
- Price Saliency, Value Saliency, And Getting Paid For Shadow Work
- The Importance Of Creating Small Financial Planning Goals
- Using Social Proof To Help Clients Make Better Financial Planning Decisions
- Why Discretionary See-Through Trusts May Require Reform After The SECURE Act’s 10-Year Rule
- Restructuring Conduit Trust Beneficiaries Of Retirement Accounts To Avoid The SECURE Act’s 10-Year Rule
- The (Partial) Death Of The Stretch IRA: How The SECURE Act Impacts Inherited Retirement Accounts
- Strategies To Mitigate The (Partial) Death Of The Stretch IRA
- How Required Minimum Distribution (RMD) Changes Under The SECURE Act Impact Retirement Accounts
- SECURE Act And Tax Extenders Creates Retirement Planning Opportunities And Challenges
