BAM Alliance 2015 – Presentation Handout Materials & Supporting Information

Thanks so much for coming to my presentation for the BAM Alliance October 2015 Symposium!

Presentation Materials

Click the links/images below to download a copy of the presentation materials:

Further Reading/Materials:

Understanding the True Impact of Single Premium Immediate Annuities on Retirement Income Sustainability

July/August 2014 issue of The Kitces Report on "Understanding the Longevity Annuity and its Potential Role in Retirement Income"

Marginal Tax-Rate Chart for 2015

Understanding the New Once-Per-Year 60-Day Rollover Rules for IRAs and the Exclusion for Trustee-to-Trustee Transfers

IRS Notice 2014-54 Acquiesces on Splitting After-Tax 401(k) Contributions for Roth Conversion

Understanding the Mechanics of the 0% Long-Term Capital Gains Tax Rate: How to Harvest Capital Gains for a Free Step-Up in Basis!

Why The Phase-Out of Itemized Deductions Should Not Discourage Charitable Giving