FPA Southern Wisconsin 2015 – Presentation Handout Materials & Supporting Information

Thanks so much for coming to my presentation for the FPA Southern Wisconsin 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"

Asset Location: The New Wealth Management Value-Add For Optimal Portfolio Design?

The Emerging Next Generation of Variable Annuities - An Asset Location Tool?

Asset Location For Stocks In A Brokerage Account Versus IRA Depends On Time Horizon

January/February 2014 issue of The Kitces Report on "Exploring the Benefits of Asset Location"

March/April 2014 issue of The Kitces Report on "dvanced Asset Location Strategies"