Experience Annual Conference from Your Desktop
A brand new virtual companion to FPA Experience 2013 will enable you to access live streaming and recorded sessions, download conference materials, and interact with exhibitors, online attendees, and selected presenters. Learn more at FPAExperience.org.
Avoiding an Unpleasant Surprise
The Journal’s tax planning coverage continues online with an article by Susan Mitcheltree, CFP®, who says tax year 2013 may usher in a surprise for clients. If your high tax bracket clients harvested capital gains in 2012, you may need to have some frank conversations.
Wade Pfau on Retirement Income Planning
This month’s 10 Questions interviewee, Wade Pfau, tells the Journal what he thinks are the biggest mistakes clients and planners make when doing retirement income planning.
Listen to the podcast here.
FPA Experience 2013
Follow the annual conference action on Twitter using hashtag #FPAExperience.
Are You Using IRA Charitable Giving Appropriately?
Financial adviser Scott A. Michalek says gifting from an IRA is a great strategy … for some clients.