Advisor Lessons

How to Get Contributions of $63,500 into a 401(k) in 2020

You probably have a few super saver clients who are already maxing out their 401(k)s and IRAs but would like to save even more. In this video, we are going to discuss how certain 401(k) participants can save much more in their 401(k) plan if certain features are...

Using the Rule of 300 to Motivate Clients

You want clients motivated about their financial future. Unfortunately, some may have a difficult time prioritizing goals in the distant future. The Rule of 300 is a simple way to put goals into a present perspective. In this video, we will discuss how this simple...

SECURE Act – Going Part-Time Part 1

The SECURE Act will affect clients that choose to go part-time rather than retire. The changes will be a mixed bag for those that can retire but choose to keep working. In this video, we will look at the opportunities and challenges with these new rules. We will...

Roth Conversions

Does it make sense to pay taxes now in order to avoid them in retirement? It depends. In this...

How to Get Contributions of $63,500 into a 401(k) in 2020

How to Get Contributions of $63,500 into a 401(k) in 2020

You probably have a few super saver clients who are already maxing out their 401(k)s and IRAs but would like to save even more. In this video, we are going to discuss how certain 401(k) participants can save much more in their 401(k) plan if certain features are...

Using the Rule of 300 to Motivate Clients

Using the Rule of 300 to Motivate Clients

You want clients motivated about their financial future. Unfortunately, some may have a difficult time prioritizing goals in the distant future. The Rule of 300 is a simple way to put goals into a present perspective. In this video, we will discuss how this simple...

SECURE Act – Going Part-Time Part 1

SECURE Act – Going Part-Time Part 1

The SECURE Act will affect clients that choose to go part-time rather than retire. The changes will be a mixed bag for those that can retire but choose to keep working. In this video, we will look at the opportunities and challenges with these new rules. We will...

SECURE Act – Is the 10-Year Rule All That Bad?

SECURE Act – Is the 10-Year Rule All That Bad?

One of the most important changes under the SECURE Act is that non-spouse beneficiaries must distribute all assets from an inherited IRA within 10 years. In this video, we will look at some ways that clients who inherit IRAs may be able to take advantage of these new...

Dealing with Capital Gains at Year End

Dealing with Capital Gains at Year End

Non-qualified accounts can be a frustrating experience for clients trying to invest and defer taxes. In this video we will discuss some ways to think about long term capital gains at year end. We will discuss: Why you would...

Roth Conversions

Roth Conversions

Does it make sense to pay taxes now in order to avoid them in retirement? It depends. In this video, we will discuss the reasons why a Roth conversion may or may not make sense. To do this right you need to consider: Saving Money and/or Additional FlexibilityPresent...