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...

Year End Bonus

Some of your clients may be receiving year end bonuses this year and hopefully have decided to...

Capital Gains Tax Trap

Long term capital gains offer lower tax rates but can inadvertently cost some middle income...

Year End Bonus

Year End Bonus

Some of your clients may be receiving year end bonuses this year and hopefully have decided to save at least part of it. In this video, we are going to look at a common question of shoring up an emergency fund vs investing for the long term and discuss an approach...

Capital Gains Tax Trap

Capital Gains Tax Trap

Long term capital gains offer lower tax rates but can inadvertently cost some middle income clients additional taxes. In this video, we will discuss how the tax trap works and ways to possibly avoid or minimize it. We will discuss: How to use the Tax Clarity software...