Why Bonus FIAs to “Pay the Tax” on Roth Conversions are a Failure (White Paper)
To download my 14-page White Paper detailing specifically why using a 20% bonus FIA (Fixed Indexed Annuity) to “pay the…
Financial News
Why Bonus FIAs to “Pay the Tax” on Roth Conversions are a Failure (White Paper)
To download my 14-page White Paper detailing specifically why using a 20%…
OnPointe Launches AI tool to Import Brokerage Acct Statements into Risk Program
If you are using Risk Tolerance software, you know that the MOST…
Why Tax-Deferred 401(k)s are Better than Roths for Most Clients
It seems that Roth conversions and funding Roth 401(k)s instead of tax-deferred…
15-Question Disability Insurance Quiz and 26-Page Educational Download
To take the 15-question DI quiz, click on the following: https://advisorshare.com/di-geek-advisor-quiz Thank…
Making Changes
When and if the RIA you work under is sold someday for tens if not hundreds of millions of dollars…your payout from the sale is ZERO!
Must Read
Download the Peak Boomers Impact Study
To download this study (with great info), click on the following link: https://advisorshare.com/peak-boomers-impact-study This week I read from a few publications about…
Dramatically Improve Guaranteed Income on Qualified Funds
Webinar—Thursday, October 31st at 1:00 p.m. EDT If you missed last week’s newsletter, click on the following to sign up…
