OnPointe’s AI Assistant Goes LIVE with the Industry’s 1st Real Portfolio Optimizer
Otto is OnPointe’s NEW AI assistant, and it will blow your mind! Otto’s first use is in our OnPointe Risk…
Financial News
OnPointe’s AI Assistant Goes LIVE with the Industry’s 1st Real Portfolio Optimizer
Otto is OnPointe’s NEW AI assistant, and it will blow your mind!…
Liquidate & Leverage (L&L)—A Roth Conversion Alternative
To download a 7-page consumer educational piece on L&L, click on the…
Bonus Annuities to Pay Taxes on Roth Conversions is Still a Failure & Deceitful
It’s been just over a year since I ran my newsletter WARNING…
Beneficiary Deemed Owner Trusts (BDOTs)…An Unknown but Useful Tool
My goal in this business is to help advisors give better advice…
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
Cash Out DSTs (a unique twist to 1031 exchanges for real estate)
Webinar—October 2nd at 1:00 PM EST To sign up for the webinar to learn how clients can get cash in…
Certified Roth Conversion Specialist™ Designation Officially Launches!
This has been nearly two years in the making, but it’s finally here! To learn about the Certified Roth Conversion…
