To download a 7-page consumer educational piece on L&L, click on the following link (this piece compares passing a tax-deferred IRA to the heirs, a Roth IRA, or tax-free dollars from L&L): https://advisorshare.com/l-and-l Legacy Planning For years, retirees have been
Liquidate & Leverage (L&L)—A Roth Conversion Alternative Read More »
It’s been just over a year since I ran my newsletter WARNING advisors NOT to use bonus annuities to “pay the tax” on Roth IRA conversions. While I’m not going to re-explain the full concept here, in short, an advisor
Bonus Annuities to Pay Taxes on Roth Conversions is Still a Failure & Deceitful Read More »
My goal in this business is to help advisors give better advice to clients on different topics. While estate planning is one of them, I’m a bit embarrassed to say that until recently I was not familiar with BDOTs. I’m
Beneficiary Deemed Owner Trusts (BDOTs)…An Unknown but Useful Tool Read More »
If you haven’t noticed, recently I’ve been calling out “self-anointed” Roth conversion guru Craig Wear. Craig is one of the most prolific marketers to IRA millionaires (including your clients!). Why is this bad? The simple answer is that many of
Craig Wear and Others Need to Stop Fearmongering Taxes on Roth Conversions Read More »
After doing hundreds of OnPointe Risk Analyzer software demos, the number of advisors who knew what the Calmar Ratio was before the demo still sits at ZERO! I find that amazing. Both metrics measure the “risk-adjusted return” of an investment.
Sharpe Ratio vs. Calmar Ratio (which one is better?) Read More »
If this tool doesn’t blow your mind, please reach out to me and tell me why. What is a portfolio optimizer? Well, let’s start by defining what portfolio optimization is: It’s when a firm reviews its investment models, looks at
AI Portfolio Optimizer Launches in 2 Weeks—The Sneak Preview Will Blow Your Mind Read More »
499 CPAs signed up, and over 350 showed up live! Last week, I did a webinar on long-term care tools with an emphasis on the NEW and exclusive Immediate Care Annuity. 499 signed up, and amazingly, 358 showed up live
Watch My CPE Educational Video on LTC and the NEW Income Care Gap Product Read More »
If you missed recent newsletters about TacticalMind AI™ (https://tacticalmind.ai), you didn’t hear about the most exciting investment tool I’ve seen since I got into the industry 25 years ago. AI isn’t going to solve all problems, but with investing, AI
TacticalMind AI August Market Outlook and July Model Returns Read More »
