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Blogger Profile


Michael Kitces

Blog Info

Name:
Nerd's Eye View
Category:
Traditional Retirement
Tags:
Money, Early Retirement
Start Year:
2010

Blogger Bio

Location:
Virginia, United States
Age:
30s
Race:
White
Gender:
Male
Life stage:
DIK (Dual Income, Kids)
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Latest Blog Posts

Enjoy the current installment of “weekend reading for financial planners” – this week’s edition kicks off with the buzz that last-minute changes to the pass-through provisions of the proposed Republican tax plan could have a major impact on broker-dealers and RIAs, given that the version as written would have a substantial bias for independent broker-dealers overRead More... ...
Posted: Dec 15 2017 @ 3:57 PM
The conventional wisdom amongst financial advisors is that the best place to talk about advisory fees and minimums is face-to-face with prospective clients, who are told “Come in for an introductory meeting and ‘we’ll talk’ about the cost to work together.” Doing so allows the financial advisor the opportunity to explain the nature of whatRead More... ...
Posted: Dec 14 2017 @ 2:42 PM
A key aspect of proposed tax reforms, ever since President Trump was on the campaign trail, was the possibility of reducing the tax rate on pass-through business entities like S corporations, LLCs, and partnerships. To some, the tax break was intended as an incentive for small business growth. For others, it was viewed as aRead More... ...
Posted: Dec 13 2017 @ 8:01 AM
Welcome, everyone! Welcome to the 50th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Tracy Beckes. Tracy runs an eponymous financial advisor coaching firm, and in fact was one of the very first coaches to specialize in working with financial advisors nearly 20 years ago. What’s fascinating about Tracy, though, isRead More... ...
Posted: Dec 12 2017 @ 8:01 AM
While the accelerating pace of technological change has many industries buzzing about the risk of disruption – including the world of financial advice – in practice, many forecasted disruptions never come to pass. Sometimes, it’s because the new “innovation” isn’t really all that much better than the status quo – at least, not better-enough toRead More... ...
Posted: Dec 11 2017 @ 8:01 AM
Enjoy the current installment of “weekend reading for financial planners” – this week’s edition kicks off with the “leaked” announcement that Merrill Lynch isn’t “currently” making plans to leave the Broker Protocol, while avoiding making any official statement that would foreclose on their ability to leave next year, even as rumblings begin that Wells Fargo mightRead More... ...
Posted: Dec 08 2017 @ 3:57 PM
Enjoy the current installment of “weekend reading for financial planners” – this week’s edition kicks off with the “leaked” announcement that Merrill Lynch isn’t “currently” making plans to leave the Broker Protocol, while avoiding making any official statement that would foreclose on their ability to leave next year, even as rumblings begin that Wells Fargo mightRead More... ...
Posted: Dec 08 2017 @ 3:57 PM
The competition for getting a financial advisor’s attention has never been fiercer… which in recent years has led to an explosion of increasingly aggressive wholesaler efforts to try to get in front of advisors, especially in the RIA channel. The volume of inquiries has risen so much, most advisors don’t even have the time toRead More... ...
Posted: Dec 07 2017 @ 1:32 PM
The competition for getting a financial advisor’s attention has never been fiercer… which in recent years has led to an explosion of increasingly aggressive wholesaler efforts to try to get in front of advisors, especially in the RIA channel. The volume of inquiries has risen so much, most advisors don’t even have the time toRead More... ...
Posted: Dec 07 2017 @ 1:32 PM
The benefit of contributing to pre-tax retirement accounts like IRAs and 401(k) plans is the opportunity to receive an upfront tax deduction, and enjoy the growth that remains tax-deferred as long as the investments remain in the retirement account. For those accumulating towards retirement, this provides additional tax-deferred compounding growth that can help bridge the gapRead More... ...
Posted: Dec 06 2017 @ 8:01 AM

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