2017 Year-End Tax Planning Guidance For Investment Advisors

As always, Bob knows his stuff but goes way too fast for a relatively newbie advisor to absorb it. I've been listening to him for a couple of years and it's getting better, but there's a LOT he assumes his audience knows that not all of us do. e.g. the multiple roth conversion strategy--I've heard Michael Kitces explain that a few times so it makes sense but Bob just glosses over and assumes that if he says it we all get it

moved a little slow but it was good

very good