2019 Year-End Tax Planning Guidance For Investment Advisers
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Bob, thanks for offering to put on a webinar updating the SECURE ACT. That is obviously going to be a critically important law for virtually all high net worth clients of advisors. And thank you for today's review and planning guidance summary for 2019 and future years. Yes, the concepts of Roth IRA conversions and bracket management are going to be key going forward, along with life insurance and ILITs.
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great
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