Review Detail

Bob really outdid himself today with one of the most thorough analyses of the new (or potentially new) tax regime in Washington. The detailed discussion of the reasons and mechanics behind Roth conversions was really superb. Also true of the life insurance discussion. Bob is demonstrating that if advisors can work with an ethical and highly experience insurance professional, great things can happen with some of these wealthy clients. Slides today were excellent all around. Thx.