Review Detail

Excellent summary of variety of tax and financial planning tools and strategies for advisors. I appreciate Bob spending so much time on the concept of using life insurance and Roth conversions for large IRAs and asset protection (from taxes mainly). All of these techniques are applicable to most advisors with high-net worth clients and therefore should be emphasized in these webinars (and they are). Thank you for educating the A4A membership so thoroughly with these concepts.