Reviews written by williamc916

43 results - showing 1 - 25  
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Roth Conversion Considerations; Robert Keebler
Webinars
williamc916williamc916   April 13, 2022
10
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excellent as alaways

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IRS Notice 2022-6 Sharply Hikes Distributions From Qualified Plans Pre-59½, Robert Keebler's February Webinar
Webinars
williamc916williamc916   February 16, 2022
10
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Top Tax And Financial Planning Ideas For 2022, Robert Keebler's January 2022 CE Class
Webinars
williamc916williamc916   January 12, 2022
9.0
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Inflation Risk, Fed Policy, Amid A Boom; Fritz Meyer's Monthly CE Class, January 2022
Webinars
williamc916williamc916   January 10, 2022
10
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Omicron And Inflation Amid A Boom, Fritz Meyer Economic Update, Dec. 2021
Webinars
williamc916williamc916   December 12, 2021
10
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Year End Tax Planning For The Other 99%
Webinars
williamc916williamc916   October 20, 2021
10
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2021 Year-End Tax Planning Strategies
Webinars
williamc916williamc916   September 22, 2021
10
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New Rules For RIAs On Testimonials, Performance Advertisements, And Marketing
Webinars
williamc916williamc916   January 12, 2021
10
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2021 Outlook, CE For Financial Professionals Only
Webinars
williamc916williamc916   January 11, 2021
9.0
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The Shape Of The Recovery; Fritz Meyer, November 2020
Webinars
williamc916williamc916   November 09, 2020
10
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Investment Economics In The Covid Crisis; Fritz Meyer, September 2020 CE
Webinars
williamc916williamc916   September 07, 2020
10
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With Covid-Crisis Recession Ending Now, What's Ahead?
Webinars
williamc916williamc916   August 10, 2020
10
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great stuff from Fritz

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The New Math Driving 2020 Roth Conversions
Webinars
williamc916williamc916   July 08, 2020
10
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Excellent

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Coronavirus Financial Economic News For Advisors From Fritz Meyer
Webinars
williamc916williamc916   June 08, 2020
10
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Great Webinar!

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Fritz Meyer Quarterly Economic Update, April 2020 (One Credit)
Webinars
williamc916williamc916   April 13, 2020
9.0
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Tax Planning After The Covid-19 Crash And Recovery Bill
Webinars
williamc916williamc916   April 01, 2020
10
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excellent presentation

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Best Financial & Tax Planning Ideas For 2019
Webinars
williamc916williamc916   January 21, 2019
5.0
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Advanced Planning With Roth IRAs
Webinars
williamc916williamc916   December 12, 2018
5.0
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Excellent

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Maximizing The New 20% Deduction On Pass-Throughs
Webinars
williamc916williamc916   March 28, 2018
5.0
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How The New Tax Law Affects Year-End Planning
Webinars
williamc916williamc916   November 01, 2017
(Updated: November 01, 2017)
5.0
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IRAs And Roth IRAs After A Client Dies
Webinars
williamc916williamc916   March 23, 2017
(Updated: March 23, 2017)
5.0
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Very well done

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RMDs And Retirement Portfolio Survival, Part Two
Webinars
williamc916williamc916   March 15, 2017
(Updated: March 15, 2017)
5.0
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Excellent information about the RMD withdrawal method

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Tax-Efficient Retirement Income And Portfolio Drawdown Techniques
Webinars
williamc916williamc916   June 28, 2016
(Updated: June 28, 2016)
5.0
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A Simple New Approach To Retirement Income Planning
Webinars
williamc916williamc916   May 12, 2016
(Updated: May 12, 2016)
5.0
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IRAs, Roth IRAs And Investment Advisors
Webinars
williamc916williamc916   June 01, 2015
(Updated: June 01, 2015)
5.0
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43 results - showing 1 - 25  
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