Reviews written by pennsygurl

14 results - showing 1 - 14  
 
 
Coronavirus Tax Relief: New Rules For Tapping Retirement Plans And IRAs
Webinars
pennsygurlpennsygurl   May 20, 2020
9.0
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I would have like more time spent on the changes rather than the last half being a review of older material (that's fine, I just thought from the title there...

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Tax And Estate Planning For IRAs After The SECURE Act
Webinars
pennsygurlpennsygurl   January 08, 2020
9.0
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Roth IRAs Transformed By New Tax Rules & Low Rates
Webinars
pennsygurlpennsygurl   November 20, 2019
5.0
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Good. Some slides need to be updated. Also some of the calculations were in such a small font I had to log on to my computer with the larger monitor...

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2019 Year-End Tax Planning Guidance For Investment Advisers
Webinars
pennsygurlpennsygurl   October 16, 2019
5.0
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IRA Life Expectancy Payout Changes Require Urgency
Webinars
pennsygurlpennsygurl   May 22, 2019
5.0
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Annual Update On Performance Characteristics Of Asset Classes And Portfolios
Webinars
pennsygurlpennsygurl   January 30, 2019
5.0
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Advanced Planning With Roth IRAs
Webinars
pennsygurlpennsygurl   December 12, 2018
5.0
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Dr. Craig Israelsen's Favorite Lessons For Clients
Webinars
pennsygurlpennsygurl   August 01, 2018
5.0
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Retirement Distribution And Tax Planning Strategies
Webinars
pennsygurlpennsygurl   July 18, 2018
5.0
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Fritz Meyer Economic Update, September 2016
Webinars
pennsygurlpennsygurl   September 12, 2016
(Updated: September 12, 2016)
5.0
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Fritz Meyer's 2Q 2016 Economic Roundup (Two credits)
Webinars
pennsygurlpennsygurl   July 11, 2016
(Updated: July 11, 2016)
5.0
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BREXIT Breaking News Coverage: A Review Of The MSCI EAFE And EM Indexes
Webinars
pennsygurlpennsygurl   June 29, 2016
(Updated: June 29, 2016)
5.0
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Tax-Efficient Retirement Income And Portfolio Drawdown Techniques
Webinars
pennsygurlpennsygurl   June 28, 2016
(Updated: June 28, 2016)
5.0
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Fritz Meyer Economic And Investment Update, June 2016
Webinars
pennsygurlpennsygurl   June 13, 2016
(Updated: June 13, 2016)
5.0
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14 results - showing 1 - 14