Reviews written by PremierPFS

I give Fritz Credit being out there on this topic in this environment

I knew much of this and did on my own 2018 return especially the 199a planning

Very informative

Great intro to very complex area

As a person going to mandatory retirement and constantly thinking strategies, this was helpful

Really technical so you need to be totally focused or your can miss out. I’m going to listen to this again because there is a lot to absorb

too basic for me but the slides are pretty good for the uninformed

COVERED A LOT OF STUFF AND SOME NOT INTERESTING BECAUSE BELOW RADAR ON MY CLIENTS, BUT GOOD JOB.

Fritz is right on top of things- really current and insightful

Bob makes things concise

This was great. As a near retirement advisor, this really helped give me some comfort!

It was good, It might be useful if the materials were distributed in advance and we walked thru the samples ourselves

Great! The questions were not relevant to the important stuff. You might have asked whats your favorite color like cch does-

timely!!!

Really good way of displaying power of the various attributes especially withdrawal rates and survivability!

Great start fir short notice

the cpe questions disappeared before I could appropriately digest them because bob had some meaty stuff being discussed at the same time. CCH takes a pause for the questions so...

bob always comes up with great ideas - thanks Andy and Bob Bob Kuchner