Learning Center

Journal in the Round: Tax Planning Strategies in 2020

Product not yet rated

Now more than ever, it is critical that financial planners identify smart tax tactics and tax planning strategies for their clients. Join October 2020 Journal of Financial Planning contributors William Reichenstein, Ph.D., CFA and James Lange, CPA, J.D. as they explore different Roth contribution and Roth conversion strategies as we near year-end 2020. This online roundtable conversation will be led by moderator and FPA volunteer Raymond Benton, CFP®.

  • For some of your clients, propose making contributions to Roth accounts and making Roth conversions
  • Identify ways to increase wealth for your clients and dramatically increase their legacy

William Reichenstein, PhD, CFA

Head of Research, Social Security Solutions, Inc. & Retiree, Inc.

Dr. William Reichenstein, CFA, is the Head of Research at Social Security Solutions, Inc. and Retiree, Inc. He is Professor Emeritus at Baylor University. He has published more than 190 articles and several books including Social Security Strategies, 3rd Edition, with William Meyer. He is taking the lead in writing a book that coordinates two client decisions. First, when should individuals begin Social Security benefits? Second, how can clients tax-efficiently withdraw funds from their financial portfolio just using the tax code to make their portfolio last longer? He is a member of Wall Street Journal’s “The Experts” panel.

James Lange, CPA, J.D.

With 35+ years of retirement and estate planning experience, Jim Lange’s estate and tax planning strategies have been endorsed by The Wall Street Journal (36 times), Forbes magazine, and many other magazines and journals. He has authored five peer-reviewed articles in Trusts & Estates and is a regular contributor for Forbes.com.

Jim and his team have drafted 2,799 wills and trusts, as well as sophisticated beneficiary designations for IRAs and other retirement plans, many utilizing Lange’s Cascading Beneficiary Plan.

Jim is the author of eight best-selling books, including Beating the New Death Tax, three editions of Retire Secure!, endorsed by Charles Schwab, Larry King, Jane Bryant Quinn, Roger Ibbotson; The Roth Revolution, endorsed by Ed Slott, Natalie Choate, and Bob Keebler; The $214,000 Mistake, How to Double Your Social Security and Maximize Your IRAs endorsed by Larry Kotlikoff, Jonathan Clements and more.  

Jim ‘s analysis of the tax and estate planning advantages of Roth IRA conversions has been peer-reviewed by The Tax Adviser journal of the American Institute of CPAs. 

Raymond Benton, CFP®, CRPC, EA

Benton & Company

A. Raymond Benton is a CERTIFIED FINANCIAL PLANNER professional and member of FPA, serving clients at Benton & Company in Denver, Colo. and the surrounding communities.

Key:

Complete
Failed
Available
Locked
Journal in the Round: Tax Planning Strategies in 2020
Open to view video.
Open to view video.
Exam
5 Questions  |  2 attempts  |  4/5 points to pass
5 Questions  |  2 attempts  |  4/5 points to pass
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available