积极规划工具包

Use these financial planning tools and resources to help you educate your clients and proactively plan for changes.

Legislation like TCJA, SECURE, CARES, ARP Act and other proposals have added complexity to
为你的个人、家庭和企业客户做计划. 以下
工具和资源将帮助你主动为你的客户做计划.

安全的行为

Use our resources to help navigate the complexities of retirement and tax planning for your clients as a result of the passage of the 2019 and 2022 安全的行为 provisions.

安全2.0:为客户提供新的退休计划机会|网络直播

加入这个90分钟的网络广播,准备并获得你的安全法案2.回答0个问题. 相关的幻灯片是一个很好的工具来查看以前的法律和新的法律.

将多余的529计划资金转入罗斯个人退休账户

鲍勃还有Keebler, 188bet亚洲真人体育下载网址/ PFS, 采访教育专家, 罗斯布伦, 188bet亚洲真人体育下载网址/ PFS, 关于安全2中新的529条款.0.

个人理财规划总结2.0

下载我们的快速参考指南,了解安全2中的规定.0.

可视化罗斯从安全法案2的变化.0

Download this visual chart to clearly see the Roth changes for catch-up contributions, 要求的最小分布, 529计划展期和更多.

Bob Veres媒体评论:退休挑战的建议

本期Bob Veres的媒体评论涵盖了安全2.招聘危机、短信政策等等.

如何安全2.0影响我们在实践中看到的客户|播客

鲍勃还有Keebler,188bet亚洲真人体育下载网址/PFS,解释新的安全2.0 changes you need to know about to best advise your financial planning clients.

Slott和Keebler在安全2中需要注意什么.0 |播客

鲍勃还有Keebler, 188bet亚洲真人体育下载网址/ PFS, gets Ed Slott’s take on the new retirement legislation and what to be mindful of.

Slott and Keebler on the complex new RMD rules | PFP learning library podcast archive

Ed Slott and Bob Keeber discuss the new 安全的行为 regulations and what to pay attention to.

The ins and outs of the new 安全的行为 proposed regulations | PFP learning library podcast archive

Robert Keebler shares what you need to know about the newly released 安全的行为 proposed regulations.

How the 安全的行为 affects retirement and other planning | PFP learning library archived webcast

Jeff Levine回顾了《188bet亚洲真人体育下载网址》的含义, 因此,您可以帮助您的客户了解变化,并为他们提供相应的建议.

图表

这些图表, 2023年更新, 是由鲍勃·基伯勒提供的, 188bet亚洲真人体育下载网址/ PFS, 除了下面提到的. 它们仅供PFP/PFS成员使用.

可视化罗斯从安全法案2的变化.0

Download this visual chart to clearly see the Roth changes for catch-up contributions, 要求的最小分布, 529计划展期和更多.

75个最佳所得税策略

使用这个图表, provided by 鲍勃还有Keebler to implement proven income tax planning 策略 with your clients to minimize their tax bill.

税务资产类别图

Compare the tax efficiency and planning 策略 for various tax asset classes with this helpful chart prepared by 鲍勃还有Keebler.

2024年十大税收筹划思路

This chart by 鲍勃还有Keebler highlights the top tax ideas for 2024 along with presenting reasons to consider a Roth IRA Conversion.

资本利得收获图

This chart from 鲍勃还有Keebler helps practitioners determine if the time-sensitive strategy of harvesting gains makes sense for their clients.

节税提款策略

这张图表由鲍勃还有Keebler提供,涵盖了关键的绘制概念, 策略, 并在资产类别中提供了一个易于参考的文档.

边际税率图表(由Michael Kitces提供) 

See various factors that impact marginal tax rates for your clients including AMT, LTCG, 工资税等.

隔代转移税图表

This chart by 鲍勃还有Keebler gives an overview of generation skipping transfer tax issues, 王朝信托的使用, 并审查自动分配规则.

理解净投资所得税图表

使用这个图表来理解规则和规划策略.8%净投资所得税(NIIT).

应用3.8% NIIT图表

鲍勃还有Keebler解释了3.8%的个人净投资所得税(NIIT), 慈善剩余信托, 慈善机构的信托基金.

IRA分布流程图-19年12月31日之后死亡

鲍勃还有Keebler has shared this flowchart with PFP Section members to highlight traditional IRA distribution considerations.

罗斯个人退休帐户分配流程图-适用于19年12月31日之后的死亡

鲍勃还有Keebler has made this flowchart available to PFP Section members to highlight Roth IRA distribution considerations.

罗斯象限参考图

This informative chart from 鲍勃还有Keebler covers 8 different tax and potential tax penalty aspects of Roth IRAs.

PFP税率管理图表

The Bracket Management Chart by 鲍勃还有Keebler contains impactful bracket management ideas, 检查清单, 税率等级和说明性例子.

罗斯转换决策表

This chart from 鲍勃还有Keebler will walk you through whether your client should convert to a Roth IRA and gives important advisor considerations on the decision.

2024个人,遗产和赠与税小抄

This chart provides a high-level summary of the 2024 key tax numbers to keep handy as you work through client engagements.

了解§199A合格的营业收入

If you’re looking for a tool to help with understanding § 199A Qualified Business Income, 这张表是给你的.

IRA信任客户端摘要

由于继承的IRA分配现在需要在10年内支付, 你会想要考虑是否应该将业主的个人退休账户支付给信托.

《188bet亚洲真人体育下载网址》之后应支付给信托的个人退休账户

Get access to a simple decision chart that will help you determine the specifics of IRAs payable to trust after SECURE.

有用的遗产和信托决策图

Steve Oshins provides four useful charts to help you help your clients plan including the domestic asset protection trust state rankings, 王朝信托排名, 信任州级排名, 非授予人信托的州所得税图表.

实践指南

V1 -财务顾问指南 & 遗产规划-第十四版

Use this resource as a reference library of deep technical financial and estate planning content written in simple terms to guide you with advising your clients.

2 -财务顾问指南 & 遗产规划-第十四版

This volume is a vital resource if you want to help business owner clients with topics like employee benefits, 企业形式的选择和继任计划.

3 -财务顾问指南 & 遗产规划-第十四版

Use this resource as a reference library to the latest technical guidance as you advise clients in the areas of Social Security benefits, 医疗保险, 医疗补助等等.

V4 -财务顾问指南 & 遗产规划-第十四版

本卷提供年度更新以及清单, 规划指针, 和问卷调查,以简化规划过程.

音频学习

拜登2024年预算提案对个人的影响

鲍勃还有Keebler, 188bet亚洲真人体育下载网址/ PFS, gives an overview of the Biden proposals that impact wealthier clients.

Slott和Keebler在安全2中需要注意什么.0 |播客

鲍勃还有Keebler, 188bet亚洲真人体育下载网址/ PFS, gets Ed Slott’s take on the new retirement legislation and what to be mindful of.

如何安全2.0影响我们在实践中看到的客户|播客

鲍勃还有Keebler,188bet亚洲真人体育下载网址/PFS,解释新的安全2.0 changes you need to know about to best advise your financial planning clients.

里面看看通货膨胀减少法案|税收部分奥德赛

《188bet亚洲真人体育下载》,H.R. 5376, 现在是法律,包括15%的企业最低税, 各种能源信贷和增加的国税局资金.

How the newly proposed clawback regulations impact estate planning | PFP learning library podcast archive

Robert Keebler discusses how the new clawback regulations affect popular estate planning 策略.

Slott and Keebler on the complex new RMD rules | PFP learning library podcast archive

Ed Slott and Bob Keeber discuss the new 安全的行为 regulations and what to pay attention to.

The ins and outs of the new 安全的行为 proposed regulations | PFP learning library podcast archive

Robert Keebler shares what you need to know about the newly released 安全的行为 proposed regulations.

Why it may now be easier for clients to retire prior to age 59 ½ | PFP learning library podcast archive

Robert Keebler, 188bet亚洲真人体育下载网址/ PFS, explains the new IRS notice 2022-6 and how this impacts retirement.

社会保障的未来| PFP学习图书馆播客档案

Ted Sarenski, 188bet亚洲真人体育下载网址/ PFS, discusses the predicted Social Security shortfalls and what to do for clients.

The impact of the Van Hollen bill on current estate administration | PFP learning library podcast archive

马蒂Shenkman, JD和鲍勃还有Keebler, 188bet亚洲真人体育下载网址/ PFS, 在物业管理的过程中,与客户讨论新的发展.

The unexpected state tax consequences of employees who work from home | PFP learning library podcast

马克•克莱因, JD, 劳伦·明奇, 188bet亚洲真人体育下载网址, CFA分享了你需要考虑的国家税收.

How the 安全的行为 affects retirement and other planning | PFP learning library archived webcast

Jeff Levine回顾了《188bet亚洲真人体育下载网址》的含义, 因此,您可以帮助您的客户了解变化,并为他们提供相应的建议.

即将到来的个人财务规划网络讲座和免费CPE

Our webcasts give PFP section members and 188bet亚洲真人体育下载网址/ PFS credential holders the opportunity to learn about timely issues as well as interact with their peers.

客户端通信

Broadridge顾问 

由188bet亚洲真人体育下载网址撰写的广泛的客户友好内容, 律师, 以及其他规划策略方面的专家, 新法律, 和更多的. Use your professional judgment to determine whether this education is relevant to your clients.

其他工具和资源

工资保障计划资源

寻找工具来帮助你在PPP方面教育和建议你的客户.

与最新立法相关的税务更新

税务资源,帮助您指导客户了解最新的法律变化.

美国注册188bet亚洲真人体育下载税改资源中心

查找与TCJA和其他税收变化相关的所有信息的中心枢纽.

立法及规管新闻

法律变更的图书馆会影响你为客户计划的方式.