Stress Testing (Jan 17, 2025)
Phil discusses stress testing income scenarios against risks of clients living too long, dying too soon, or becoming disabled and...
Office Hours
Sessions that start by covering specific topics then include open forums for Q&A.
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The Art of Sweeping (Jan 10, 2025)
This week Phil covers assigning and arranging a sweep account in the liquidation order. -
Impact on Roth Conversions if TCJA Doesn’t Expire (Dec. 20, 2024)
Phil talks about whether the urgency to perform Roth conversions has abated now that the Tax Cuts and Jobs Act... -
Downsizing a Primary Residence (Dec. 13, 2024)
This week, Phil illustrates the sale of a primary residence and the immediate subsequent purchase of a new, smaller residence,... -
Frequently Asked Questions (Nov. 22, 2024)
Phil and Tom tackle some of the most commonly posed questions that have come in from users during case work... -
Incorporating Windfall Elimination Provision (WEP) & Government Pension Offset (GPO) (Nov. 15, 2024)
Phil and guest cover the specifics of WEP & GPO -
Planning for the Surviving Spouse (Nov. 8th, 2024)
Phil discusses considerations for ensuring that both spouses feel as though the plan has been designed for their needs together as well as the needs of the survivor. -
Presenting Pro Plans to Clients (Nov. 1, 2024)
Phil discusses presenting IncomeConductor Pro plans to clients. -
Bracket Filling Roth Conversion Strategies (Oct. 25, 2024)
Phil & Tom discuss filling tax brackets with Roth conversions. -
Modeling Annuities (Oct. 18, 2024)
Phil discusses modeling existing annuities as well as projected future annuity purchases. -
Segment Structure (Oct. 11, 2024)
Phil discusses segment theory, structure, and customization.