Office Hours

This week Phil starts with a look at the illustrations the help understand the mechanics and analyze the impacts of Roth conversions.

This week Phil discusses different claiming strategies and discussing the fear of Social Security benefit reduction with clients.

This week, Tom and Phil discuss new enhancements that have been added to the Pro editor. These include the ability...

We’ve all run into them, the DIYer who doesn’t think they need an advisor or just doesn’t want to pay...

Phil explores different approaches to arriving at customized liquidation orders for various account registration types in Pro.

Phil covers stress testing in relation to high inflation, changes to Social Security, or changes in taxes.

Phil discusses stress testing income scenarios against risks of clients living too long, dying too soon, or becoming disabled and...

This week Phil covers assigning and arranging a sweep account in the liquidation order.

Phil talks about whether the urgency to perform Roth conversions has abated now that the Tax Cuts and Jobs Act...

This week, Phil illustrates the sale of a primary residence and the immediate subsequent purchase of a new, smaller residence,...

Phil and Tom tackle some of the most commonly posed questions that have come in from users during case work...

Phil and guest cover the specifics of WEP & GPO

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.

Phil discusses presenting IncomeConductor Pro plans to clients.

Phil & Tom discuss filling tax brackets with Roth conversions.

Phil discusses modeling existing annuities as well as projected future annuity purchases.

Phil discusses segment theory, structure, and customization.