Until tomorrow, September 18th, you can get all seven of Robert Keebler’s Client-Friendly Laminated Charts for just $99, normally $19.99 each.
These charts are 11″x17″ and come printed in full color and laminated. These are great for explaining complex tax and retirement benefit planning concepts to clients. You can purchase multiple copies and even purchase a customized design to brand the chart with your firm’s logo. >>MORE INFO
The seven charts include:
The Personal Exemption Phaseout & PEASE Impact
This chart evaluates the Personal Exemption Phaseout and the PEASE impact, along with projected tax rates for 2013.
The Healthcare Surtax
This chart provides a statutory overview of the Healthcare Surtax and its impact on trusts and estates, along with planning considerations for Investment Income and MAGI strategies. It also reviews the Surtax Bubble for 2013 Roth Conversions.
Applying the 3.8% Healthcare Surtax
This chart evaluates the application of the 3.8% healthcare surtax, including its impact on and strategies for reducing MAGI and NII, plus a worksheet to help determine if MAGI or NII controls.
Traditional IRA Distribution Flowchart
This chart provides an overview of the required minimum distribution rules and the post-mortem options available.
Roth IRA Distribution Flowchart
This chart provides an overview of the required minimum distribution rules for Roth IRAs as they apply to post-mortem options available.
The Roth IRA Conversion Decision
This chart is a summary of the reasons why a client should consider converting to a Roth IRA. It also includes a checklist of actions needed to be taken for a successful Roth IRA conversion.
The Roth IRA Quadrants
This chart provides a step-by-step explanation of the Roth IRA Distribution Rules. it also illustrates the benefits of naming a trust as beneficiary of a Roth IRA.
Don’t forget, this offer expires on September 18th so ORDER NOW! >>MORE INFO