Take 15: Key Trends and Issues for Financial Advisers (Video)
Michael Kitces, partner and director of research at Pinnacle Advisory Group, which oversees about $1 billion of client assets, discusses some of the key issues and trends for financial advisers, including the looming fiscal cliff, the potential for tax rates to rise significantly in the future, how to plan around tax increases, and whether the 4% safe withdrawal rate is still an appropriate rule of thumb.
This episode of the Take 15 Series was originally released on 19 September 2012.
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