Category: Retirement Savings and Income Planning (page 1 of 2)

Maximizing Wealth: The Power of Roth IRAs

Saving for retirement is one of the most crucial components of achieving your financial goals. Among the various available retirement account options, Roth IRAs (Individual Retirement Accounts) have gained popularity for their unique tax advantages and flexibility. Roth IRAs allow individuals to invest for retirement with after-tax dollars towards retirement.  This article will explore what […]

Assist Clients to “Give It Twice” with a T-CRUT with Dr. Kathleen M. Rehl , Ph.D., CFP®, CeFT® (01/18/2022)

Dr. Chien interviewed Dr. Kathleen M. Rehl, Ph.D., CFP®, CeFT®, on January 18, 2022, at 2 PM PST on Assist Clients to “Give It Twice” with a T-CRUT. There are several options to help secure your family’s future while living off your retirement. Is it possible to protect future inheritance money while making a gift […]

Biden Tax Updates with Colleen Carcone J.D., CFP® (12/07/2021)

Colleen Carcone J.D., CFP®, presented “Biden Tax Updates” on Dec. 07, 2021, at 05:00 PM PDT. There are a lot of priorities from the Biden-Harris Administration Immediate Priorities, American Rescue Plan, and the American Jobs Plan, just to name a few. Attorney Carcone will help us to break down what changes are expected in the next few years. Guest: Colleen Carcone […]

What Matters the Most? with Kathleen M. Rehl, Ph.D., CFP®, CeFT® (11/09/2021)

Dr. Chien interviewed Kathleen M. Rehl, Ph.D., CFP®, CeFT®, on “What Matters the Most? Help Your Clients Write Legacy Letters for Family and Friends” on Nov. 09, 2021, at 02:00 PM PDT. In the Estate Planning Section from the comprehensive financial planning, we often recommend clients to write a “final letter of last instruction.” A final letter […]

2020 Year-End Tax Planning Opportunities

About the speakers: Hratch J Karakachian, CPA, ESQ, is a senior adjunct faculty member at California Lutheran University School of Management.  He has been teaching in the MBA in Financial Planning Program since 2013.  He has taught Principles of Estate Planning, Income Tax and Strategy, Managerial Accounting, and Foundations of Accounting and Finance courses. Hratch […]

Get Out Of Debt and Save (GOODS)

Have you ever wondered where your hard-earned money went? How satisfied are you in reaching your financial independence? California Lutheran University has a not-for-credit course in Introduction to Personal Finance. The course is designed for working adults to enhance their financial journey. The course provides an overview of the financial journey and necessary tools in […]

Planning in a Pandemic: What Your Clients Should Do Now?

Discussion topics will include strategies that enable clients to take advantage of the current depressed asset values and low rates, the value of growth of assets outside of the federal and state (if applicable) estate tax, the benefit of paying taxes on behalf of a grantor trust and implementation considerations when making the gift. Key […]

WIFS Enhancing Retirement Success Rates In The United States

WIFS – Los Angeles Chapter Meeting: Enhancing Retirement Success Rates In The United States How successful are U.S. retirees at sustaining assets from retirement to death? What retirement strategies will enhance their ability to live a successful retirement? Come learn from: Dr. Chia-Li Chien, PhD, CFP, PMP Assistant Professor & Director of Financial Planning Program […]

Federal Income Tax returns & Business Stimulus Package

Join Hratch J Karakachian, CPA, ESQ  and  Chia-Li Chien, Ph.D., CFP®, PMP®  to discuss the recent Stimulus Package. First, we’ll discuss the Treasury Department and the Internal Revenue Service (IRS) announced special Federal income tax return filing and payment relief in response to the ongoing Coronavirus Disease 2019 (COVID-19) emergency. Then Dr. Chien will talk about […]

Entrepreneur? Business Owner? You Face More Complex Retirement Planning

Chien, C.-L. (2020, Feb 12). Entrepreneur? Business Owner? You Face More Complex Retirement Planning. TheStreet: Retirement Daily.

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