Bridge over ocean
30 August 2012 Multimedia

Key Trends and Issues for Financial Advisers

  1. Michael E. Kitces, CFP, CLU, ChFC

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.

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.

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