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Taxes Archives - The Retirement Academy My title page contents

Taxes Blogposts

Roth IRAs: The Simple and the Not-So-Simple

by Charlie Gipple, CFP, CLU, CHFC | Apr 10, 2022 | Module 1: Practice Management, Module 6: The Academians' Blog, Retirement, Skill Level Advanced, Taxes | 0 Comments

Roth IRAs: The Basics and Not-So-Basics With the tax increases that will almost inevitably happen, the...

5 Items Your Clients Should Do Prior to Year-End

by Charlie Gipple, CFP, CLU, CHFC | Nov 29, 2021 | Module 1: Practice Management, Module 6: The Academians' Blog, Skill Level Intermediate, Taxes | 0 Comments

It is that time of year where getting your financial ducks in a row is in order. With that, I created a quick list of...

Whitepaper: Year End Planning and Tax Uncertainty

by Charlie Gipple, CFP, CLU, CHFC | Oct 29, 2021 | Module 1: Practice Management, Module 6: The Academians' Blog, Skill Level Advanced, Skill Level Intermediate, Taxes, Whitepapers | 0 Comments

Webinar Recording: An Interview With An Estate and Elder-Law Attorney

by Charlie Gipple, CFP, CLU, CHFC | Oct 13, 2021 | Estate Planning, Module 1: Practice Management, Module 4: Life Insurance Education, Module 5: Long-Term Care Education, Regulations, Running an Agency, Skill Level Advanced, Taxes, Webinar Recordings | 0 Comments

Wednesday, October 20, 11:00 CST - Noon CST The Retirement Academy (www.retirement-academy.com) was joined by a very...

Webinar Recording from August 10th, 2021: Tom Hegna!! Paychecks and Playchecks!!!

by Charlie Gipple, CFP, CLU, CHFC | Aug 4, 2021 | Behavioral Finance, Economics, Estate Planning, GLWBs (Annuity), GUL and Fixed Life, Indexed Annuities, Indexed Universal Life, Marketing and Prospecting, Module 1: Practice Management, Module 3: Annuities Education, Module 4: Life Insurance Education, Motivational, MYGAs and Traditional Fixed Annuities, Presentation Skills, Regulations, Skill Level Intermediate, Social Security, SPIAs & DIAs, Taxes, Technology, Term Life, Variable Annuities, Variable Universal Life, Webinar Recordings, Whole Life | 0 Comments

August 10th (11:30 CST - 12:30 CDT) We all know Tom Hegna!!! We are honored to have him. He is one of the foremost...

Capital Gains Taxes of 43.4%??? Should I Sell My Stocks?

by Charlie Gipple, CFP, CLU, CHFC | Apr 23, 2021 | Module 1: Practice Management, Skill Level Advanced, Taxes | 0 Comments

Two days ago I made the video you will see at the bottom of this post that verbally lays out what Bloomberg put out...

Whitepaper: Using Life Insurance to Retain Key Employees and Protect the Business.

by Charlie Gipple, CFP, CLU, CHFC | Apr 10, 2021 | Module 1: Practice Management, Module 4: Life Insurance Education, Skill Level Intermediate, Taxes, Whitepapers | 0 Comments

Whitepaper: 7 Practical Tips to Creating Tax-Efficient Retirement Income

by Charlie Gipple, CFP, CLU, CHFC | Apr 9, 2021 | Module 1: Practice Management, Skill Level Intermediate, Taxes, Whitepapers | 0 Comments

Here is a great whitepaper with 7 tips on helping your clients create Tax-Efficient Retirement Income

Webinar Recording: Heather Schreiber on The Future of Taxes and Opportunities for Financial Professionals.

by Charlie Gipple, CFP, CLU, CHFC | Apr 4, 2021 | Module 1: Practice Management, Skill Level Intermediate, Taxes, Webinar Recordings | 0 Comments

Webinar From May 6th, 2021 The Retirement Academy was honored to have May's guest webinar speaker, Heather Schreiber,...

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