Journal of Financial Planning

October 2020 I Volume 36 I Number 10

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Webinar

Journal in the Round: Roth IRA Conversions for 2020 and Beyond

OCTOBER 28, 2020 12:00PM (MDT)

Now more than ever, it is critical that financial planners identify smart tax tactics and tax planning strategies for their clients. Join October 2020 Journal of Financial Planning contributors William Reichenstein, Ph.D., CFA and James Lange, CPA, J.D. as they explore different Roth contribution and Roth conversion strategies as we near year-end 2020. This online roundtable conversation will be led by moderator and FPA volunteer Raymond Benton, CFP^®.

How to Add Tax Alpha in Today’s Environment

by FPA Staff

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Discuss these articles with other members - visit our Online Community

Post COVID-19 Employee Benefits: What to Look for In Your Compensation Package

Joseph Stemmle, CFP®; and David G. Hampton

October 2020

Using the Scientific Method to Approach Success

Daniel C. Finley

October 2020

ESG Investing: Theory, Evidence, and Fiduciary Principles

Max M. Schanzenbach, Ph.D., J.D.; and Robert H. Sitkoff, J.D.

October 2020

Self-Empowerment Among Widows: A Financial Planning Perspective

Laura Mattia Ph.D., CFP®; Eun Jin Kwak; John E. Grable, Ph.D., CFP®; Carrie L. West, Ph.D.; Linda Y. Leitz, Ph.D., CFP®, EA; and Kathleen M. Rehl, Ph.D., CFP®, CeFT®

October 2020

Journal of Financial Planning
DIGITAL EDITION

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January 2014.

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