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Michael Kitces
Works at Kitces.com
Attended Bates College
Lives in Reston, VA
1,690 followers|433,129 views
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Michael Kitces

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Enjoyed doing this show with @StephenBoswell&@KevinANichols talking the future of financial planning fees!
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Michael are the conclusions from the rising equity glide path analysis just as valid for someone not yet retired? My concern about asset allocation has always been it is so start point dependent. Right now I'm 42 and have 15 in equities with autoinvests of about 2 percent equity set up. I'm wondering if the 2 is good or should it be higher?
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Michael Kitces

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Standing Desks, Walk-And-Talks, And Getting Healthier As A Financial Planner
How I used a VariDesk standing desk and walk-and-talks with a bluetooth headset to improve my health and lose weight as a financial planner!
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Michael Kitces

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My full synopsis of the new 2015 #TaxExtenders legislation is out!

Qualified charitable distributions from IRAs are retroactively reinstated and made permanent, along with the state and local sales tax deduction and the American Opportunity Tax Credit. Section 179 expensing at favorable limits is made permanent too, and 50% Bonus Depreciation rules are extended through 2019!

Also included were some expansion/relief provisions to Section 529 college savings plan, and also the coming new Section 529 ABLE accounts for special needs beneficiaries!
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Michael Kitces

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A controversial new CFP Board Chair-Elect, Third Avenue suspends redemptions of their high-yield bond fund, year-end planning for financial aid purposes, whether the "cult of shareholder value" is damaging American competitiveness, and more in this week's Weekend Reading for Financial Planners!

Enjoy the "light" reading!
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Michael Kitces

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Weekend Reading for Financial Planners is out! Please share!

This week's edition includes a review of the 2015 Financial Advisor Tech Survey from FP magazine, a look at declining profits for independent advisory firms, whether it's time to change the Series 7 exam, and Social Security strategies in the aftermath of the Bipartisan Budget Act of 2015!

Enjoy the "light" reading!
Enjoy the current installment of "weekend reading for financial planners" - this week's edition kicks off with the latest 2015 Financial Advisor Tech Survey from Financial Planning magazine, highlighting the latest in advisor technology trends, from the most popular CRM and financial planning software, to which advisor channels (and age demographics) are adopting new technology the fastest. Also in the news this week is another discussion of the ...
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Michael Kitces

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How PEP And Pease Don’t Actually Penalize Deductions, They’re Just 1% Surtaxes On Income
How the Personal Exemption Phaseout (PEP) and Pease limitation on itemized deductions are 1% income surtaxes, and don't impair benefits of charitable giving,
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Michael Kitces

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Using A NING Domestic Asset Protection Trust To Reduce State Income Tax Liabilities
How a Nevada Incomplete Gift Non-Grantor (NING) trust can shift and reduce state income tax liabilities as a domestic Nevada asset protection trust.
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Michael Kitces

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With so much content on Nerd's Eye View, the reality is that some articles inevitably get overlooked. So I've highlighted here the top 20 most popular articles for the year, just in case you missed any of them the first time! :)
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Michael Kitces

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Weekend Reading for Financial Planners is out!

This week's edition includes highlights of the Tax Extenders legislation, the CFP Board decision to "update" its Standards of Professional Conduct, IRA mistakes to miss, what disruptive innovation really is (and isn't), and why the economy's sluggishness may have nothing to do with interest rates and quantitative easing but instead is just simple demographics.

Enjoy the reading!
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Michael Kitces

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Picking the "best" CFP educational program really means picking the right solution based on your needs and learning style, from certificate to degree programs, online versus in-person, and live or on-demand! And of course, then there's the outright cost to consider, too!
Picking the Best CFP educational program means matching your learning style to the type of program, online or in-person, live or on-demand, at the right cost!
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Michael Kitces

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Is Financial Planning Software Incapable Of Formulating An Actual Financial PLAN?
Financial planning software excels at providing static retirement projections, yet most tools are incapable of actually simulating dynamic retirement scenarios!
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Michael Kitces

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Weekend reading for financial planners is out! Please share!

This week's edition includes a new Fidelity robo-advisor, Vanguard loses the first round of its whistleblower tax lawsuit, the persistence of factor investing, and whether the DoL's fiduciary rule could trigger a new wave of competition against today's fiduciary RIAs!

Enjoy the reading!
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One nerd's journey through the (financial planning) world...
Introduction
Partner and Director of Research for Pinnacle Advisory Group
Publisher of The Kitces Report and the financial planning industry blog "Nerd's Eye View" at www.kitces.com
Practitioner Editor of the Journal of Financial Planning
Education
  • Bates College
    B,S, Psychology, 1997 - 2000
  • American College
    M.S. Financial Services, 2001 - 2002
  • University of Tulsa
    M.S. Taxation, 2003 - 2005
Basic Information
Gender
Male
Relationship
Married
Work
Employment
  • Kitces.com
    Publisher, 2008 - present
    Publisher of The Kitces Report and the financial planning industry blog "Nerd's Eye View"
  • New Planner Recruiting
    Partner, 2009 - present
  • Pinnacle Advisory Group
    Partner, Director of Research, 2002 - present
Places
Map of the places this user has livedMap of the places this user has livedMap of the places this user has lived
Currently
Reston, VA