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United States

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English

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Episodes

Executive benefit options in tax-exempt orgs - NFM - 18831AO

9/10/2019
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Anne Meagher of the Advanced Consulting Group goes in depth on tax-exempt organizations, how they are different from tax paying companies in the benefits that they can offer and how deferred compensation plans work for their key employees.

Duration:00:14:44

Long-term care conversations - NFM-18816AO

9/3/2019
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Shawn Britt stops by to discuss her thoughts on having quality long-term care conversations with clients. She also talks about how you can create an income stream with LTC.

Duration:00:13:59

Nonqualified annuity investment management - NFM-18768AO

8/27/2019
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Tom Duncan joins to cover the recent IRS Private Letter Ruling on nonqualified deferred annuities.

Duration:00:13:10

Financial Wellness And Legacy Planning with Tom Duncan - NFM - 18639AO

7/23/2019
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Tom Duncan is back to help define financial wellness and how to put yourself or your clients into a position where they can start planning for the future and thinking about the legacy that they want to leave.

Duration:00:28:09

Immediate Annuities Part 2 - NFM - 18554AO

7/1/2019
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In part two of our series on immediate annuities, Tom Duncan joins to talk about additional income tax rules for beneficiaries of nonqualified immediate annuities, estate and gift tax implications, and funding nonqualified immediate annuities via partial exchanges.

Duration:00:34:37

Immediate Annuities Part 1 - NFM - 18550AO

6/27/2019
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Desiree Buckner joins to answer some common questions the ACG often gets about immediate annuities. These questions focus on income taxation rules of nonqualified immediate annuities and IRAs, the 10% tax on pre-59 1/2 distributions, and the inheritance rules for beneficiaries of nonqualified annuities.

Duration:00:21:16

Executive Bonus Plans - NFM-18527AO

6/10/2019
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Allison Hoyt of the ACG talks about executive bonus plans, what a REBA is and how they can benefit your business owner clients and their employees. She also diagnoses a hypothetical scenario where executive bonus plans can be considered.

Duration:00:18:58

10 Big Annuity Mistakes Part 2 - NFM - 18448AO

5/13/2019
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Ken Boothe of the ACG completes his countdown of ten big annuity mistakes. In this second part, Ken talks about surrender charges and the importance of reading the annuity contract.

Duration:00:14:59

Qualfied Opportunity Funds - NFM-18382AO

4/15/2019
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Ryan Patton of the Advanced Consulting Group checks in to discuss qualified opportunity zones, the funds that invest in them and the tax law change that opened up this new opportunity.

Duration:00:21:34

Asset Protection Planning - NFM-17960AO

11/5/2018
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Allison Anne Hoyt of the Nationwide ACG makes her podcast debut to discuss asset protection planning, creditors and federal bankruptcy law.

Duration:00:21:52

The B Trust and nonqualified deferred annuities - NFM-17872AO

9/17/2018
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Desiree Buckner of Nationwide's Advanced Consulting Group joins to discuss the bypass trust and funding it with a nonqualified deferred annuity.

Duration:00:26:43

Qualified Plans and 199A - NFM - 17765AO

8/6/2018
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Chuck Rolph talks about the qualified plan opportunity that was created by Internal Revenue Code section 199A.

Duration:00:18:14

Accounting for a nonqualified deferred compensation plan - NFM-17509AO

5/11/2018
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Anne Meagher and Brian Richardson or the Nationwide Business Solutions Group are back to wrap up their series on nonqualified plans. In this episode they discuss accounting considerations for nonqualified plans.

Duration:00:14:51

Implementing a nonqualified deferred compensation plan - NFM-17476AO

4/30/2018
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Anne Meagher and Brian Richardson of the NBSG talk about formulating a nonqualified plan and the information an advisor will want to gather when determining if it's right for their client. They also discuss other aspects of the plan and the associated tax issues.

Duration:00:18:09

Family Meetings - A key element to a successful transition

2/20/2018
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Steve Hamilton discusses this important part of the Land As Your Legacy transition process.

Duration:00:25:57

Company-owned Life Insurance - NFM-17234AO

2/20/2018
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We discuss corporate owned life insurance with the ACG's Anne Meagher and Brian Gefvert of the Nationwide Business Solutions Group pops in to talk about the company's buying COLI and how it's different than other life insurance products.

Duration:00:14:57

Tax Reform Part 2 - NFM-17178AO

2/8/2018
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Anne Meagher and Tom Duncan of Nationwide’s Advanced Consulting Group continue their discussion on the new tax reform law. Part two features an overview and analysis of the changes centered around the taxes for individuals.

Duration:00:26:10

Tax Reform Part 1 - NFM-17177AO

2/8/2018
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Anne Meagher and Tom Duncan of the Advanced Consulting Group join Chad Queen to discuss the highlights and offer some analysis of the new tax reform law. In part one, Anne and Tom discuss the relevant changes in business taxes.

Duration:00:14:37

Building A Plan With Land As Your Legacy - NFM-17079AO

12/11/2017
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Ryan Patton of the ACG and Mike Lauer of Land As Your Legacy join to discuss what is needed to create a customized case design for a transition plan and the common type of cases they've seen. 00:00 Introduction 02:28 How to get started – reaching out to Land As Your Legacy wholesaler 02:54 Qualifications of a Land As Your Legacy advisor 05:44 What information to gather from the farm or ranch family 08:35 Common case scenarios 10:00 Solutions commonly recommended 11:42 AGC and Land As Your...

Duration:00:16:39

Cash Balance Plans - NFM - 16842AO

10/19/2017
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Chuck Rolph and Christine Cushman of the Advanced Consulting Group join Chad to explain cash balance plans, their history and how they work.

Duration:00:28:00