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Beneficial Ownership Information Reporting Under CTA (visiWealth Concept Visual)

Beneficial Ownership Information Reporting Under CTA (visiWealth Concept Visual)

This visual highlights the key reporting requirements that will apply to those business entities for which beneficial ownership information will need to be reported to FinCen starting in 2024.Keywords: beneficial ownership interest, business entities, direct ownership, indirect ownership

The 4% Rule for Retirement Withdrawals (visiWealth Concept Visual)

The 4% Rule for Retirement Withdrawals (visiWealth Concept Visual)

This visual compares and contrasts the incorrect and correct way to calculate distributions under the 4% rule for the retirement withdrawal concept while examining the factors, assumptions, and limitations that apply to this rule.Keywords: distribution planning, 4% rule, retirement planning, retirement income planning, withdrawals, inflation

Roth Conversion Considerations (visiWealth Concept Visual)

Roth Conversion Considerations (visiWealth Concept Visual)

This visual is used to depict how current and future tax rate environments impact the value of doing a Roth conversion. It also highlights several other items to consider that consider tangentially related advantages and disadvantages of converting.Keywords: roth conversion, roth IRA, tax planning, tax rates, tax regime

How Life Insurance is Used to Equalize an Estate (visiWealth Concept Visual)

How Life Insurance is Used to Equalize an Estate (visiWealth Concept Visual)

This visual is used to explain how life insurance can be used to ensure that beneficiaries of an estate receive distributions of assets in an equal manner.Keywords: life insurance, estate planning, liquidity planning, asset distribution

Show, Don’t Tell: How to Boost Advisor Confidence Around Complex Topics

Show, Don’t Tell: How to Boost Advisor Confidence Around Complex Topics

When it comes to tax and estate planning, perhaps the only thing that everyone can agree on is that it can get complicated and confusing very quickly. In a recent series of surveys that included over 2,000 financial professionals, only 13% of respondents felt very confident around their knowledge of tax planning strategies; only 5% of respondents felt very confident with respect to estate planning strategies.One way to potentially bridge the knowledge gap and increase confidence, accessible both to clients and financial professionals, is to incorporate visual elements. We find that including visual aids and examples when explaining complex planning concepts and strategies can improve awareness and provide education. It also can lead to a dramatic increase in confidence, particularly among financial professionals who were not confident on a given topic

The WealthStack Podcast: The Power of Visuals to Create Deeper Engagement with Dr. Ross Riskin - YouTube

The WealthStack Podcast: The Power of Visuals to Create Deeper Engagement with Dr. Ross Riskin - YouTube

Is a picture worth a thousand words? In the case of visiWealth, the answer is yes. Shannon Rosic and Ross Riskin discuss the power of using visuals and the future of advice engagement.

The Admired Advisor Podcast: The Three C’s to Simplifying Financial Planning with Ross Riskin

The Admired Advisor Podcast: The Three C’s to Simplifying Financial Planning with Ross Riskin

Advisors, much like educators, understand the importance of clear communication. They attempt to simplify complex concepts without diluting their essence. Pursuing this solution drives advisors to explore innovative ways to engage, educate, and empower their clients. In this episode, Steve talks with Ross Riskin, Chief Learning Officer at Investments & Wealth Institute as well as Founder and Chief Creative Officer at visiWealth.

How to Simplify Complex Wealth Management Concepts using Visuals featuring Ross Riskin and Adam Holt

How to Simplify Complex Wealth Management Concepts using Visuals featuring Ross Riskin and Adam Holt

In this webinar replay, we learned how to focus on building high-quality, advice engagement-focused visual aids to enhance the way you engage with and deliver advice. high-quality, advice engagement-focused visual aids to enhance the way you engage with and deliver advice.