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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
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.
Advice Engagement: Secure ACT 2.0, Tax & Financial Planning - AFO|Wealth Management Forward

Advice Engagement: Secure ACT 2.0, Tax & Financial Planning - AFO|Wealth Management Forward

Rory is joined by Ross Riskin CPA/PFS, Chief Learning Officer at the Investment & Wealth Institute and Founder of VisiWealth as they talk about advice engagement.
Retirement Tax Services Podcast: Visualizing Tax Planning with Ross Riskin, Ep. 119

Retirement Tax Services Podcast: Visualizing Tax Planning with Ross Riskin, Ep. 119

Visuals are a great tool for improving our client's understanding of complicated topics and elevating levels of trust between CPA and client. Unfortunately, although we know visualization is incredibly helpful, many advisors and tax professionals don’t actually know how to use it in their practice. Today, Ross Riskin, Chief Learning Officer at the Investments & Wealth Institute and Chief Creative Officer at visiWealth, will be joining the show to share his knowledge on this topic, specifically why visuals are so much more impactful than just text alone.

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