Guest: Bob Keebler, CPA/PFS & Bob Gordon

Category: Technical

In this episode, Bob Keebler, CPA/PFS interviews Bob Gordon of Twenty-First Securities Corporation about the planning strategies in an ultra-low interest rate environment. He answers the questions:

What are the unique investment opportunities when interest rates are very low?
What special election can taxpayers make to reduce taxable income with bond premiums?
What tax arbitrage opportunities exist when rates are low?
What does it mean to have negative interest rates?

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Tax & investment planning in an ultra-low interest rate environment {PFP Section}

AICPA Personal Financial Planning (PFP)