Search Results - "Rosenfeld, Carl"

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    Don't Let Uncertainty Lead to Tax Planning Inaction by Rosenfeld, Carl M

    Published in Journal of financial service professionals (01-09-2017)
    “…A skilled planner should focus on building a plan that is flexible and outlines the potential impact, both positive and negative, of changes to the tax…”
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    Journal Article
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    Smart Tips for Retirement Planning by Rosenfeld, Carl M

    Published in Journal of financial service professionals (01-05-2017)
    “…The practice of effective retirement planning is more than simply trying to maximize the rate of return in a portfolio or remembering the value of starting a…”
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    Journal Article
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    When Common Sense Is Not Sensible by Rosenfeld, Carl M

    Published in Journal of financial service professionals (01-01-2017)
    “…The author reviews a few financial planning scenarios in which young investors, and their associated financial planning professionals, often find themselves…”
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    Journal Article
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    Developing Best Practices: Beneficiary Designations by Simpson, Dirk M, Rosenfeld, Carl M

    Published in Journal of financial service professionals (01-11-2017)
    “…Sound financial planning encompasses more than chasing investment returns. The financial advisor has both an opportunity and a duty to ensure that clients have…”
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    Journal Article
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    After-Tax 401(k) Direct-to-Roth IRA: Easier and Worthwhile by Shure, Casey Z, Rosenfeld, Carl M

    Published in Journal of financial service professionals (01-09-2015)
    “…A study of after-tax 401(k) deferrals is evaluated through a comparative analysis of various retirement portfolio accumulation models. The hypothetical…”
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    Journal Article
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    Navigating the Complexities of Divorce through the Partnership of Legal and Financial Advisors by Rosenfeld, Carl M, Sorrentino, Lauren L

    Published in Journal of financial service professionals (01-01-2013)
    “…The article reviews a few areas of potential conflict and misunderstanding that may arise during the separation and divorce of high-net-worth couples. The…”
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    Journal Article
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    The Roth Conversion-A Wealth Transfer Strategy for High-Net-Worth Individuals in 2010 by Rosenfeld, Carl M, Hyde, Edd H

    Published in Journal of financial service professionals (01-11-2009)
    “…The value of converting traditional IRA assets to Roth IRA assets for high-net-worth individuals is supported as a wealth transfer strategy, available to all…”
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    Journal Article
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    The New Roth 401(k): An Attractive Alternative for Many, but Not for All by Hyde, Edd H, Rosenfeld, Carl M

    Published in Journal of financial service professionals (01-07-2006)
    “…Using precise mathematical models to calculate after-tax internal rates of return of the new Roth 401(k), as compared against the traditional 401(k) or regular…”
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    Journal Article
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    Charged-particle detection using storage phosphor crystals by Kulik, Alexei, Rosenfeld, Carl

    “…— We propose a detector of charged particles based on photostimulated luminescence (PSL) of single crystals. Such a detector potentially allows for high space…”
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    Journal Article Conference Proceeding
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    Occupational Mobility during 1977 by Rosenfeld, Carl

    Published in Monthly Labor Review (01-12-1979)
    “…A statistical survey of employment mobility during the period from January 1977 to January 1978, this study compared data from similar surveys conducted in…”
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    Journal Article
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