Michael Kitces

Michael Kitces

Michael Kitces, CFP, is a partner and director of research at Pinnacle Advisory Group in Columbia, Md., and publisher of the planning industry blog Nerd's Eye View. Follow him on Twitter at @MichaelKitces.

All Michael Kitces' Stories
Contributed articles and social media posts on specific ideas can separate planners from the rest of the pack.
In certain circumstances, a Roth IRA conversion can incur an immediate tax liability – but, fortunately, the decision to a conversion doesn't have to be all or none. A partial Roth conversion is not only permissible – in practice it's often the optimal strategy.
Sometimes it’s worth it to take a chance on illiquid investments. Here’s how to gauge the risk.
Winning over robo advisors doesn’t automatically mean cutting fees. Keep an eye on profit margins, however.
Many tax extenders are expected to pass in their agreed-upon form in a matter of days.
Using stop-loss market orders can backfire during extreme market swings. Stop-loss limit orders may offer a better approach.
Changes will effectively kill File-and-Suspend and Restricted Application strategies for collecting while earning delayed retirement credits
It may seem counter intuitive, but offering some free services may actually help advisors grow their businesses.
Advisors' best planning skills will go to waste if they can't win over clients.
While the 4% rule was created to set a minimum income floor, that doesn't mean spending can never be raised. Here's a better approach to withdrawal rates.
Unbundling fees might clarify the deductibility of your work, but may be tricky for some firms.
Mutual funds and ETFs with overlapping holdings cloud the waters for rules aimed at tax-loss harvesting in individual securities. Be sure you're not putting clients at risk.
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