Michael Kitces
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Michael Kitces is a Financial Planner, commentator, speaker, and educator. He frequently contributes to industry publications,[1] is the practitioner editor of the Journal of Financial Planning, and is a partner in a financial advisory firm.
Born and raised in the suburbs of Washington DC. He earned a Bachelor's in Psychology from Bates College in Maine,[2] and subsequently earned a Master's in Financial Planning from The American College (Pennsylvania) and a Master's in Taxation from the University of Tulsa.[3]
He is a partner in Pinnacle Advisory Group.[4][5]
In 2004, Kitces helped to co-found NexGen[6], a group of financial planners.[7]
In 2012, he became the Practitioner Editor of the Journal of Financial Planning[8] after spending many years on its Editorial Review Board.
Kitces has been cited by Financial Planning magazine, The Wall Street Journal, and The New York Times, in part for his research on safe withdrawal rates and determining sustainable retirement income based on market valuation.[9][10][11]
References
- ^ http://www.investmentnews.com/article/20111218/REG/312189978 Michael Kitces Recognized As Power Tweeter
- ^ http://www.pinnacleadvisory.com/mkitces/ Michael Kitces Bio from Pinnacle Advisory Group
- ^ http://www.kitces.com/assets/pdfs/Curriculum%20Vitae%20-%20Kitces.pdf Michael Kitces Curriculum Vitae
- ^ http://www.financial-planning.com/news/movers-shakers-2006-527340-1.html?zkPrintable=1&nopagination=1 2006 Movers & Shakers for Financial Planning magazine
- ^ http://www.twinfocuscapital.com/pdf/InstitutionalInvestor_RisingStars_2007.pdf 2007 Rising Stars In Wealth Management
- ^ http://www.financial-planning.com/fp_issues/2010_2/the-deep-thinker-Michael-Kitces-planning-practice-2665511-1.html Michael Kitces Deep Thinker
- ^ http://www.fpanet.org/professionals/Connect/CommunitiesofInterest/NexGen/About/ FPA NexGen
- ^ http://www.fpanet.org/professionals/PressRoom/PressReleases/FPANamesMichaelKitcestoNewRoleofPractitionerEditor/ FPA Names Michael Kitces To New Role Of Practitioner Editor
- ^ http://www.financial-planning.com/fp_issues/2010_2/the-deep-thinker-Michael-Kitces-planning-practice-2665511-1.html Michael Kitces as Deep Thinker in Financial Planning magazine
- ^ "The Wall Street Journal, March 1, 2013 - Say Goodbye to the 4% Rule, by Kelly Greene".
- ^ http://www.nytimes.com/2009/08/29/your-money/individual-retirement-account-iras/29money.html?pagewanted=all&_r=0 title=How Retirees Can Spend Enough But Not Too Much