Rob Knowles is responsible for institutional business development. He has 22 years of investment experience, working with both institutional and private client investors. Early in his career, Mr. Knowles worked in the consulting division of Wilshire Associates, an institutional pension consultant. He spent the next 11 years in sales/client service for Transamerica Investment Management, marketing to pension plans, investment consultants and retail platforms. Prior to joining AMI, Rob was with Wall Street Associates. He received a Bachelor of Arts degree in Economics from California State University, San Diego and earned a Masters of Business Administration degree from Loyola Marymount University. Mr. Knowles joined the firm in 2016.
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If you're in your 50s or 60s and own an interest in a business or professional corporation, knowing the answers to these four questions can lower your 2019 federal tax bill sharply, while jumpstarting a tax-advantaged retirement income plan.