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The Perfect RIA

What is Retirement Tax Services (RTS)?


RTS works with all types of advisors, from independent RIAs to wirehouse advisors and broker dealers. If you want to help clients stop overpaying the IRS, we need to talk


There is endless theory and content libraries around taxes and tax strategies, RTS partners with advisors to ensure you are getting the best content AND real life examples from actively practicing advisors on how to implement our strategies


RTS works closely with financial advisors to deliver massive value to their clients


We work closely with compliance departments around the country to help financial advisors deliver tax strategies without crossing the line into licensed tax advice

Recent Articles

Ask an Advisor: I’m in the Highest Tax Bracket and ‘Plan to Be There Moving Forward.’ Should I Do a Roth Conversion?

If you ask some financial professionals, the answer to this question might be a resounding no, and the discussion would be over. But there are arguments for doing Roth conversions, even if you are in the highest tax bracket.

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7 Tax Pitfalls Financial Advisors Should Avoid This Season

Some financial advisors may be tempted to wash their hands of taxes and leave them to the accountants. But that approach doesn’t ensure the best outcome for their clients. Great financial advisors know that, while the calendar has turned over on 2022, there is still work to be done before it is left behind. And that work is around taxes.

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Is it too late to convert to a Roth?

There is also no earned income requirement to convert to a Roth. As long as you have a balance in an IRA, in theory, you can keep converting to a Roth as long as you like.

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Who Are We?

Are you looking for a Tax TEAM that delivers massive value to you, your firm and your clients?


The information on this site is for education only and should not be considered tax advice. Retirement Tax Services is not affiliated with Shilanski & Associates, Jarvis Financial Services or any other financial services firms.

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