Primary Residence Exclusion Worksheet
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Clients Don’t Care About Roth vs. Traditional IRAs. So What?
Many financial advisors will object to the headline of this article, but advisors represent an incredibly small percentage of all taxpayers. Very few taxpayers care to be able to describe the difference between a Roth IRA and a traditional IRA. What they want to know is which option is right for them and what action they should take.
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Are You Planning for Your IRS “Mortgage”?
When is $500,000 not $500,000? Conventional wisdom on preparing for retirement has often included refrains such as “become debt-free” and “defer, defer, defer”. There are situations where both of […]
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Turn CPAs Into Referral Sources
Jarvis suggested three steps advisors can take to more effectively cultivate CPAs as referral sources.
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